Vision Capital Management 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
    • Our Story
    • The Team
      • Christopher Anissian
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Oct 30 2025

Financial Planning Video: Cybersecurity – Staying Safe Online

Client Relationship Manager Gina Jacobson, CFP®, provides reminders and best practices for protecting your information and finances on the internet.

Written by Liz Swagerty Olsen · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INSURANCE, OREGON ECONOMY, PERSONAL FINANCE, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING, WOMEN

Oct 30 2025

Financial Planning Video: Maximizing Employee Benefits

Client Relationship Manager Maria Malloy, CFP®, details ways employees can get the most out of their benefits.

Written by Liz Swagerty Olsen · Categorized: 401K, ECONOMY, ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, HEALTH INSURANCE, INSURANCE, INVESTMENT MANAGEMENT, INVESTMENTS, NIKE, OREGON, OREGON ECONOMY, PARENTING, PERSONAL FINANCE, RETIREMENT PLANNING, TAX PLANNING, WOMEN · Tagged: employee benefits, FINANCIAL PLANNING, Personal Finance

Oct 30 2025

Safe Travels: Tips for Leaving Home During the Holidays

The holidays are a wonderful time to travel and spend time with friends and family. Whether you’re flying across the country or spending a few days with loved ones nearby, these practical tips can help ensure peace of mind while you’re away.

Secure Your Home

  • Leverage home automation: program smart lights, thermostats, video doorbells, and home security cameras in advance and monitor remotely for real-time updates.
  • Inform a neighbor or friend: ask someone you trust to keep an eye on your home, collect unexpected packages, and report anything unusual.
  • Lock up and unplug: double-check that all doors, windows, and garage entries are locked. Unplug small appliances to prevent electrical hazards. Store jewelry, legal documents, and valuables in a safe or secure deposit box.

Plan with Health and Comfort in Mind

  • Pack medications in your carry-on and bring extra doses in case of delays. Carry a list of your prescriptions and your doctor’s contact information.
  • If you have a chronic condition or allergies, wear a medical ID bracelet. Request mobility assistance as soon as you can. Airports, hotels, and attractions often provide free or low-cost options like wheelchair or shuttle services or priority boarding.
  • Keep your body moving when you are able, stretch regularly, and stay hydrated.

Manage Finances and Documents Safely

  • Call your bank and credit card companies and tell them when you will be traveling to avoid flagged transactions or freezes.
  • Carry only essential cards and a limited amount of cash and leave unnecessary documents at home.
  • Make digital or paper copies of your passport, ID, travel insurance, and emergency contacts. Share these copies with a trusted family member or friend and store them for yourself in a separate location.
  • Consider travel insurance, especially if the trip is especially long or complicated. Even the most well-prepared travelers have to pivot sometimes, and coverage can protect against severe weather, medical emergencies, and cancellations.

Stay Connected While Gone

  • Share your itinerary with a trusted family member or friend and include the details of your accommodations.
  • Use secure connections when accessing the internet and conducting financial transactions. Avoid using public Wi-Fi and opt for a VPN while abroad.
  • Wait to post travel updates or photos online, especially on social media sites like Facebook, until after you return home to avoid alerting bad actors that you are away, and your home is empty.

Enjoy the Journey!

With your home secure and your visit planned thoughtfully, you can focus on connecting with loved ones, making fond memories, and enjoying the spirit of the holiday season.

Written by Liz Swagerty Olsen · Categorized: ECONOMY, ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, OREGON, OREGON ECONOMY, PARENTING, PERSONAL FINANCE, RETIREMENT PLANNING, WOMEN · Tagged: FINANCIAL PLANNING, RETIREMENT PLANNING, traveling

Oct 28 2025

Financial Planning Video: Important End-of-Year Reminders

Client Relationship Manager Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year.

Written by Liz Swagerty Olsen · Categorized: CHARITABLE GIVING, ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, MEDICARE, PERSONAL FINANCE, RETIREMENT PLANNING, TAX PLANNING, WOMEN

Oct 27 2025

Financial Planning Video: Medicare Open Enrollment

Client Relationship Manager Matt Sheets, CFP®, outlines Medicare options and important factors to consider during open enrollment.

Written by Liz Swagerty Olsen · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, HEALTH INSURANCE, MEDICARE, PERSONAL FINANCE, SOCIAL SECURITY, WOMEN

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More Posts

Investment Strategy Update: Rate Cuts to the Rescue

Webinar Recording: Cybersecurity Tips and Best Practices

Vision Capital Management Named to Largest Women-Owned Businesses List

Post Categories

  • 401K
  • 529 PLAN
  • CHARITABLE GIVING
  • DIVORCE
  • ECONOMY
  • ELLEVATE NETWORK
  • ESTATE PLANNING
  • FIDUCIARY
  • FINANCIAL ADVISOR
  • FINANCIAL PLANNING
  • HEALTH INSURANCE
  • HOME OWNERSHIP
  • INSURANCE
  • INVESTMENT MANAGEMENT
  • INVESTMENTS
  • MEDICARE
  • NIKE
  • OREGON
  • OREGON ECONOMY
  • PARENTING
  • PERSONAL FINANCE
  • REAL ESTATE INVESTING
  • RETIREMENT PLANNING
  • SOCIAL SECURITY
  • TAX PLANNING
  • UNCATEGORIZED
  • WOMEN

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 S. Macadam Avenue, Suite 350 Portland, OR 97239
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