Maitland, FL – Envision Wealth Planners has been named a Best of BusinessRate 2025 award recipient. The recognition is based on publicly available client reviews and satisfaction data, identifying businesses that consistently earn strong…
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Is the 60/40 Portfolio Still Enough for Long‑Term Investors?
The traditional 60/40 portfolio split (60% stocks and 40% bonds) has long been the standard asset allocation for long-term investing. For decades, this strategy has helped investors balance growth and stability, smooth out the…
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The Biggest Tax Planning Mistake High Earners Make? Starting Too Late
Securing extra income is never a bad thing, but it can feel like you’ve made a mistake when the tax bill arrives. As a high-net-worth individual in the thick of your top-earning years, you’re…
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Sean Gerlin, CFP® CPWA® ChFC® CLU®, Receives Wealthtender Voice of the Client Award
FOR IMMEDIATE RELEASE Maitland, FL – January 21, 2026 — Sean Gerlin, CFP® CPWA® ChFC® CLU®, founder of Envision Wealth Planners, has been awarded the 2025 Wealthtender Voice of the Client Highly Rated Advisor…
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Is Wearable Tech the Next Big Investment? Here’s How to Think About It
It wasn’t long ago that wearable technology felt like a novelty and human augmentation was the stuff of science fiction. Many of us found step counters, smartwatches, and fitness trackers useful early on and…
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Maxed Out Your Workplace 401(k)? Use Your LLC to Save More
You already take full advantage of your employer’s retirement plan, whether that’s a 401(k) or 403(b). But as a high earner looking to save diligently for retirement, it doesn’t take long to reach the…
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Key Financial Strategies Every 1099 CRE Executive Should Understand
If you’re like many commercial real estate executives we meet, being a “business owner” isn’t how you’d describe your work. You’re part of a major firm, managing clients, and pushing revenue—not sitting around thinking…
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What Is Tax Alpha and Why It Matters for Your Portfolio
When most investors hear the word “alpha,” they think performance. It’s the classic measure of how much value a portfolio manager or investment strategy adds beyond what the market already provides. That kind of…
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Q&A: Should I Include Private Equity and Credit in My 401(k)?
Private equity, credit, infrastructure, real assets, and other private investments have long been inaccessible for most average investors. In fact, for decades, these alternatives have been largely reserved for institutions and ultra-high-net-worth investors. But…
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How Private Investments Are Reshaping Retirement for High‑Income Earners
Market volatility has a way of testing even the most well-structured retirement plans. When equities swing and bonds fall short, what once felt like a balanced portfolio can suddenly look vulnerable. High-income earners who’ve…
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