Bonds experienced some ups and downs in 2024, impacted by inflation and changing interest rates. While U.S. bonds managed modest gains, international bonds faced challenges due to rate fluctuations and currency movements. Wondering how bonds can still effectively fit into your investment strategy? Explore our latest blog for practical insights and strategies to navigate current market conditions with confidence. Read more ?? https://hubs.li/Q03cPRtf0 #Bonds #Inflation #InterestRates #InvestmentStrategy #FinancialPlanning
EmVision Capital Advisors
金融服务
Aurora，Ohio 100 位关注者
EmVision Capital is a comprehensive wealth management practice focused on EmPowering our clients to plan for the future.
关于我们
EmVision Capital Advisors is a comprehensive wealth management firm that helps clients navigate their financial journey from the accumulation phase to becoming financially independent in retirement. As every investor’s definition of financial independence is different, we focus on the personal relationships with our clients to ensure our whole team is aligned with each individual’s goals, investment objectives and risk tolerance. We accomplish this via our diverse investment team of nine wealth advisors and client service specialists, who live our values and apply our experience to EmPower our clients to live the life they want to live. Securities and advisory services offered through Commonwealth Financial Network?, Member FINRA/SIPC, a Registered Investment Advisor. EmVision Capital Advisors | 251 W. Garfield Road, Suite 155, Aurora, OH 44202. 330.954.3770 This communication is strictly intended for individuals residing in the state of Ohio. 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.
- 网站
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https://emvisioncapital.com/
EmVision Capital Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Aurora，Ohio
- 类型
- 私人持股
- 创立
- 2014
地点
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主要
获取路线
251 W Garfield Rd
US，Ohio，Aurora，44202
EmVision Capital Advisors员工
动态
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Over the weekend, our CEO and Founder, Michael, proudly cheered on his son, Jameson, and his baseball team as they secured their fifth consecutive win! At EmVision, baseball and family hold a special place in our culture. We love celebrating our team's wins—both on and off the field. Congratulations to Jameson and his teammates on this fantastic accomplishment! ??
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Special congratulations to our President and CEO's son, Nicholas Embrescia, for receiving this prestigious award from the University of Cincinnati's Lindner College of Business! We're looking forward to him joining our team later this year.
I'm thrilled to announce that Nicholas Embrescia, my son, has been named a 2025 Outstanding Undergraduate Student in Entrepreneurship by his university. This award highlights his hard work, determination, and passion for entrepreneurship. I couldn't be happier for him. Nicholas's dedication and innovative spirit are set to enhance our EmVision Capital Advisors team, and I'm excited to share that he will be joining us in the near future. Congratulations, Nicholas! I'm excited to see all the great things you'll accomplish—both here at EmVision and beyond.
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Are new tariffs signaling turbulence ahead for investors and businesses? With recent policy shifts impacting major trade partners, it's crucial to understand how these developments may affect the economy, inflation, and your investment strategy. In our latest blog post, we break down what these tariffs mean, what history can teach us, and how investors can navigate potential market volatility. Stay informed and stay prepared. Read the full article now. ?? https://hubs.li/Q03b0gT10 #Economy #Tariffs #Investing #FinancialPlanning #MarketInsights
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Last week, Michael, Johnathon, and Jim represented EmVision Capital Advisors at the AssetMark Gold Forum in Phoenix. This exclusive event brought together top advisors for strategy, innovation, and, of course, some fun. They spent the conference collaborating with industry leaders, exploring ways to enhance our client experience, and diving into the latest in wealth management. There was even a surprise Happy Birthday serenade for Michael! (Yes, we have the video. And yes, we’re sharing it! ??) At EmVision, we believe in continuous growth, building strong partnerships (shoutout to AssetMark! ??), and making sure we’re always bringing the best insights back to YOU—our clients and community. #EmVisionCapital #AssetMarkGoldForum #WealthManagement #FinancialPlanning #IndustryLeaders #HappyBirthdayMichael
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At EmVision, our clients' trust is at the heart of everything we do. Want to hear more about how we’ve helped others on their financial journey? ?? See what other valued clients have to say: https://hubs.li/Q036-8dj0 ?? #ClientSuccess #WealthManagement #EmVisionCapitalAdvisors
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The right insurance coverage isn’t just about protection—it’s about smart planning. Our team conducts a full insurance analysis to ensure your policies align with your financial goals and safeguard what matters most. From life insurance and long-term care to health savings accounts, we help identify any coverage gaps and recommend solutions tailored to your unique situation. Schedule a meeting to start planning. https://hubs.li/Q036-9qG0 #InsurancePlanning #WealthManagement
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At EmVision, we believe in the power of dreams—and the impact of making them a reality. That’s why we’re proud to support @BelieveinDreams, an incredible organization helping youth overcome adversity. One of their Dreams in the Works is for Tyler, a 10-year-old who dreams of attending basketball camp. After facing family displacement, this experience would help him build confidence, develop skills, and create positive memories. Learn more about dreams like Tyler’s: https://hubs.li/Q036-7LL0 ??? #BelieveInDreams #EmpowerYouth #MakeADifference
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