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®
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      • Courtney Mersereau, CFP®
      • Rebecca Semper, CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
      • Madison Langley
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Feb 22 2021

Cryptocurrency Explained

Cryptocurrency has been making headlines lately, from media coverage by prominent networks to Twitter weigh-ins by the likes of Mark Cuban and Elon Musk, but there is still a shroud of mystery surrounding it and its uses. The popularity of Cryptocurrency has ebbed and flowed for over a decade but some companies are now ready to bank on where it could go in the future. Tesla just announced the purchase of $1.5 billion in Bitcoin and intentions to start accepting Bitcoin as a form of payment. RBC analysts have suggested that Apple is ideally positioned to offer consumers the ability to buy and sell cryptocurrency via its Wallet app. Although opinions abound about how risky cryptocurrency is to own and its long term viability as a form of currency, one thing seems certain: as a concept, it’s here to stay.

Cryptocurrency

[Read more…]

Written by Emily Arnold · Categorized: INVESTMENTS · Tagged: cryptocurrency

Jan 26 2021

How to Protect Assets in a Divorce

Protecting Assets in a Divorce

It’s no secret that 2020 was a stressful year for many. With social outlets few and far between, relationships of all kinds were put to the test, especially for those living together. In some cases, the stress of social distancing, shut down measures, and financial concerns amongst the backdrop of a pandemic were simply too much to overcome. Divorce is on the rise around the world. While we hope that love lasts a lifetime, it’s important to consider how a divorce could affect your financial security and future as well as any dependents.

[Read more…]

Written by Emily Arnold · Categorized: DIVORCE, FINANCIAL PLANNING · Tagged: DIVORCE, FINANCIAL PLANNING

Dec 30 2020

Financial Resolutions for the New Year

Each year when the holidays arrive and the new year is around the corner, we reflect on our decisions and experiences over the past twelve months (perhaps especially after 2020!): what we did well, what we learned, what we could have done differently, or how we want to improve for the next year. Improving organizational skills is a common theme for many, as we strive to get ahead of what’s coming while tidying up what’s already happened. To help as you think through ways to better organize your life, let’s address the ways in which you can improve and check in on your financial life so you can start 2021 feeling proactive. 

Financial resolutions for the New Year [Read more…]

Written by Emily Arnold · Categorized: FINANCIAL PLANNING · Tagged: FINANCIAL PLANNING

Nov 23 2020

What 2020 Has Taught Us About Our Personal Finances

2020 has taken us on a ride of the unexpected and unpredictable… From a global pandemic, mandated quarantines, and market volatility to a presidential election with record voter turnout, this year continues to shine a light on what we have typically taken for granted. A major part of the conversation surrounding the events of 2020 is how it affected us financially. An all-time high for jobless claims in the United States led to economic challenges only comparable to the Great Depression and Great Recession.

Personal Finances 2020

With so many struggling, people have been forced to adjust their approach to their personal finances including spending, saving, and investing.

[Read more…]

Written by Emily Arnold · Categorized: FINANCIAL PLANNING, INVESTMENTS · Tagged: budgeting, COVID-19, emergencyfund, INVESTMENT

Oct 26 2020

All About Pet Insurance

We all know the importance of having health insurance for ourselves and our families, but what about for our four-legged family members – our pets?

Pet Insurance

[Read more…]

Written by Emily Arnold · Categorized: FINANCIAL PLANNING · Tagged: FINANCIAL PLANNING, PET INSURANCE

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More Posts

Health Insurance Enrollment Explained, Including Medicare

Estate Planning in the Age of COVID-19

Environmental, Social, and Governance (ESG) Investing Explained

Post Categories

  • 401K
  • 529 PLAN
  • CHARITABLE GIVING
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  • ELLEVATE NETWORK
  • ESTATE PLANNING
  • FIDUCIARY
  • FINANCIAL PLANNING
  • HEALTH INSURANCE
  • INVESTMENT MANAGEMENT
  • INVESTMENTS
  • MEDICARE
  • OREGON
  • OREGON ECONOMY
  • REAL ESTATE INVESTING
  • RETIREMENT PLANNING
  • SOCIAL SECURITY
  • TAX PLANNING
  • UNCATEGORIZED

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