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EmVision Capital Advisors Blog

Choosing Your Executor or Trustee

Your estate plan isn’t complete until you appoint someone to carry out your wishes. Your choice of executor (sometimes called a personal representative) or trustee is important. Before selecting an obvious choice, such as a spouse or child, consider...
5 Essential Legal Documents for Your Child's Transition to Adulthood
5 Essential Legal Documents for Your Child's Transition to Adulthood

The summer is winding down to a close and as your child approaches their final year in school it’s hard to believe that they are, or soon will be, a legal adult at 18. This shift presents a whole new world of opportunities and challenges. Their...
This year a foursome from the EmVision team scored a big win coming in at second place!
EmVision Team Tees Off to Raise Funds to Support Believe in Dreams’ Mission

The EmVision Capital Advisors’ team recently participated in the Believe in Dreams’ 8th Annual Golf Outing at Barrington Golf Club in Aurora by sponsoring a foursome. The team teed off at 8:30 a.m. with 116 other supporters of this local nonprofit.
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The “Artificial” Magic in the Stock Market Rally

In 2023, the stock market rally has predominantly been driven by a select group of stocks. This phenomenon, known as narrow leadership, can persist for extended periods, and while it is part of the natural cycle of markets, it can pose challenges...
Avoiding a Self-inflicted Recession
Avoiding a Self-inflicted Recession

Many investors today are worried about a recession. For investors with longer time horizons, investing during a recession is almost unavoidable. The good thing is that for long-term investors staying invested matters more than a recession.
Basic Estate Planning Documents
Basic Estate Planning Documents

Although many of us don’t like to think about planning for a future that we won’t be around to experience, a well-thought-out estate plan helps us manage and preserve assets during life and conserve and direct the distribution of assets at death. ...
Jim Zidd Joins EmVision to Provide Additional Offerings to Better Serve Clients
Jim Zidd Joins EmVision to Provide Additional Offerings to Better Serve Clients

Jim Zidd recently joined the EmVision Capital Advisors’ team as a Wealth Advisor. “After countless conversations with Michael about business, ethics, work styles, and more, I decided joining EmVision was the right fit,” said Jim. “I want to make...
EmVision Supports Resilient Local Youth by Attending Believe in Dreams Annual Event
EmVision Supports Resilient Local Youth by Attending Believe in Dreams Annual Event

The EmVision Capital Advisors team supported local resilient youth by recently attending the Believe in Dreams annual event, A Night of Dreams, at Sapphire Creek Winery and Gardens in Chagrin Falls.
Commitment to Clients Leads Bert Covell to Join the EmVision Team
Commitment to Clients Leads Bert Covell to Join the EmVision Team

Bert Covell recently joined the EmVision Capital Advisors’ team as a wealth advisor. “Joining the EmVision team was the right move for me because a contingency plan is necessary,” said Bert Covell. “It’s been a rewarding 13 years working for myself...

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