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
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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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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

May 30 2018

Protecting Your Identity

CybersecurityTechnology has changed the way we live, especially as consumers. You can order dinner without leaving the couch or request a ride (in most cities) by using apps on your phone. Convenience, however, comes at the cost of providing your personal data, including credit card and banking information, and many people do so freely. Just think about the number of websites that have your personal identifying information (date of birth, social security number, etc.) and how many have your banking and credit card information – probably too many to count!

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, INSURANCE, UNCATEGORIZED · Tagged: CYBERSECURITY

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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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