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
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    • 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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Apr 23 2018

Interest Rates and How They Relate to Your Mortgage

When it comes to interest rates in relation to your credit card, student loan or home mortgage, you probably know the interest rate is the price you’re paying to borrow money. But when you hear about interest rates in the headlines, what kind of rates are they talking about? And if rates are moving up, what does this mean for your mortgage or other lines of credit?

The answer isn’t simple.

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, INVESTMENTS, REAL ESTATE INVESTING, TAX PLANNING

Mar 06 2018

Investing in Real Estate: Is It Right for You?

Have you ever felt the rush of excitement when a friend mentions she recently purchased an investment property? You immediately start dreaming of passive income pouring in on a monthly basis (aka, someone else paying your mortgage) and soon you’re calling your friend’s real estate agent.

[Read more…]

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

Aug 07 2017

13 Vital Tips for Downsizing in Retirement

One of the hardest decisions retirees have to make is when and how to downsize in retirement. As we age, stairs can become a nuisance and as maintenance and utility expenses rise, it can make sense to transition to a more simplified arrangement for living.

Downsizing in Retirement

What’s more, many retirees rely on the equity in their home to help fund their retirement and potential medical costs. [Read more…]

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

Sep 19 2016

Portland Financial Planner Tips: Preparing for a Natural Disaster

As financial planners, our job is to help our clients prepare for the expected but more importantly, the unexpected. This can include anything from losing a job, suffering a sudden, debilitating health event, and even a natural disaster. As Portland financial planner, we are increasingly aware of the potential for a major earthquake.

Preparing for a Natural Disaster

For this reason, we asked the Red Cross to come in to speak to us about the Cascadia Subduction Zone located off the Oregon coast and their tips regarding preparation for this potentially devastating event.

[Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, OREGON, TAX PLANNING · Tagged: FINANCIAL PLANNING, NATURAL DISASTER, PORTLAND OREGON FINANCIAL PLANNER

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Financial Planning Video: Medicare Open Enrollment

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