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
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
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Jan 22 2023

Trusts and Estate Planning

What is a trust?

A trust is a legal arrangement that allows a third-party (known as a trustee) to manage assets on behalf of a beneficiary or beneficiaries. A trust is set-up by a person known as the grantor, sometimes also referred to as a trustor, who determines what assets are to be added to the trust and names the trustee and beneficiaries. Property put in trust is legally owned by the trust and can be any type of asset, including cash, securities, life insurance policies, or a home or other real estate.

Trusts and Estate Planning [Read more…]

Written by Maria Malloy · Categorized: ESTATE PLANNING · Tagged: TRUSTS

Dec 30 2022

Understanding the Secure Act 2.0

In 2023, the SECURE Act 2.0 for retirement savings becomes federal law, reshaping tax incentives for years to come by making numerous changes to existing retirement account rules and related tax breaks. Though there are many changes, below are some of the ones that will impact high wage earners, those still working, and those who have or are about to retire.Secure Act 2.0 [Read more…]

Written by Maria Malloy · Categorized: 401K, 529 PLAN, FINANCIAL PLANNING, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, IRA, RETIREMENT PLANNING

Nov 28 2022

The Consumer and Producer Price Index

One word defines this year: “inflation.” Reaching levels not seen in 40 years, inflation in the US has been tenacious, peaking at 9.1% in June and budging only slightly in the face of government policies aiming to reduce it further. Its impact has been inescapable. As we wrap up 2022, there is widespread concern about what the inflation levels of this year mean for the next. But what is inflation exactly, and what does it tell us?

The Consumer and the Producer Price Index

[Read more…]

Written by Maria Malloy · Categorized: ECONOMY · Tagged: INFLATION, PRODUCER PRICE INDEX

Aug 20 2022

Medicare Changes in 2022

While Congress is currently considering adding benefits and prescription drug cost controls to Medicare, current Medicare participants may have noticed some other Medicare changes that quietly took place this year.

Most notably? An increase in premiums, deductibles, and other out-of-pocket costs.

Medicare Changes 2022 [Read more…]

Written by Maria Malloy · Categorized: MEDICARE · Tagged: MEDICARE

Jun 23 2022

5 Tips to Reduce Financial Stress During Market Volatility

Market volatility. Most investors understand this is a normal occurrence when investing but that doesn’t necessarily make it any easier to stomach the rollercoaster balances in your accounts. Your chest feels constricted, your jaw is tight, at the back of your mind there are nagging worries that frequently send you down a rabbit hole of “what-if” scenarios. Understandably you’re worried: it’s your livelihood, your future, your quality of life, your legacy.

financial stress

But given that making knee-jerk financial decisions based on emotional reasoning is unlikely to get your investments to where you want them to go, here are a few suggestions of ways to hang tight and stay calm through a period of market volatility. [Read more…]

Written by Maria Malloy · Categorized: ECONOMY, FINANCIAL ADVISOR · Tagged: FINANCIAL ADVISOR

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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