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
      • 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®
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
  • Resources
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

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

Jul 22 2022

How to Save Amid Escalating Summer and Fall Travel Costs

After being suspended by the pandemic for the past two years, the travel industry is booming, and the trend looks to continue into early Fall. Eager travelers are understandably excited to take those long-awaited vacations. However, the pandemic has created chaos in the travel industry- increased cancellations and delays due to labor shortages, surging airfares, and record-breaking gas prices. According to the US Bureau of Labor Statistics, air fares are up 33%, fuel prices have increased by 44% and meals are 9% higher compared to a year ago. Needless to say, if you are planning to travel in Summer or Fall of 2022, prepare for it to be expensive. Fortunately, there are plenty of travel-saving tips if you are willing to be flexible and are prepared in advance.

travel costs [Read more…]

Written by Maddie Steinbrenner · Categorized: FINANCIAL ADVISOR · Tagged: FINANCIAL PLANNING, TRAVEL

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

May 23 2022

Next Steps for the Graduate: 5 Alternatives to Attending College

Graduation time is here! High school seniors will walk across the stage and into the next phase of life. Some graduates are certain and excited about their next step. Others may be unsure what the future will bring. If you are feeling uncertain, there are plenty of options to support yourself while gaining valuable life experience.

attending college [Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, PARENTING · Tagged: CAREER, COLLEGE SAVING, FINANCIAL PLANNING

Apr 25 2022

Spring Cleaning for Your Finances

Spring: the season of growth and revival. After a long, cold winter, nothing feels better than cleaning up and getting organized. It’s the perfect juncture, nestled between the beginning of the year and summertime, to make changes to your current routine and establish new habits that are a better fit for your future by not only refreshing your home, but revamping your finances as well.

Spring Cleaning for Your Finances [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING · Tagged: FINANCIAL PLANNING

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • …
  • 14
  • Next Page »

Sign up for the Vision Capital Newsletter

Fields marked with a * are required.

More Posts

Trusts and Estate Planning

Understanding the Secure Act 2.0

The Consumer and Producer Price Index

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
  • OREGON
  • OREGON ECONOMY
  • PARENTING
  • REAL ESTATE INVESTING
  • RETIREMENT PLANNING
  • SOCIAL SECURITY
  • TAX PLANNING
  • UNCATEGORIZED

Archives

  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • October 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • January 2018
  • October 2017
  • August 2017
  • October 2016
  • September 2016
  • May 2016
  • November 2015
  • May 2015

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2023 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS