Envision Wealth Management Posts

20 Sep

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

6 Sep

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

1 Aug

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

31 May

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

4 Mar

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

2 Jan

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

13 Dec

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

30 Nov

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

16 Oct

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