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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...
6 Money Conversations to Have in a Long-Term Relationship
6 Money Conversations to Have in a Long-Term Relationship

All couples hope for a “happily ever after,” but it’s no secret that money issues can be primary reasons partners split up or divorce. To avoid future battles over finances, it’s smart to put all your cards—credit and otherwise—on the table. Of...
The Dollar’s Staying Power and Other Reasons Not to Panic
The Dollar’s Staying Power and Other Reasons Not to Panic

In recent weeks, there has been much ado about the dollar. Questions and concerns have arisen about de-dollarization, central bank digital currencies, and what the government might do to your savings. The root of these concerns seems to be the...
Retirement Planning at Every Age
Retirement Planning at Every Age

Whether retirement is right around the corner or decades away, being strategic about investing and saving for that time can help set you up for a comfortable lifestyle once you stop working. Unfortunately, research finds that many Americans...
Q1 2023 Market Highlights
Q1 2023 Market Highlights

Some market highlights from the first quarter of 2023 include: March results helped all three major U.S. indices end the first quarter of 2023 in the green. Despite mid-March market turbulence caused by strain on the banking industry, economic...
Financial Planning for Empty Nesters
Financial Planning for Empty Nesters

Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But as you settle into your “empty nest,” you might be wondering, now what? It’s time to figure out how to adapt to your child’s new...

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