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.

Rituals over Routine

September is upon us and students and teachers everywhere are back at school. For many adults, it is a popular time to reset routines and assess goals and progress. September is also National Self-Care Awareness Month, reminding folks to prioritize their own health and well-being. According to psychologists, turning our routines and habits into rituals can help us to approach tasks with intention and focus and allows us to infuse everyday duties with joy and meaning. In the blog post below, we have compiled ways in which financial responsibilities can be transformed into rituals.

  • Write down your small and large financial goals. Place the note where you will see it often and make a habit of rereading it several times a week.
  • Be intentional with your time and money. Review your calendar before the week begins and forecast spending. Look for ways to get creative and stick to your budget, such as carpooling with a friend to an event or taking mass transit.
  • Automate your bills and banking and identify accounts you can set up on autopay for ease and peace of mind.
  • Treat yourself to a favorite playlist, make a cup of tea, and light a cozy candle before you settle in to pay your bills or enter budget numbers.
  • Plan a budget date with your partner such as a neighborhood walk, a coffee or cocktail date or an afternoon drive to discuss individual and joint goals and check in with each other.
  • Journal your anxieties and concerns related to personal finance obligations and goals. What is providing the most stress? What can you do today, next week and next month to address it?
  • Recall a time or times in your life when you made financial decisions that you were proud of and proved advantageous. What worked well then? How can that experience inform today’s choices and actions?
  • Remember a person in your life you admire(d) for the way in which they conduct their personal finances and affairs. What did they do and what did they represent to you that you can learn from and adopt as your own style?

If you are experiencing a stressful time of transition or are simply looking to discuss your investment management and financial planning with an expert, please email us at info@vcmi.net or call 503-221-5656.

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…]

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…]

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…]

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…]

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
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