Envision Wealth Management Posts

Envision Wealth Management

Cash Flow Planning for Small Law Firms and Solo Attorneys At the End of the Year.

Cash flow planning for the solo attorney and small law firms remains one of the most critical areas of financial planning to get correct. 

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Envision Wealth Management

What Does An Inverted Yield Curve Suggest About Growth?

On August 14, 2019, the Dow Jones Industrial Average plunged 800 points, losing 3% of its value in its biggest drop of the year. The Nasdaq

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Envision Wealth Management

7 Ways To Spend Your Summer Bonus

Summer is a great season.  We spend more time outside, take a vacation, or just cut out from work a little early, perhaps to enjoy a local

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Envision Wealth Management

5 Cash Flow Issues Attorneys Face And How To Fix Them

At some point, almost all lawyers struggle to find the cash necessary to pay both business and personal expenses on time.  The variability of

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Stock Market Performance For First Two Months of 2019

  The momentum stocks have enjoyed since the beginning of the year waned some last week as investors took time to consider economic and trade

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The Markets At The End Of 2018

What a Crazy Week! A crazy week of market swings finally closed with each of the benchmark indexes listed here posting gains for the first time

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8 Smart Year End Financial Planning Moves

8 Smart Year End Financial Planning Moves 1.Review your income or portfolio strategy Are you reaching a milestone in your life such as

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Market Week: November 26

The Markets (as of market close November 23, 2018) Trading volume may have been slower than usual during the Thanksgiving holiday week, but

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The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a

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