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®, CDFA
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      • Jeffrey Schmidt, CFA
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      • Katelyn Cummings, CFP®
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      • Stacy Sizemore, IACCP®
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Archives for October 2019

Oct 30 2019

Life Transitions: Getting Married

Getting married is the start of something exciting and should be a joyful time. You’ve found the love of your life and it’s safe to assume that thinking through the financial risks of merging assets is an uncomfortable subject between you and your spouse.

At the same time, there are practical matters that you should discuss during your engagement period to prepare for the unexpected. Communication is key to setting yourselves up financially and legally for whatever life sends your way.

Life Transitions - Marriage

[Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, INVESTMENTS, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL PLANNING, LIFE TRANSITIONS

Oct 01 2019

How Technology is Changing Financial Custodian Services

Technology continues to alter and evolve the way in which we transact with each other and the world around us. We’ve moved from computers being a luxury in the late 1980s, when less than 1% of the world’s technology-stored information was in digital format, to today, where people can hold a computer in their hands and nearly all information is stored digitally.

digital financial custodians

Along with the mass adoption of technology, the traditional means of executing and recording financial transactions has shifted significantly and continues to do so. Major financial custodians are changing some of their longstanding client service offerings in order to keep up with the ways in which their clients transact in today’s economy.

[Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS · Tagged: FEE ONLY INDEPENDENT ADVISOR, FINANCIAL PLANNING

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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