Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Chris Sizemore, CPWA®, CMFC
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
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      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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Archives for May 2018

May 30 2018

Protecting Your Identity

CybersecurityTechnology has changed the way we live, especially as consumers. You can order dinner without leaving the couch or request a ride (in most cities) by using apps on your phone. Convenience, however, comes at the cost of providing your personal data, including credit card and banking information, and many people do so freely. Just think about the number of websites that have your personal identifying information (date of birth, social security number, etc.) and how many have your banking and credit card information – probably too many to count!

[Read more…]

Written by Vision Capital Team · Categorized: FINANCIAL PLANNING, INSURANCE, UNCATEGORIZED · Tagged: CYBERSECURITY

May 14 2018

Total Return Investing and Income-Focused Investing Compared

One of the biggest questions for people entering retirement is how to generate income from their hard-earned savings. Moving from accumulation to withdrawal mode is an uncomfortable transition for many. Setting aside the emotional and behavioral component, what are the logistics involved in creating your own paycheck? From which accounts should you draw and how does this affect your investment strategy?
[Read more…]

Written by Vision Capital Team · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING · Tagged: TOTAL RETURN INVESTING

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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