Vision Capital Management 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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      • Christopher Anissian
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Sep 21 2023

The Pink Tax: The Hidden Costs of Being a Woman

In a world that champions equality and justice, it may come as a surprise that there still exists a subtle form of discrimination known as the “Pink Tax”. This is not an actual government tax but rather a term coined to encapsulate the idea that being a woman costs more than being a man due to gender-based pricing of everyday necessities, services, and goods.

Pink Tax

[Read more…]

Written by Gina Jacobson · Categorized: WOMEN · Tagged: FINANCIAL PLANNING, WOMEN FINANCIAL ADVISOR

Aug 21 2023

Workplace 401(k) Plan Withdrawals: What You Need to Know

In times of financial hardship and limited options, it can be challenging to turn a blind eye to a supply of money reserved for something as abstract as the future. A withdrawal from a workplace 401(k) plan, whether it be a permanent distribution or temporary loan, is allowable in certain circumstances and recent data from Bank of America shows that more participants are taking advantage: hardship withdrawals are up 36% from the second quarter of 2022, and plan loans have increased as well.

401(k) withdrawals [Read more…]

Written by Maria Malloy · Categorized: 401K · Tagged: 401(k) ACCOUNT, FINANCIAL PLANNING

Jul 20 2023

10 Common Cognitive Biases That Can Affect Your Money

Cognitive biases and behaviors surrounding money and investing can significantly affect individual’s financial decisions and overall wealth accumulation. While money and investing are often seen as rational and objective matters, human psychology can introduce biases, fears, and irrational behaviors that can hinder one’s long-term financial success. In this month’s blog, we will explore ten common cognitive biases so you can better understand how they may be impacting your decisions when it comes to your money and investments.

10 Common Cognitive Biases That Can Affect Your Money [Read more…]

Written by Maria Malloy · Categorized: INVESTMENT MANAGEMENT · Tagged: FINANCIAL PLANNING, INVESTMENT

Jun 22 2023

Student Loan Repayment Restart

Beginning June 30, 2023, the 60-day countdown to the end of the federal student loan freeze began. While the Supreme Court has yet to rule on the Biden administration’s student loan forgiveness proposal as of this writing, the three-year pause on payments that went into effect due to the Covid -19 pandemic is set to resume in September regardless. There can be no more extensions of the freeze of student loan payments. According to research by VantageScore, a credit data analytics company, up to 76% of federal student loan borrowers may miss the first required payment and that single missed payment can ding a borrower’s credit score by as much as 82 points, on average. This month we will look at how to prepare for making payments again (or for the first time if a borrower graduated during the forbearance period).

student loan restart

[Read more…]

Written by Maria Malloy · Categorized: PERSONAL FINANCE · Tagged: STUDENT LOANS

May 24 2023

The Advantages of a Female Financial Advisor

In recent years, women have made great strides in equal opportunities in the workforce. One such area where women are making significant headway is in the field of financial advising. Research has shown that having a female financial advisor can provide numerous benefits to clients, both female and male. In this blog, we will examine some of the benefits of female financial advisors and why you may want to consider working with one.

Women Financial Advisor [Read more…]

Written by Sarah Quist · Categorized: FINANCIAL ADVISOR · Tagged: WOMEN FINANCIAL ADVISOR

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More Posts

Vision Capital Management Named to FA 2025 RIA Ranking

Providing for Your Pets in Your Estate Plan

Giving before You Are Gone: Clever Ways to Distribute Wealth

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