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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Oct 28 2025

Financial Planning Video: Important End-of-Year Reminders

Client Relationship Manager Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year.

Written by Liz Swagerty Olsen · Categorized: CHARITABLE GIVING, ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, MEDICARE, PERSONAL FINANCE, RETIREMENT PLANNING, TAX PLANNING, WOMEN

Oct 20 2025

Investment Strategy Update: Rate Cuts to the Rescue

John LaBarca, CFA, director of investments, discusses market activity for the third quarter and the impact of interest rate cuts by the Federal Reserve.

Written by Liz Swagerty Olsen · Categorized: ECONOMY, FIDUCIARY, INVESTMENT MANAGEMENT, INVESTMENTS

Oct 14 2025

Maria Malloy, CFP®, Contributes Article to Elder Law Section Newsletter of Oregon State Bar

Maria Malloy Customer Service Representative Client Relationship Associate Maria Malloy, CFP®, contributed the article “The SECURE 2.0 Act and You: How New Legislation Is Enhancing Retirement Planning,” to the October edition of the Elder Law Newsletter for the Oregon State Bar. In it, she details how temporary or expiring policies were made permanent, including provisions related to retirement planning, employer-sponsored retirement plans, catch-up contributions to retirement accounts, Roth IRA funding, and charitable contributions, among others. To read the newsletter, click the image below.

Written by Liz Swagerty Olsen · Categorized: 401K, CHARITABLE GIVING, ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, PERSONAL FINANCE, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING, WOMEN

Oct 01 2025

Year-End Financial Planning Checklist

As the year draws to a close, we would like to highlight two key activities we’re undertaking on behalf of our clients and provide reminders on other best practices for year-end.

  1. Tax-Loss Harvesting

    Our investment team actively monitors portfolios for tax-loss harvesting opportunities. This involves selling securities at a loss to offset capital gains, while simultaneously reinvesting in a way that remains aligned with your long-term goals and risk tolerance. We also manage cost basis considerations to support overall tax efficiency.

  2. Required Minimum Distributions (RMDs)

    Clients age 73 or older are legally required to take annual Required Minimum Distributions (RMDs) from tax-deferred retirement accounts, such as traditional IRAs and 401(k)s. Vision Capital will assist in coordinating these distributions through your Fidelity or Schwab account as needed.  If you have an inherited IRA, Required Minimum Distributions (RMDs) may still be required, regardless of your age, depending on the terms of the inheritance and current IRS regulations.  If you hold an inherited IRA or have any questions regarding your RMD obligations, please contact your client relationship manager for guidance.

Additionally, the following items can help clients get organized and ready to welcome in the new year.

  • Maximize Retirement Contributions

    Even if you can’t contribute the full annual limit, increasing contributions before year-end can significantly enhance long-term retirement savings. If eligible, consider making “catch-up contributions,” which vary in amount depending on the type of retirement account.

  • Optimize Charitable Giving

    To receive a 2025 tax deduction, charitable donations must be completed by December 31. We recommend acting early, as nonprofits can be overwhelmed during the final weeks of the year. Additional strategies to consider include bunching donations into a single year for greater impact, donating highly appreciated long-term assets, or making qualified charitable distributions (QCDs) directly from an IRA.

  • Evaluate Income Tax Withholding

    Now is a good time to reassess your withholding elections to make sure they still match up with your current income level and tax situation heading into the new year.

  • Assess Medicare Coverage

    We recommend reading the Annual Notice of Change (ANOC) document, which details changes to costs and coverage. If you have experienced significant changes with your health, are seeing new providers, or have new prescriptions, it may be worthwhile to move to a new plan during open enrollment, which takes place from October 15 to December 7.

  • Contribute to Your Health Savings Account

    Health Savings Accounts (HSAs) carry the unspent funds over to the next year. If you are able, it is advantageous to maximize your contribution to your HSA for a triple tax advantage: tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical costs.

  • Use Flexible Spending Accounts (FSAs)

    Flexible spending funds are generally subject to a “use it or lose it” rule. Depending on your plan, unused balances may expire at year-end. Eligible purchases include new contacts or glasses, prescriptions, appointment copays, and over-the-counter items such as first aid supplies, sunscreen, and cold and flu remedies.

  • Review Estate Planning Documents

    Outdated beneficiary designations are unfortunately common and can lead to unintended consequences. Take the time to review and update your beneficiary forms to ensure they accurately reflect your current wishes and circumstances.

If you have any questions about the topics outlined above, please don’t hesitate to reach out. We are here to support your financial goals with thoughtful, proactive guidance.

Written by Liz Swagerty Olsen · Categorized: 401K, 529 PLAN, CHARITABLE GIVING, DIVORCE, ECONOMY, ELLEVATE NETWORK, ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, HEALTH INSURANCE, HOME OWNERSHIP, INSURANCE, INVESTMENT MANAGEMENT, INVESTMENTS, MEDICARE, NIKE, OREGON, OREGON ECONOMY, PARENTING, PERSONAL FINANCE, REAL ESTATE INVESTING, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING, UNCATEGORIZED, WOMEN · Tagged: end of year checklist, FINANCIAL PLANNING, Flexible Spending Accounts, Health Savings Accounts, MEDICARE, RETIREMENT PLANNING

Sep 04 2025

Vision Capital Management Named to 2025 Top Money Managers List for Oregon and SW Washington

 

Vision Capital Management has been named to the Portland Business Journal’s annual “Top Money Managers” list, ranking 23 out of 46 firms.

To be considered for the ranking, firms were required to provide information on total assets under management and the number of clients served, and the number of assets and clients served in Oregon and SW Washington (Clark and Skamania counties). The ranking noted that the firms collectively managed more than $101 billion in assets across Oregon and SW Washington.

“We are thrilled to be recognized as a leading wealth management firm by the Portland Business Journal. This is a testament to the dedication of our entire team and reflects our collective mission of Empowering Financial Wellness. We also acknowledge our clients for their trust and collaboration, which inspires and motivates us every day,” said Sarah Quist, CFP®, managing director and principal of the firm.

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Disclosures
The Portland Business Journal’s Top Money Management list is a ranking based on assets under management for Oregon and SW Washington clients as of May 31, 2025. Vision Capital Management, Inc. (“VCMI”) was ranked in July 2025 by Portland Business Journal. Portland Business Journal’s ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. To be eligible for the ranking, firms must provide investment management and financial planning services and have an office in Oregon or SW Washington. VCMI did not pay a fee to Portland Business Journal in exchange for inclusion in the 2025 Top Money Managers list. VCMI is not aware of any conflicts of interest with the Portland Business Journal’s Top Money Management list.

Written by Liz Swagerty Olsen · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, OREGON · Tagged: Portland Business Journal, Top Financial Planner Portland, Top Money Manager Portland, Top Wealth Manager Portland, vision capital management

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More Posts

Financial Planning Video: Medicare Open Enrollment

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Vision Capital Management Named to Largest Women-Owned Businesses List

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  • UNCATEGORIZED
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Private Wealth Advisor
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