@VCMI
Vision Capital Management, an independent financial advisory firm in Portland, Oregon.
Read Our Blog
Read Our Blog
Personal Belongings and Family Heirlooms: Practical Strategies for Distributing Meaningful Items - Vision Capital Management Financial Advisor Portland Oregon -
Personal Belongings and Family Heirlooms: Practical Strategies for Distributing Meaningful Items - Vision Capital Management Financial Advisor Portland Oregon -
When a loved one passes away, their loved ones are left with many responsibilities. Among the most emotionally challenging is sorting through personal belongings – the furniture, jewelry, keepsakes, collections, and everyday items that carry both financial and sentimental value. If clear instructions were not left behind, this process can become overwhelming and potentially divisive. […]
Your 2026 Guide to Tax, Retirement and Gift Limit Changes - Vision Capital Management Financial Advisor Portland Oregon -
Your 2026 Guide to Tax, Retirement and Gift Limit Changes - Vision Capital Management Financial Advisor Portland Oregon -
As we enter 2026, several important tax, retirement, and gifting limits are set to shift. These updates may affect how you save, how you give, and how you plan for the future. Understanding the new thresholds can help you make more informed financial decisions in the year ahead. Retirement Account Limits Increase For 2026, the […]
Safe Travels: Tips for Leaving Home During the Holidays - Vision Capital Management Financial Advisor Portland Oregon -
Safe Travels: Tips for Leaving Home During the Holidays - Vision Capital Management Financial Advisor Portland Oregon -
The holidays are a wonderful time to travel and spend time with friends and family. Whether you’re flying across the country or spending a few days with loved ones nearby, these practical tips can help ensure peace of mind while you’re away. Secure Your Home Leverage home automation: program smart lights, thermostats, video doorbells, and […]
Vision Capital Management Named to Largest Women-Owned Businesses List - Vision Capital Management Financial Advisor Portland Oregon -
Vision Capital Management Named to Largest Women-Owned Businesses List - Vision Capital Management Financial Advisor Portland Oregon -
Vision Capital Management has been named to the Portland Business Journal’s annual “Largest Women-Owned Businesses” list, ranking 56 out of 120 firms based in Oregon and SW Washington. To be considered, company representatives responded to a survey in which they shared the percentage of company ownership that was female-owned and the number of female employees. […]
Year-End Financial Planning Checklist - Vision Capital Management
Year-End Financial Planning Checklist - Vision Capital Management
As the year draws to a close, we would like to highlight two key activities we’re undertaking on behalf of our clients and provide reminders on other best practices for year-end. Tax-Loss Harvesting Our investment team actively monitors portfolios for tax-loss harvesting opportunities. This involves selling securities at a loss to offset capital gains, while […]
My Discovery Pass | Multnomah County Library
My Discovery Pass | Multnomah County Library
My Discovery Pass is a partnership between Multnomah County Library and other local organizations to offer free educational and cultural experiences to Multnomah County Library cardholders.
Vision Named to 2025 Top Money Managers List for Oregon and SW Washington
Vision Named to 2025 Top Money Managers List for Oregon and SW Washington
Vision Capital Management has been named to the Portland Business Journal’s annual “Top Money Managers” list, ranking 23 out of 46 firms. To be considered for the ranking, firms were required to provide information on total assets under management and the number of clients served, and the number of assets and clients served in […]
Creative Ways to Pass on Your Wealth
Creative Ways to Pass on Your Wealth
Legislative Update Video: Tax and Spending Package
Legislative Update Video: Tax and Spending Package
Update on recent tax and spending package.
Social Media Disclosures 2025
Social Media Disclosures 2025
Join us for an informative webinar on March 20.
