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
    • Our Story
    • 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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      • What is Financial Planning?
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  • Who We Help
    • Employees with Stock Compensation
    • Gen X
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Apr 01 2024

How a Financial Advisor Can Help in Clarifying Your Financial Picture

Clarifying your financial picture is not just a crucial step but a comforting one in paving the way for a financially successful future. It allows you to set clear goals and effectively understand your overall finances, each contributing to a better understanding and managing your overall financial health. At Vision Capital, we know the importance of providing a well-defined, straightforward financial plan by leveraging our years of experience as Certified Financial Planners ™ and utilizing industry-leading software program eMoney Advisor. This process can bring relief and security, knowing that your financial future is in capable hands.

[Read more…]

Written by Sarah Quist · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING · Tagged: FINANCIAL ADVISOR, FINANCIAL PLANNING, PORTLAND OREGON FINANCIAL PLANNER

Feb 27 2024

Navigating the Early Retirement Path: Embarking on Your Golden Years with Clarity

The allure of early retirement, escaping the daily grind for a life filled with freedom and leisure, is a powerful dream. However before taking the plunge, there are many things one should consider to increase the likelihood of a smooth transition and a secure future. This month, we’re delving into a few fundamental aspects to think about before embarking on your early retirement journey.

Early Retirement [Read more…]

Written by Maria Malloy · Categorized: RETIREMENT PLANNING · Tagged: EARLY RETIREMENT, FINANCIAL PLANNING

Nov 28 2023

NIKE Employee Benefits: Understanding the Election of Restricted Stock Units (RSUs) and Stock Options

Equity compensation can be as valuable, if not more so, as cash compensation over the long-term. The election of Restricted Stock Units (RSUs), stock options, or a mix between the two is offered to qualifying employees every August. Let’s review some key factors that separate these two deferred compensation methods.

Nike Employee Benefits and Options [Read more…]

Written by Katie Cummings · Categorized: FINANCIAL PLANNING, NIKE · Tagged: FINANCIAL PLANNING

Nov 27 2023

Giving Retirement a Boost with Unused 529 Plan Funds

With the ever-increasing costs of higher education, state-sponsored 529 plans have quickly become a popular vehicle for saving and investing for these expenses. However, a drawback of these tax-advantaged plans has been what to do with leftover funds should the beneficiary not need them. In this month’s blog post, we will discuss what options are available to those with an unused 529 plan funds, including insight into the exciting new option introduced with the passage of the SECURE 2.0 Act in 2022.

unused 529 funds

[Read more…]

Written by Maria Malloy · Categorized: 529 PLAN, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, UNUSED 529 FUNDS

Sep 21 2023

The Pink Tax: The Hidden Costs of Being a Woman

In a world that champions equality and justice, it may come as a surprise that there still exists a subtle form of discrimination known as the “Pink Tax”. This is not an actual government tax but rather a term coined to encapsulate the idea that being a woman costs more than being a man due to gender-based pricing of everyday necessities, services, and goods.

Pink Tax

[Read more…]

Written by Gina Jacobson · Categorized: WOMEN · Tagged: FINANCIAL PLANNING, WOMEN FINANCIAL ADVISOR

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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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