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
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    • The Team
      • 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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      • What is Financial Planning?
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  • Who We Help
    • Employees with Stock Compensation
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    • NIKE Employees
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Apr 28 2021

Should You Rent or Buy?

We’ve all heard the sentiment that you may as well be throwing money away if you’re renting a home, but is that really the case? The answer is that it depends on your specific situation: your needs, finances, and future plans! Home ownership can be beneficial under the right circumstances, but it’s not all sunshine and white-picket fences and while renting may be convenient, you are at the whim of a landlord. There are upsides and downsides to both options and you may find one appealing over the other at different stages in life. We’ll help you explore the factors to consider before deciding whether to rent or buy!

Rent or Buy [Read more…]

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

Jan 02 2020

Why Umbrella Insurance?

Picture this scene: your child’s friend is over at your house, they’re playing on the trampoline and things are getting a little rowdy. Your child’s friend lands wrong, breaks their ankle and is rushed to the hospital. Their parents, who had always been pleasant and seemingly reasonable, now blame you for the incident and have decided to sue you for negligence. Without an umbrella policy in place, you face significant risk to your assets and financial security.

Umbrella Insurance [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, REAL ESTATE INVESTING · Tagged: FINANCIAL PLANNING, UMBRELLA INSURANCE

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

[Read more…]

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

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

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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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