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.

  • About
    • Our Story
    • The Team
      • 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®
    • Careers
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      • What is Financial Planning?
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      • Our Approach to Investing
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  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
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    • Women Seeking Female Financial Advisors
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Apr 23 2018

Interest Rates and How They Relate to Your Mortgage

When it comes to interest rates in relation to your credit card, student loan or home mortgage, you probably know the interest rate is the price you’re paying to borrow money. But when you hear about interest rates in the headlines, what kind of rates are they talking about? And if rates are moving up, what does this mean for your mortgage or other lines of credit?

The answer isn’t simple.

[Read more…]

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

Mar 06 2018

Investing in Real Estate: Is It Right for You?

Have you ever felt the rush of excitement when a friend mentions she recently purchased an investment property? You immediately start dreaming of passive income pouring in on a monthly basis (aka, someone else paying your mortgage) and soon you’re calling your friend’s real estate agent.

[Read more…]

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

Oct 16 2017

How to Have a Conversation with Your Financial Advisor

Investment management is challenging to think about, and since much of the conversation with your financial advisor can seem like a lot to conquer, we’d like to offer some tips.

[Read more…]

Written by Katie Cummings · Categorized: ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING

May 26 2015

Why Fiduciary Matters When Finding a Financial Advisor

With so many options available to investors today, it isn’t always easy to know the right things to look for when finding a financial advisor. Many people believe that words like “broker” and “advisor” are interchangeable for example.

That simply isn’t the case. There are different rules and regulations regarding the two. Failing to understand these differences may cost you a great deal of money.

Searching for a Financial Advisor

[Read more…]

Written by Marina Johnson · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL 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
  • (800) 707-5335
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