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

5 Tips to Reduce Financial Stress During Market Volatility

Market volatility. Most investors understand this is a normal occurrence when investing but that doesn’t necessarily make it any easier to stomach the rollercoaster balances in your accounts. Your chest feels constricted, your jaw is tight, at the back of your mind there are nagging worries that frequently send you down a rabbit hole of “what-if” scenarios. Understandably you’re worried: it’s your livelihood, your future, your quality of life, your legacy.

financial stress

But given that making knee-jerk financial decisions based on emotional reasoning is unlikely to get your investments to where you want them to go, here are a few suggestions of ways to hang tight and stay calm through a period of market volatility. [Read more…]

The Paycheck Protection Program

In the wake of the coronavirus pandemic, the Paycheck Protection Program (PPP) was established and the U.S. Small Business Administration (SBA) began distributing loans to businesses in need. The goal of the program is to incentivize businesses to keep all of their employees on payroll; applicants had to affirm that they needed the funds in order to continue operating and employing their workforce. If you’ve been approved for a loan, you’re likely trying to stay on top of the requirements to have it forgiven. There’s a lot of information out there to digest and, since this is a new program, guidance is still evolving even though funds have already been dispensed. To get you started, we’ve provided answers to common questions with the information currently available.

Paycheck protection program [Read more…]

All About Financial Advisor Qualifications

Selecting a financial advisor can be both confusing and daunting – we get it.

What’s the difference between an advisor working at a firm like Morgan Stanley and an advisor working for a local, independent firm? There are actually many differences, but one place to start is understanding the various financial advisor qualifications associated with investment management and financial planning.

Financial Advisor Qualifications
[Read more…]

10 Critical Factors to Consider When Hiring a Financial Advisor

Imagine if your doctor followed this standard when recommending medical treatment: you need a treatment for a serious ailment and the doctor recommends a “suitable” treatment. Not the best or most appropriate treatment, but a suitable one. He could offer you superior treatment, but instead he recommends a treatment using a pharmaceutical company that, in fact, pays him a good deal of money for such recommendations.

Fiduciary daty and doctors [Read more…]

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
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