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EmVision Capital Advisors Blog

Strategic Insights: Navigating the Pitfalls of Excess Cash

Investors took advantage of higher interest rates in the aftermath of 2022’s bear market. Assets in money market funds soared to nearly $6 trillion at the end of 2023. For investors, cash became a great place to park savings and earn roughly 5%...
Unsure When to Claim Social Security? Timing Has Its Benefits
Unsure When to Claim Social Security? Timing Has Its Benefits

For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in the matter—and timing is everything. The longer you...
Help Your Kids Get a Head Start on Saving with a Roth IRA
Help Your Kids Get a Head Start on Saving with a Roth IRA

Contributing to a Roth Individual Retirement Account (IRA) is an extremely efficient way to save for retirement. The sooner you start contributing, the greater the opportunity for your savings to accumulate tax-free over time. Wouldn’t it be great...
Secure Your Future Together: Financial Planning for Unmarried Couples
Secure Your Future Together: Financial Planning for Unmarried Couples

No one likes to think about death, disability, or a breakup. However, planning for the unexpected can help alleviate many potential problems, particularly for unmarried couples. Although some states have begun to offer committed unmarried couples...
The “Swift” Shifts of 2023’s Unpredictable Market
The “Swift” Shifts of 2023’s Unpredictable Market

2023 stands in sharp contrast to 2022. In 2022, stocks and bonds declined by double digits. Investor sentiment suggested more of the same for 2023. In contrast, the US economy continued to grow, supported by a resilient consumer. Consumers' spending...
real-assets-a-weapon-in-the-fight-against-inflation
Real Assets: A Weapon in the Fight Against Inflation

Real assets are physical, tangible investments—such as real estate, precious metals, timber, and infrastructure—that historically have tended to maintain their real value independent of currency fluctuations. These types of assets are generally far...
Protecting Inheritances for Married Children

Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be concerned about your own marriage, are you worried about protecting the assets of your married children?
Social Security Claiming Strategies: A Guide for Widows and Widowers
Social Security Claiming Strategies: A Guide for Widows and Widowers

If you are widowed, you have some decisions to make when it comes to claiming social security benefits. You may be eligible to claim benefits based upon either your own earnings record or that of your deceased spouse. To qualify for survivor...
How the October Financial Market Surge Could Impact Your Portfolio
How the October Financial Market Surge Could Impact Your Portfolio

Learn about the October market surge. In this article, we discuss: Tricks, not treats for markets in October Challenges such as fixed income falls Indications of an economy showing signs of slowing The continued deceleration of the housing market ...

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