Every so often, a client will call me excited about a new private equity opportunity. Often, the conversation leads to something along the lines of: “If I get in early, they’ll reduce the fee. Should…
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Beyond NVIDIA: How to Invest in the Infrastructure Powering AI
If you’ve been watching AI dominate headlines and wondering whether you’re positioned to actually benefit from it, you’re not alone. Most high-income investors have exposure to AI through a handful of large-cap tech stocks….
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What Successful Families Know About Turning Wealth Into a Generational Legacy
You’ve outearned your parents. Probably your grandparents, too. But here’s the uncomfortable truth: the skills that build wealth aren’t the same ones that preserve it across generations. There’s an old saying that captures this…
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The Tax Benefits of Private Markets Most Investors Don’t Know About
Most investors think of private markets as a way to diversify beyond stocks and bonds. That’s true, but for high-income earners, the more compelling reason to pay attention may actually be the tax advantages….
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The Hidden Tax Problem With Maxing Out Your 401(k) as a Top Earner
You’ve worked hard to get here. A high income, a growing portfolio, and the discipline to max out your 401(k) every year. By most measures, you’re doing everything right. But here’s a question worth…
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Envision Wealth Planners Earns Best of BusinessRate 2025
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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