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

  • About
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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • Rebecca Semper CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
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Aug 29 2019

Understanding a Roth 401(k)

It’s no secret that many firms today offer 401(k) retirement plans to their employees, but if your firm is offering a Roth option in its 401(k) plan, it may be worth considering for your retirement savings.

Roth 401(k)What is a Roth 401(k)?

Like a Traditional 401(k), a Roth 401(k) is a retirement savings plan offered by employers to facilitate their employees saving for retirement. The key difference is that the Roth 401(k) is funded with post‐tax dollars, whereas contributions to a Traditional 401(k) are made prior to paying income tax. The funds in both accounts grow tax‐free, meaning no capital gains tax is owed on the growth of the investments, and the annual contribution limits are the same.

[Read more…]

Written by Emily Arnold · Categorized: 401K, FINANCIAL PLANNING, RETIREMENT PLANNING

Jul 30 2018

All About Financial Advisor Qualifications

Selecting a financial advisor can be both confusing and daunting – we get it.

What’s the difference between an advisor working at a firm like Morgan Stanley and an advisor working for a local, independent firm? There are actually many differences, but one place to start is understanding the various financial advisor qualifications associated with investment management and financial planning.

Financial Advisor Qualifications
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Written by Emily Arnold · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT · Tagged: FEE ONLY INDEPENDENT ADVISOR, FINANCIAL 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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  • 4380 SW Macadam Avenue, Suite 350 Portland, OR 97239
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