Vision Capital Management Named to FA 2025 RIA Ranking - Vision Capital Management Financial Advisor Portland Oregon
Vision Capital Management Named to FA 2025 RIA Ranking - Vision Capital Management Financial Advisor Portland Oregon
Vision Capital Management has been named to the FA 2025 RIA Ranking by Financial Advisor magazine, an annual list that recognizes top independent registered investment advisors (RIAs) across the nation based on assets under management (AUM). To qualify for the ranking, firms must be independent, file their own ADV with the SEC, and offer comprehensive […]
Providing for Your Pets in Your Estate Plan
Providing for Your Pets in Your Estate Plan
Before his death, Chanel designer Karl Lagerfeld was accompanied everywhere by his beloved cat, Choupette. The beautiful snow-white feline was featured in product launches, had an Instagram account, and was the subject of two books. When Lagerfeld died in 2019, it was rumored that the cat had become one of the largest beneficiaries of his […]
Giving before You Are Gone: Clever Ways to Distribute Wealth
Giving before You Are Gone: Clever Ways to Distribute Wealth
15 Things to Know about College Savings Plans (with Special Oregon 529 Plan Tips)
15 Things to Know about College Savings Plans (with Special Oregon 529 Plan Tips)
Chris Sizemore and Co-Coaches Featured in Tigard Life
Chris Sizemore and Co-Coaches Featured in Tigard Life
Gina Jacobson Makes Second Appearance on "Wait. Hold Up... What?" Podcast
Gina Jacobson Makes Second Appearance on "Wait. Hold Up... What?" Podcast
Gina Jacobson appears on Wait. Hold Up. What? podcast for a second time.
ESG - Environmental Social Governance Strategy
ESG - Environmental Social Governance Strategy
5 Tips to Reduce Financial Stress During Market Volatility
5 Tips to Reduce Financial Stress During Market Volatility
Gina Jacobson Appears on Wait. Hold Up... What? Podcast - Vision Capital Management Financial Advisor Portland Oregon -
Gina Jacobson Appears on Wait. Hold Up... What? Podcast - Vision Capital Management Financial Advisor Portland Oregon -
Cleaning and Organizing ... the Swedish Way - Financial Advisor Portland Oregon -
Cleaning and Organizing ... the Swedish Way - Financial Advisor Portland Oregon -
Other Areas of Financial Planning: Starting a Family, Planning a Bucket List Trip, Changing Jobs
Other Areas of Financial Planning: Starting a Family, Planning a Bucket List Trip, Changing Jobs
Lan Su Chinese Garden - Lion Dance Performance and More
Lan Su Chinese Garden - Lion Dance Performance and More
Donate Blood - American Red Cross
Donate Blood - American Red Cross
New Year, Fresh Start - Financial Advisor Portland Oregon -
New Year, Fresh Start - Financial Advisor Portland Oregon -
Christmas Ship Parade - Christmas Ships
Christmas Ship Parade - Christmas Ships
OSU research keeps Oregon Christmas tree industry No. 1 in the nation
OSU research keeps Oregon Christmas tree industry No. 1 in the nation
Giving Tuesday - Willamette Week's Give!Guide
Giving Tuesday - Willamette Week's Give!Guide
Year-End Reminders and Considerations
Year-End Reminders and Considerations
National Espresso Day: the Best Coffee Shops in Portland
National Espresso Day: the Best Coffee Shops in Portland
New Research from Fidelity® Shows 71% of Women Own Investments in the Stock Market
New Research from Fidelity® Shows 71% of Women Own Investments in the Stock Market
Smart Education Savings
Smart Education Savings
Taxpayer Bill of Rights | Internal Revenue ServiceIRS Taxpayer Bill of Rights
Taxpayer Bill of Rights | Internal Revenue ServiceIRS Taxpayer Bill of Rights
Cybersecurity - Staying Safe in a Digital World
Cybersecurity - Staying Safe in a Digital World
What to Do in Oregon in September
What to Do in Oregon in September
Rituals over Routine - September 2024 Blog Post
Rituals over Routine - September 2024 Blog Post
GenX savers top Boomer 401(k) balances - but will it be enough?
GenX savers top Boomer 401(k) balances - but will it be enough?
Nike Employee Benefits: Restricted Stock Units / Stock Options Explained
Nike Employee Benefits: Restricted Stock Units / Stock Options Explained
How We Collaborate with your Professional Partners
How We Collaborate with your Professional Partners
What Is a Credit Card Deadbeat? Definition and Benefits
What Is a Credit Card Deadbeat? Definition and Benefits
Financial Guide to the Northwest: Comparing Oregon and Washington
Financial Guide to the Northwest: Comparing Oregon and Washington
Vision Website
Vision Website
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Meet the Vision team
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