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.

  • About
    • Our Story
    • The Team
      • 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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      • What is Financial Planning?
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  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
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    • Women Seeking Female Financial Advisors
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Aug 01 2024

How We Collaborate with your Professional Partners

As your financial and investment advisors, we know that understanding the whole picture of a client’s life is crucial to providing the best advice and plan. In this video, we share how we work with your accountants, attorneys and insurance professionals to address all the areas of your financial circumstances and plan for your future.

Want to find out more about working with Vision Capital?

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Written by Liz Swagerty Olsen · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INSURANCE, MEDICARE, RETIREMENT PLANNING · Tagged: FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, PORTLAND OREGON FINANCIAL PLANNER, WEALTH MANAGEMENT

Jun 27 2024

Understanding the Implications of Your Job Change

A job change is an exciting milestone, filled with new challenges and opportunities for growth. Scheduling a time to check in with your Vision Capital Client Relationship Manager can ensure the transition is as smooth and beneficial to you as possible. From evaluating compensation packages to helping you understand possible tax consequences, taking a holistic approach is imperative. Here are some essential financial aspects to think about when you’re contemplating your next job. job change [Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING · Tagged: CAREER

May 29 2024

Preparing for the Sunsetting of the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (TCJA) of 2017 significantly reshaped the American tax landscape in numerous ways, impacting individuals from all walks of life by aiming to simplify the tax code, spur economic growth, and provide relief to taxpayers. While some provisions of the TCJA were permanent modifications to the tax code, many of those affecting individuals and families were only temporary and are set to expire at the end of 2025. The expiration of these provisions may potentially to lead to higher tax liabilities for many Americans. This blog will discuss a few of the major ramifications of the sunsetting TCJA and steps individuals can take to prepare.

Tax and Jobs Act [Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING, TAX PLANNING

Apr 24 2024

Beyond the Stigma: Pre and Postnuptial Agreements

Marriage, while a joyous and celebratory occasion, should also be approached with the same touch of practicality that would be recommended when entering into any legally binding contract. Couples undoubtedly don’t wish to think about the possibility of divorce while reveling in the glow of engagement, however approximately 48% of first marriages in the United States end in divorce and the probability increases for second and third marriages.

Prenuptial and postnuptial agreements, colloquially known as pre- and post-nups, have long been stigmatized, however recent reports show that they are growing in popularity, particularly amongst younger people. Approximately 15% of Americans signed one in 2022, with 40% of those individuals being between the ages of 18 and 34. The concept of a prenup dates back more than 2,000 years ago and were most often crafted by the parents of the bride and groom to ensure that the wife would have rights to property upon divorce or the death of her husband.

Prenuptial Postnuptial agreements

[Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING · Tagged: MARRIAGE

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

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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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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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