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

Cryptocurrency Explained

Cryptocurrency has been making headlines lately, from media coverage by prominent networks to Twitter weigh-ins by the likes of Mark Cuban and Elon Musk, but there is still a shroud of mystery surrounding it and its uses. The popularity of cryptocurrency has ebbed and flowed for over a decade but some companies are now ready to bank on where it could go in the future. Tesla just announced the purchase of $1.5 billion in Bitcoin and intends to start accepting Bitcoin as a form of payment. RBC analysts have suggested that Apple is ideally positioned to offer consumers the ability to buy and sell cryptocurrency via its Wallet app. Although opinions abound about how risky cryptocurrency is to own and its long term viability as a form of currency, one thing seems certain: as a concept, it’s here to stay.

Cryptocurrency

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What 2020 Has Taught Us About Our Personal Finances

2020 has taken us on a ride of the unexpected and unpredictable… From a global pandemic, mandated quarantines, and market volatility to a presidential election with record voter turnout, this year continues to shine a light on what we have typically taken for granted. A major part of the conversation surrounding the events of 2020 is how it affected us financially. An all-time high for jobless claims in the United States led to economic challenges only comparable to the Great Depression and Great Recession.

Personal Finances 2020

With so many struggling, people have been forced to adjust their approach to their personal finances including spending, saving, and investing.

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Environmental, Social, and Governance (ESG) Investing Explained

As environmental and social justice matters continue to make national headlines, you may be wondering if your financial investments align with your personal beliefs and values.

In recent years, the concept of socially responsible investing gave rise to the practice of Environmental, Social, and Governance (ESG) investing, which uses those guidelines to build a sustainable and ethical portfolio. Potential investments are screened for a variety of factors in each category to ensure that investments are made in companies whose leadership has demonstrated through ethical practices and policies that they care about people and the planet. Like all investing, there are both pros and cons, and it’s important to work with a financial company or advisor who is transparent and trustworthy when deciding if and how to begin ESG investing.

Environmental Social Governance Investing [Read more…]

You’ve Graduated! Time to Start Investing.

Congratulations! You’re a college graduate and the world is your oyster. Transitioning to life as an independent adult means leaving the structure and preset expectations school provides, which can be both daunting and exciting at the same time. For years you had parents/teachers/professors/coaches telling you what you needed to do to reach the next step in life. Now, it’s up to you to decide what that next step looks like and how you’ll get there.

Graduate Investing

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Total Return Investing and Income-Focused Investing Compared

One of the biggest questions for people entering retirement is how to generate income from their hard-earned savings. Moving from accumulation to withdrawal mode is an uncomfortable transition for many. Setting aside the emotional and behavioral component, what are the logistics involved in creating your own paycheck? From which accounts should you draw and how does this affect your investment strategy?
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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
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
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