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
      • 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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    • Employees with Stock Compensation
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Oct 01 2018

Life Transitions – Death of a Loved One

Losing a loved one is one of the most emotionally challenging events we face in life. In addition to the grief and heartache, there are many financial implications with which to contend that can be complicated by family relations and whether or not the person had his/her estate plan in order.

One of the greatest gifts you can give your loved ones is to be proactive and well organized in not only preparing your estate plan, but in communicating your intentions to your beneficiaries. Right down to the music you want played at your funeral, every detail you think through in advance will relieve the burden from those left to handle your estate so they can focus on mourning and honoring your wishes.

Death of a Loved One
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Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INSURANCE, INVESTMENT MANAGEMENT, RETIREMENT PLANNING · Tagged: ESTATE PLANNING

Sep 04 2018

Life Transitions – Navigating Divorce

People are living longer now than ever before. This is surely something to celebrate, however, one of the unintended consequences of our additional longevity is that divorce is on the rise for people over 50. In fact, divorce rates for people 50 and older have almost doubled since the 1990s. Divorce is typically not something you plan for in advance but there are things you can do to prepare for the wide range of emotional and financial implications both before and after it is finalized.

Navigating Divorce

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Written by Marina Johnson · Categorized: DIVORCE, ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: DIVORCE

May 14 2018

Total Return Investing and Income-Focused Investing Compared

One of the biggest questions for people entering retirement is how to generate income from their hard-earned savings. Moving from accumulation to withdrawal mode is an uncomfortable transition for many. Setting aside the emotional and behavioral component, what are the logistics involved in creating your own paycheck? From which accounts should you draw and how does this affect your investment strategy?
[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING · Tagged: TOTAL RETURN INVESTING

Jan 29 2018

Understanding the Role of Life Insurance in Your Financial Plan

We’re just going to throw it out there: life insurance is not a fun or overly interesting topic of conversation. It is however, a very important one. Much of financial planning involves thinking through ‘what if’ situations and in the case of life insurance, you’re planning for what happens when you or a loved one passes away.

So let’s start with how it works.
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Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INSURANCE, RETIREMENT PLANNING, SOCIAL SECURITY · Tagged: FINANCIAL PLANNING, LIFE INSURANCE

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

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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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