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, APMA®
      • 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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Apr 01 2024

How a Financial Advisor Can Help in Clarifying Your Financial Picture

Clarifying your financial picture is not just a crucial step but a comforting one in paving the way for a financially successful future. It allows you to set clear goals and effectively understand your overall finances, each contributing to a better understanding and managing your overall financial health. At Vision Capital, we know the importance of providing a well-defined, straightforward financial plan by leveraging our years of experience as Certified Financial Planners ™ and utilizing industry-leading software program eMoney Advisor. This process can bring relief and security, knowing that your financial future is in capable hands.

[Read more…]

Written by Sarah Quist · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING · Tagged: FINANCIAL ADVISOR, FINANCIAL PLANNING, PORTLAND OREGON FINANCIAL PLANNER

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

Sep 29 2022

Common Internet Scams in 2022

In the current digital age, the use of technology continues to infiltrate most aspects of everyday life, from online shopping to dating, making people more vulnerable to internet fraud. Additionally, a large portion of the American work force has recently transitioned to working from home, further increasing the likelihood of falling victim to an internet scam. Even though senior citizens continue to be the most vulnerable group according to a 2020 FBI report, younger generations are also being impacted at higher rates than ever before. According to The Federal Trade Commission’s 2021 data, more than $5.8 billion was lost to fraud, a 70% increase compared to 2020. As technology continuously advances, online fraudsters are constantly developing new and more sophisticated cons. According to some experts, we may be on the verge of a “scampocolapyse”, as online cons are growing at an unprecedented rate. In this environment, it is imperative for internet users to be aware of the high potential of fraud and how to protect themselves against scams. The five internet scams described below have been listed as some of the common scams in 2022.

Internet Scams in 2022 [Read more…]

Written by phil rogers · Categorized: FINANCIAL ADVISOR · Tagged: CYBERSECURITY

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

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Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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