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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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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Nov 23 2020

What 2020 Has Taught Us About Our Personal Finances

2020 has taken us on a ride of the unexpected and unpredictable… From a global pandemic, mandated quarantines, and market volatility to a presidential election with record voter turnout, this year continues to shine a light on what we have typically taken for granted. A major part of the conversation surrounding the events of 2020 is how it affected us financially. An all-time high for jobless claims in the United States led to economic challenges only comparable to the Great Depression and Great Recession.

Personal Finances 2020

With so many struggling, people have been forced to adjust their approach to their personal finances including spending, saving, and investing.

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INVESTMENTS · Tagged: budgeting, COVID-19, emergencyfund, INVESTMENT

Aug 30 2020

Estate Planning in the Age of COVID-19

Everyone’s least favorite subject is also one of the most important things to consider during a global pandemic: estate planning, the topic that brings about both the discomfort of facing our own mortality and the urge to ensure our affairs are in order. Perhaps the emergence of COVID-19 prompted you to speak with an attorney and get the ball rolling, or maybe you’ve already had your documents prepared but want to confirm that they’re up-to-date. Regardless of how far along you are in the estate planning process, it’s always a good idea to revisit your plans to make sure that you have everything you need.

Estate [Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, INVESTMENT MANAGEMENT, RETIREMENT PLANNING, TAX PLANNING · Tagged: COVID-19, ESTATE PLANNING

Apr 27 2020

Tips for Life During a Pandemic

For many of us, the COVID-19 outbreak has drastically changed the way we live, work, and enjoy our free time. Perhaps we weren’t as prepared for an emergency as we thought we were or never expected the government would tell us to stay home. Restaurants, bars, parks, and beaches all closed? No way! A line to get into the grocery store? You’re kidding. Signs along the highway reminding us to stay home to stay safe? It feels more like an apocalypse movie than real life. Without access to our usual ways of socializing and entertaining, we’re having to get creative – virtual happy hour anyone?

Stay Home Sign

Since we’re all in this together, let’s do what we can to make it as comfortable and tolerable of an experience as we can. Understand that life is different right now and it’s important to adjust our expectations for ourselves and others accordingly. And maybe the silver lining is that we’ll have a better idea of what we need in order to maintain our health, happiness, and overall well-being when life returns to normal.

[Read more…]

Written by Marina Johnson · Categorized: OREGON, UNCATEGORIZED · Tagged: COVID-19

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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