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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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

Nov 23 2020

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.

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENTS · Tagged: BUDGETING, COVID-19, EMERGENCYFUND, INVESTMENT

Jul 27 2020

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…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING

Jun 29 2020

Access to Saving for Retirement

The lack of Americans’ retirement savings, referred to as “retirement insecurity”, is a topic we are hearing more and more about as the Boomer generation ages into retirement. Private company pensions are few and far between these days, putting the onus of saving for retirement on individuals, rather than corporations. Compounding the issue of the lack of retirement savings is the fact that Americans are living longer and will need to save more to cover living expenses and potentially higher medical costs later in life. Elected officials have responded to the potential crisis by enacting legislation such as the SECURE Act (Setting Every Community Up for Retirement Enhancement) and the OregonSaves program.

Access to Retirement Savings

[Read more…]

Written by Marina Johnson · Categorized: 401K, FINANCIAL PLANNING, INVESTMENTS, RETIREMENT PLANNING, SOCIAL SECURITY · Tagged: 401k, FINANCIAL PLANNING, RETIREMENT PLANNING

Mar 30 2020

The Psychology of Investing

Psychology of InvestingWhen it comes to investing our hard-earned savings, it’s difficult to remove emotion from our decision making, especially as those savings fluctuate up and down with the market. For most people these assets are grown over decades through saving and hard work – how could we not be emotionally attached? Especially when considering retirement assets, a portfolio can feel like a member of the family; they’ve seen the good times and the bad, from the job we loved to the one we didn’t, from our youngest child’s wedding to our first health scare. However long you’ve been invested, it’s likely that you know the feeling of watching the markets drop and the inevitable sinking stomach feeling. Perhaps that feeling and the corresponding worry stayed with us longer than it took for the market and our portfolios to recover and now informs our current financial decision-making. Why then, can few of us mark the moments in time when our investments grew significantly and we celebrated their success?

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS

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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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