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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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Mar 29 2022

Marriage and Social Security Retirement Benefits

Since Social Security benefits are often a substantial part of your cash flow during retirement, it’s important to understand how they can be impacted by marriage and divorce. Every relationship and financial situation is different, so it’s wise to be prepared to make well-informed decisions about your benefits.

Marriage and Social Security Benefits [Read more…]

Written by Marina Johnson · Categorized: DIVORCE, FINANCIAL PLANNING, SOCIAL SECURITY · Tagged: FINANCIAL PLANNING, RETIREMENT PLANNING

Feb 28 2022

Psychology and Investing

In a previous blog, The Psychology of Investing, we discussed how the concepts of loss aversion, recency bias, and selective memory can impact an investment strategy and tolerance for risk. None of us are immune to these potential psychological traps, so it’s important to be aware of the underlying feelings motivating our investment decisions. It’s a challenging but necessary exercise to separate our rational, analytical mind from our emotional response to the highs and lows of market fluctuations (and any other life circumstances we may be navigating at the time). In many ways, investing isn’t only about how the market behaves, but how we react to watching our wealth rise and fall as well. With this in mind, let’s further examine how our conscious and unconscious perceptions are intertwined with the choices we make for our investment portfolios.

Psychology of Investing [Read more…]

Written by Marina Johnson · Categorized: INVESTMENT MANAGEMENT · Tagged: FINANCIAL PLANNING, INVESTMENT

Jan 26 2022

Managing Finances for a Loved One in Cognitive Decline

Knowing a loved one is going through cognitive decline is a difficult situation on its own made even more challenging when you consider how it will affect their finances. Problems related to money management, from unpaid bills and abnormal spending to confusion over their accounts and missing money, are often one of the first indicators that something is amiss. Fortunately, if your loved one is heading towards a dementia diagnosis of some kind or has already received one, there are steps you can take to protect their financial assets and ensure they’re properly taken care of when they’re no longer able to care for themselves.
Cognitive Decline

  • [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING

Dec 30 2021

Inflation in the Modern Era

Americans have heard quite a bit about inflation lately and probably noticed how the price of goods and services have risen. This is commonly referred to as inflation, but it is a little like putting the cart before the horse. In fact, the rising cost of goods and services are merely the symptoms of a debasement in the reserve currency. In other words, inflation is a word used to describe the symptoms of a weakening of the dollar relative to assets and goods and services. Understanding its implication requires an examination of inflation within the context of the modern economic era.
inflation

[Read more…]

Written by Jeff Schmidt · Categorized: ECONOMY, INVESTMENT MANAGEMENT · Tagged: INFLATION

Nov 30 2021

High Earners and Health Savings Accounts

High earners are often looking for ways to strategically save on taxes while boosting their financial outlook. Health savings accounts (HSAs) are a great option for accomplishing this because they provide an uncommon three-point tax benefit: contributions reduce your taxable income, investments within the account grow tax-free, and, as long as you spend the funds on qualified medical expenses, the withdrawals are tax-free too. Additionally, HSAs have fewer restrictions and more benefits than flexible savings accounts (FSAs).

Healthcare and Wealth [Read more…]

Written by Marina Johnson · Categorized: HEALTH INSURANCE, INVESTMENT MANAGEMENT, PARENTING, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH SAVING ACCOUNT

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More Posts

Trusts and Estate Planning

Understanding the Secure Act 2.0

The Consumer and Producer Price Index

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