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, APMA®
      • 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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Dec 22 2023

Decoding FAFSA : Understanding Its Purpose and Latest Updates

If college is on the horizon for yourself or someone you love, you have likely heard of the FAFSA – the Free Application for Federal Student Aid. Used by the government to award federal school aid, grants, and scholarships, the FAFSA is a form that is filled out annually for the upcoming academic year to determine how much a student and his or her family are expected to be able to contribute towards their college education.

FAFSA Student Aid

[Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING, PARENTING, PERSONAL FINANCE · Tagged: FAFSA, STUDENT LOANS

Jun 22 2023

Student Loan Repayment Restart

Beginning June 30, 2023, the 60-day countdown to the end of the federal student loan freeze began. While the Supreme Court has yet to rule on the Biden administration’s student loan forgiveness proposal as of this writing, the three-year pause on payments that went into effect due to the Covid -19 pandemic is set to resume in September regardless. There can be no more extensions of the freeze of student loan payments. According to research by VantageScore, a credit data analytics company, up to 76% of federal student loan borrowers may miss the first required payment and that single missed payment can ding a borrower’s credit score by as much as 82 points, on average. This month we will look at how to prepare for making payments again (or for the first time if a borrower graduated during the forbearance period).

student loan restart

[Read more…]

Written by Maria Malloy · Categorized: PERSONAL FINANCE · Tagged: STUDENT LOANS

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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