Matthew Sheets, CFP®, shares important factors to remember during times of heightened market volatility.
Vision Capital Management Financial Advisor Portland Oregon
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Matthew Sheets, CFP®, shares important factors to remember during times of heightened market volatility.
The book, “The Five Love Languages,” outlines general ways in which individuals express and experience love and affection in romantic relationships. They are Acts of Service, Quality Time, Receiving Gifts, Words of Affection and Physical Touch, and while they may not cover all kinds of communication, they can be a good shorthand to decipher yours and that of your partner.
When it comes to money, it is important to notice and understand how we feel and communicate as individuals and then reflect further how that impacts our partner and finances as a couple or family. If an individual grew up in a home where money was tight and employment was unstable, finances may represent anxiety and worry. For another, a privileged upbringing where money was rarely discussed may later manifest as apathy around budgeting and savings. Financial planners and therapists tend to share the same basic tenets around relationships and money.
To set up a meeting with an advisor at Vision Capital Management, please email info@vcmi.net.
The end of the year is approaching, making it a good time to pause and review your financial strategies and decide what to do, if anything, in the short and long term. Below we have listed several items and reminders for consideration. Please do keep in mind that some of the tasks below are time-sensitive and may take longer than normal to complete due to a spike in volume. For reference, Schwab released its Year-End Giving Guidelines which provides timelines and due dates for charitable donations and gifting.
Charitable Giving and Tax Planning
Retirement Planning
Education Savings
Flexible Spending
To discuss these topics and strategies with a client relationship manager, please email info@vcmi.net.
As the year winds to a close, it is a good time to assess aspects of your financial plan, such as emergency funds and education savings, and to review interest-rate sensitive areas of your portfolio.