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, APMA®
      • 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 01 2019

How Technology is Changing Financial Custodian Services

Technology continues to alter and evolve the way in which we transact with each other and the world around us. We’ve moved from computers being a luxury in the late 1980s, when less than 1% of the world’s technology-stored information was in digital format, to today, where people can hold a computer in their hands and nearly all information is stored digitally.

digital financial custodians

Along with the mass adoption of technology, the traditional means of executing and recording financial transactions has shifted significantly and continues to do so. Major financial custodians are changing some of their longstanding client service offerings in order to keep up with the ways in which their clients transact in today’s economy.

[Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS · Tagged: FEE ONLY INDEPENDENT ADVISOR, FINANCIAL PLANNING

Aug 29 2019

Understanding a Roth 401(k)

It’s no secret that many firms today offer 401(k) retirement plans to their employees, but if your firm is offering a Roth option in its 401(k) plan, it may be worth considering for your retirement savings.

Roth 401(k)What is a Roth 401(k)?

Like a Traditional 401(k), a Roth 401(k) is a retirement savings plan offered by employers to facilitate their employees saving for retirement. The key difference is that the Roth 401(k) is funded with post‐tax dollars, whereas contributions to a Traditional 401(k) are made prior to paying income tax. The funds in both accounts grow tax‐free, meaning no capital gains tax is owed on the growth of the investments, and the annual contribution limits are the same.

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Written by Marina Johnson · Categorized: 401K, FINANCIAL PLANNING, INVESTMENTS, RETIREMENT PLANNING, TAX PLANNING

Jul 27 2019

Tips on Moving for Tax Reasons

If you live in a high income tax state such as Oregon, California or New York, you’re probably not happy about the Tax Cuts and Jobs Act of 2017 capping your state and local income tax deductions at $10,000. Many people who were taking advantage of these deductions found their tax bill to be higher after the legislation passed. If nothing is tying you to where you currently live, such as a job or family, you may consider moving to a lower tax state.

Tips for moving for tax reasons

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

May 31 2019

5 Tips for Inheriting Wealth – Life Transitions

Inheriting wealth can be unexpected or something you’ve known about for a long time. Either way, it can be life changing. Beyond the emotional component, your head may be spinning with questions about what to do next. How will this change my life? Will this change my life? Beyond the technical components of inherited wealth, receiving a large gift can spark a lot of existential questions that are important to address within the context of your financial plan.

Inheriting Wealth

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Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, TAX PLANNING · Tagged: FINANCIAL PLANNING, INHERITING WEALTH, INVESTMENT MANAGEMENT

Jan 29 2019

Gifting Money to Your Children

As your children grow into adults, your relationship with them naturally evolves. You love them and may want to continue to support them in various ways but, when it comes to supporting them financially, things can get complicated.

Gifting money

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Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, PARENTING, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL PLANNING, GIFTING MONEY, RETIREMENT PLANNING

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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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