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.

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      • 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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Feb 28 2022

Psychology and Investing

In a previous blog, The Psychology of Investing, we discussed how the concepts of loss aversion, recency bias, and selective memory can impact an investment strategy and tolerance for risk. None of us are immune to these potential psychological traps, so it’s important to be aware of the underlying feelings motivating our investment decisions. It’s a challenging but necessary exercise to separate our rational, analytical mind from our emotional response to the highs and lows of market fluctuations (and any other life circumstances we may be navigating at the time). In many ways, investing isn’t only about how the market behaves, but how we react to watching our wealth rise and fall as well. With this in mind, let’s further examine how our conscious and unconscious perceptions are intertwined with the choices we make for our investment portfolios.

Psychology of Investing [Read more…]

Written by Marina Johnson · Categorized: INVESTMENT MANAGEMENT · Tagged: FINANCIAL PLANNING, INVESTMENT

Nov 30 2021

High Earners and Health Savings Accounts

High earners are often looking for ways to strategically save on taxes while boosting their financial outlook. Health savings accounts (HSAs) are a great option for accomplishing this because they provide an uncommon three-point tax benefit: contributions reduce your taxable income, investments within the account grow tax-free, and, as long as you spend the funds on qualified medical expenses, the withdrawals are tax-free too. Additionally, HSAs have fewer restrictions and more benefits than flexible savings accounts (FSAs).

Healthcare and Wealth [Read more…]

Written by Marina Johnson · Categorized: HEALTH INSURANCE, INVESTMENT MANAGEMENT, PARENTING, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH SAVING ACCOUNT

Oct 20 2021

Teaching Your Preschooler About Money

Financial education may sound like a topic for adults, but it’s never too early to start teaching your preschooler about money and how to manage it. Day-to-day activities can easily be transformed into age-appropriate lessons that can lay the foundation for a lifetime of important knowledge and sound decision making. Money influences almost every part of our lives, from the food we eat to how we spend our time in retirement; for better or worse, it’s central to our life experience.

When it comes to children, research shows that they understand what money can be used for by the age of five. By age seven, many of their money habits will already be established. With this in mind, it’s a good idea to start teaching your child about money around 3-5 years of age, when they’re attending preschool and learning to count.

Teaching Your Preschooler Abut Money [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, PARENTING · Tagged: FINANCIAL PLANNING

Sep 27 2021

A Financial Checklist for a Single Parent

Parenthood comes with a lot of responsibility and that weight is amplified if you’re among the 23% of single parent homes in the U.S. As a single parent, managing your finances and getting to a point where you feel comfortable are important as you take care of yourself and your family. Though your budget may be smaller than those in two-income households, there are many things you can do now and going forward to set yourself up for success and protect your family’s future.

Checklist for a Single Parent [Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, PARENTING · Tagged: ESTATE PLANNING, FINANCIAL PLANNING, LIFE INSURANCE

May 26 2021

Understanding Renter and Homeowner Insurance

Like most insurance types, renter and homeowner insurance policies are often glossed over and/or unfamiliar until you’re dealing with an issue such as your kitchen flooding or someone breaking into your car. These policies are important to your financial well-being because they provide protection for both your home’s structural issues and the possessions inside your home. Depending on the landlord, carrying renter’s insurance may be required as a part of your lease. If you own your home and have a mortgage, your bank will very likely require you to have homeowner’s insurance. A 2016 survey by the Opinion Research Center determined that only 41% of renters carry insurance as compared to 95% of homeowners. Such a divide is surprising considering that accidents can happen at any moment, regardless of whether you own or rent, and they can be very expensive to cover out of pocket.

Homeowner insurance

Let’s explore the common benefits and limitations of these types of insurance. [Read more…]

Written by Marina Johnson · Categorized: HOME OWNERSHIP, INSURANCE · Tagged: FINANCIAL PLANNING, HOME INSURANCE, RENTER INSURANCE

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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
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