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EmVision Capital Advisors Blog

A Financial Checklist You Can Handle
A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals...
The Need for Regular Retirement Plan Maintenance
The Need for Regular Retirement Plan Maintenance

Looking after your retirement plan is a balancing act. Even the most comprehensive strategy needs regular maintenance to continue heading in the right direction.
Reviewing Your Tax Strategies
Reviewing Your Tax Strategies

Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you. In fact, tax planning can be a year-round activity.
The Path of Inflation - It's All About That Base
The Path of Inflation - It's All About That Base

Whether it's the price of bread, gasoline, or rent, we all feel inflation. As consumers, we often feel inflation differently than the Fed measures inflation. In this month's On The Mark, we explore three aspects of inflation – price change versus...
Medicare Advantage Do-Over
The Medicare Advantage Do-Over: What You Need to Know for Open Enrollment

We’ve all made decisions we wish we could change. If you enrolled in Medicare Part C, also known as Medicare Advantage, during the annual fall open enrollment and now doubt whether it’s the right health insurance for you, you may have the...
10 Common Retirement Mistakes to Avoid

In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your...
Learn Exchange-Traded Fund Basics
Learn Exchange-Traded Fund Basics

Since the first exchange-traded fund (ETF) was introduced to the market in 1993, exchange-traded products have seen tremendous growth. In 2020, U.S. ETF assets have reached close to $5 trillion, with more than 2,000 exchange-traded products on the...
Finra Urges B-Ds, Reps to Implement Succession Plans
Finra Urges B-Ds, Reps to Implement Succession Plans

The Financial Industry Regulatory Authority (Finra) has issued a regulatory notice encouraging registered representatives and the 600,000 broker-dealers to have succession plans in place for when firms are sold or reps retire or are no longer able...
Your November 14 Weekly Update
Your November 14 Weekly Market Update

The Consumer Price Index (CPI) surprised markets last week with headline—which rose 0.4 percent month-over-month against an expected 0.6 percent gain—and core—which rose 0.3 percent month-over-month (excluding food and energy) against an expected...

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