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EmVision Capital Advisors Blog

Supporting Local Youth Through Believe in Dreams Annual Gala
Supporting Local Youth Through Believe in Dreams Annual Gala

Since 2019, EmVision Capital Advisors has been supporting Believe In Dreams, a local nonprofit that works to fulfill dreams of youth who are economically disadvantaged and have survived non-medical adversity by providing access to enriching...
EmVision Capital Advisors Achieves Elite Status with Commonwealth and AssetMark
EmVision Capital Advisors Achieves Elite Status with Commonwealth and AssetMark

EmVision Capital Advisors, a leading provider of comprehensive wealth management services, proudly announces its recent attainment of "President's Club" status with Commonwealth and "Platinum" status with AssetMark. These prestigious recognitions,...
Is it a 24-karat Year?
Is it a 24-karat Year?

Gold has risen to new records in 2024. Headlines that Costco has started selling gold bars and, in fact, selling out have gone viral. For Bruno Mars fans, there appears to be twenty-four-karat magic in the air. The recent rise in gold is not new, as...
EmVision Capital Advisors Nominated for Two Forbes Awards
EmVision Capital Advisors Nominated for Two Forbes Awards in Wealth Management Excellence

EmVision Capital Advisors, a local wealth management firm specializing in high net worth and private wealth services, proudly announces its nomination for two prestigious Forbes awards: Top Wealth Management Team High Net Worth and Top Wealth...
Q1 Review: Record Highs, Diverging Sectors, and Bond Market Turbulence
Q1 Review: Record Highs, Diverging Sectors, and Bond Market Turbulence

The first quarter of 2024 showed dynamic market movements. Amidst these fluctuations, global equities surged to new heights, led by a surprising economic resilience and robust corporate profits. In this market review, we delve into the intricacies...
Explore the Evolution of Leading U.S. Companies: The Mag 7 or Mag 24?
Explore the Evolution of Leading U.S. Companies: The Mag 7 or Mag 24?

In today's dynamic market, the performance of the "Magnificent 7" (Mag 7) has captivated investors' attention, leading many U.S. market indexes to become heavily concentrated in a select few highly valued companies. However, this concentration...
Fear in Investing: Understanding and Overcoming Market Highs and Lows
Fear in Investing: Understanding and Overcoming Market Highs and Lows

Fear, that unpleasant emotion caused by a belief that something is going to happen to cause pain, is ever present in the investment world. The key words here are 'emotion' and 'belief,' and they lead to ill-timed investment decisions. As markets hit...
The Importance of Analyzing Existing Holdings

You've set your financial goals and identified the objectives to reach them. The next crucial step is to review your existing holdings and determine if there is a gap between your present situation and your ability to reach your goals. This will...
Streamlining Your Tax Filing: A Guide to Organization Organization
Streamlining Your Tax Filing: A Guide to Organization

Preparing to file your taxes can be stressful, even if your situation is relatively straightforward. The key to relieving any anxieties is getting organized.This is a smart tax planning strategy that will lay thegroundworkforeasyaccesstopastrecords.

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Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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