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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Sep 27 2021

A Financial Checklist for a Single Parent

Parenthood comes with a lot of responsibility and that weight is amplified if you’re among the 23% of single parent homes in the U.S. As a single parent, managing your finances and getting to a point where you feel comfortable are important as you take care of yourself and your family. Though your budget may be smaller than those in two-income households, there are many things you can do now and going forward to set yourself up for success and protect your family’s future.

Checklist for a Single Parent [Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, PARENTING · Tagged: ESTATE PLANNING, FINANCIAL PLANNING, LIFE INSURANCE

Jul 27 2021

How to Spend Leftover 529 Plan Money

What happens if your child ends up not spending all (or any) of the funds in their 529 plan? Maybe they received a scholarship or opted to enroll in a U.S. Military Academy, and now you need to figure out what to do with the money you saved for them. Although it may seem farfetched that your child will not need every penny, about 10% of families end up having funds leftover that the original beneficiary did not need. To put that in perspective, there are more than 14.8 million 529 plan accounts, and at the end of 2020, they were holding a record-high of $425 billion! If you and your child find yourselves in such a predicament, don’t worry, you have plenty of options to ensure the remaining money is put to good use.

529 Plan Leftover [Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENTS, PARENTING · Tagged: 529 PLAN, COLLEGE SAVING

Jun 28 2021

How To Help Your Teenager Start Investing

In this grand age of communication and technology, it is likely your teenager is on the internet and has come across the concept of investing. Perhaps their curiosity was sparked by reading the forum WallStreetBets on Reddit, seeing a Tweet about stocks, or a family member sharing an article on Facebook about saving for retirement.

Start InvestingIf they are ready to start investing, the good news is they have options! Many custodians and platforms allow minors to open a retirement or taxable investment account with parental consent. This provides a great opportunity for teenagers to learn how to save and invest, all while gaining valuable financial literacy. In addition, the younger someone is when they begin investing, the more time their investments have to grow through compound earnings. It’s a win-win! [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, PARENTING · Tagged: IRA, ROTH IRA, START INVESTING, UGMA, UTMA

Dec 02 2019

The Conversation on Paying for College

According to an article by Forbes, the average total cost of a four-year degree is now over $100,000, more than double, even when accounting for inflation, than it was 30 years ago. Perhaps even more shocking, the total college price tag grew nearly eight times as fast as wages over the same period. Working your way through college is nearly impossible and it’s no secret that student loans make up the largest slice of non-housing debt in the U.S.

So how do you plan for and advise your child as they weigh their post high school graduation options?

Student Debt

[Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENTS, PARENTING, RETIREMENT PLANNING, TAX PLANNING · Tagged: COLLEGE SAVING, FINANCIAL PLANNING, STUDENT LOAN BURDEN

Jun 28 2019

College Graduation (A Guide for Parents)

Congratulations! Your child is not the only one who should celebrate graduating from college; this is a major milestone for you too! You’ve been planning, saving, and working to help support your graduate and now it’s time for the next chapter.

College Graduation

[Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INSURANCE, PARENTING · Tagged: COLLEGE GRADUATION, PORTLAND OREGON FINANCIAL PLANNER

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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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