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
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Archives for August 2021

Aug 24 2021

When is the Right Time to Refinance?

Refinancing has been a hot topic in the headlines since interest rates were historically low (below 3%!) throughout early 2021. Though rates have slowly risen as the year has gone on, they are still low enough to tempt many into considering a refinance. In the right circumstances, refinancing can be beneficial; however, it requires an investment of time, money, and effort, so it’s important to fully consider the pros and cons before moving forward.

Refinancing your home [Read more…]

Written by Emily Arnold · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP · Tagged: MORTGAGE, REFINANCING

Aug 02 2021

NIKE Employee Benefits: Understanding the Election of RSUs and Stock Options

Happy summer!

Besides ample sunshine and peak vacation season, summer represents a perfect time to plan for an important upcoming decision-making period for many NIKE employees. Starting at the E band level, the election of Restricted Stock Units (RSUs), stock options, or a mix between the two will be available. To help you prepare, let’s discuss some key factors that separate these two deferred compensation methods that should be considered. Let’s start with the basics regarding each method.Nike Employee Benefits and Options

[Read more…]

Written by Katie Cummings · Categorized: FINANCIAL PLANNING · Tagged: FINANCIAL PLANNING

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