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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Jun 28 2021

How To Help Your Teenager Start Investing

In this grand age of communication and technology, it is likely your teenager is on the internet and has come across the concept of investing. Perhaps their curiosity was sparked by reading the forum WallStreetBets on Reddit, seeing a Tweet about stocks, or a family member sharing an article on Facebook about saving for retirement.

Start InvestingIf they are ready to start investing, the good news is they have options! Many custodians and platforms allow minors to open a retirement or taxable investment account with parental consent. This provides a great opportunity for teenagers to learn how to save and invest, all while gaining valuable financial literacy. In addition, the younger someone is when they begin investing, the more time their investments have to grow through compound earnings. It’s a win-win! [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, PARENTING · Tagged: IRA, ROTH IRA, START INVESTING, UGMA, UTMA

Apr 28 2021

Should You Rent or Buy?

We’ve all heard the sentiment that you may as well be throwing money away if you’re renting a home, but is that really the case? The answer is that it depends on your specific situation: your needs, finances, and future plans! Home ownership can be beneficial under the right circumstances, but it’s not all sunshine and white-picket fences and while renting may be convenient, you are at the whim of a landlord. There are upsides and downsides to both options and you may find one appealing over the other at different stages in life. We’ll help you explore the factors to consider before deciding whether to rent or buy!

Rent or Buy [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, REAL ESTATE INVESTING, RETIREMENT PLANNING · Tagged: REAL ESTATE INVESTING

Mar 30 2021

How to Approach Retirement Savings at Different Ages

It’s no secret that the earlier you’re able to start saving for retirement, the better. Since private company pensions have virtually gone extinct and Social Security benefits are intended to only cover a portion of your working wages, the brunt of saving for retirement falls on your shoulders. With this in mind, you may wonder how much you should be saving as you progress through your career and how your current savings compare to others in your age range. Fortunately plenty of research has been conducted on these topics to help us all find clarity in the great feat that is saving for our later years!

retirement savingsWe focus the discussion below on median retirement savings because it gives a more accurate representation as averages can be skewed by outliers: those with very low retirement savings or those with extremely high savings. [Read more…]

Written by Marina Johnson · Categorized: 401K, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING · Tagged: RETIREMENT SAVINGS

Jan 26 2021

How to Protect Assets in a Divorce

Protecting Assets in a Divorce

It’s no secret that 2020 was a stressful year for many. With social outlets few and far between, relationships of all kinds were put to the test, especially for those living together. In some cases, the stress of social distancing, shut down measures, and financial concerns amongst the backdrop of a pandemic were simply too much to overcome. Divorce is on the rise around the world. While we hope that love lasts a lifetime, it’s important to consider how a divorce could affect your financial security and future as well as any dependents.

[Read more…]

Written by Marina Johnson · Categorized: DIVORCE, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, INVESTMENTS · Tagged: DIVORCE, FINANCIAL PLANNING

Dec 30 2020

Financial Resolutions for the New Year

Each year when the holidays arrive and the new year is around the corner, we reflect on our decisions and experiences over the past twelve months (perhaps especially after 2020!): what we did well, what we learned, what we could have done differently, or how we want to improve for the next year. Improving organizational skills is a common theme for many, as we strive to get ahead of what’s coming while tidying up what’s already happened. To help as you think through ways to better organize your life, let’s address the ways in which you can improve and check in on your financial life so you can start 2021 feeling proactive. 

Financial resolutions for the New Year [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENTS · Tagged: FINANCIAL PLANNING

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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
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