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
      • Courtney Mersereau, CFP®
      • Rebecca Semper CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
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Sep 04 2018

Life Transitions – Navigating Divorce

People are living longer now than ever before. This is surely something to celebrate, however, one of the unintended consequences of our additional longevity is that divorce is on the rise for people over 50. In fact, divorce rates for people 50 and older have almost doubled since the 1990s. Divorce is typically not something you plan for in advance but there are things you can do to prepare for the wide range of emotional and financial implications both before and after it is finalized.

Navigating Divorce

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING · Tagged: DIVORCE

Jul 30 2018

All About Financial Advisor Qualifications

Selecting a financial advisor can be both confusing and daunting – we get it.

What’s the difference between an advisor working at a firm like Morgan Stanley and an advisor working for a local, independent firm? There are actually many differences, but one place to start is understanding the various financial advisor qualifications associated with investment management and financial planning.

Financial Advisor Qualifications
[Read more…]

Written by Emily Arnold · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT · Tagged: FEE ONLY INDEPENDENT ADVISOR, FINANCIAL ADVISOR, FINANCIAL PLANNING

Jul 29 2018

10 Critical Factors to Consider When Hiring a Financial Advisor

Imagine if your doctor followed this standard when recommending medical treatment: you need a treatment for a serious ailment and the doctor recommends a “suitable” treatment. Not the best or most appropriate treatment, but a suitable one. He could offer you superior treatment, but instead he recommends a treatment using a pharmaceutical company that, in fact, pays him a good deal of money for such recommendations.

Fiduciary daty and doctors [Read more…]

Written by courtney mersereau · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT · Tagged: FEE ONLY INDEPENDENT ADVISOR, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL ADVISOR, FINANCIAL SERVICES, INVESTMENT, INVESTMENT MANAGEMENT, INVESTMENT PROCESS

Jun 29 2018

You’ve Graduated! Time to Start Investing.

Congratulations! You’re a college graduate and the world is your oyster. Transitioning to life as an independent adult means leaving the structure and preset expectations school provides, which can be both daunting and exciting at the same time. For years you had parents/teachers/professors/coaches telling you what you needed to do to reach the next step in life. Now, it’s up to you to decide what that next step looks like and how you’ll get there.

Graduate Investing

[Read more…]

Written by courtney mersereau · Categorized: INVESTMENTS · Tagged: FINANCIAL PLANNING

May 30 2018

Protecting Your Identity

CybersecurityTechnology has changed the way we live, especially as consumers. You can order dinner without leaving the couch or request a ride (in most cities) by using apps on your phone. Convenience, however, comes at the cost of providing your personal data, including credit card and banking information, and many people do so freely. Just think about the number of websites that have your personal identifying information (date of birth, social security number, etc.) and how many have your banking and credit card information – probably too many to count!

[Read more…]

Written by courtney mersereau · Categorized: FINANCIAL PLANNING · Tagged: CYBERSECURITY

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More Posts

The Conversation on Paying for College

Life Transitions: Getting Married

How Technology is Changing Financial Custodian Services

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