Vision Capital Management

In 1999, Sue McGrath and Marina Johnson founded Vision Capital Management. Today, our firm is still employee-owned and majority female-owned, providing personalized financial planning and investment portfolios. #financialplanning #investmentmanagement #womenshistorymonth

Life insurance is one of the most underreviewed parts of a financial plan. Once it's in place, it rarely gets looked at again, especially alongside the full financial picture. May is National Insurance Awareness Month. When did you last review your coverage?

Women often trade less frequently and stay the course longer. Access to financial guidance that feels relevant and approachable can still be a barrier, but it doesn't have to be. At Vision Capital, we focus on meeting clients where they are. 📞 503-221-5656

The 4% rule doesn't always keep up with real life. Strategies that adjust withdrawals based on market performance and actual needs can create a more durable income plan.

Estate planning is easy to put off, but delay has real consequences. Reviewing your plan every few years keeps it aligned with your life. 📞 503-221-5656

If talking to your family about money feels uncomfortable, you’re not alone. It’s one of the most avoided conversations. ▶️ If this has been on your mind, our video walks through how to approach it thoughtfully: youtube.com/watch?v=jZRuXd…

A well-constructed portfolio accounts for market shifts. When your financial plan is built with that reality in mind, uncertainty becomes something you’re prepared for, not something you react to.

Women are building more income and wealth than ever before. At Vision Capital, we understand the financial paths women walk. We'd be glad to be that team for you. 📞 503-221-5656

There's a season for everything in financial planning. Knowing how to prioritize goals by time horizon helps progress in one area from derailing another.

Have you figured out what to do with the "stuff" part of your estate? We detail tips for distributing personal belongings and family heirlooms in the March blog. vcmi.net/personal-belon…

Matt Sheets, CFP®, explains why estate planning is essential even without children, highlighting how a clear plan gives you control over your assets, decision-makers, and legacy rather than leaving those choices to default state rules. youtu.be/weNcGyOX3Jo

Gina Jacobson, CFP®, explains the key 2026 updates to retirement contribution limits and gift and estate tax thresholds, and why understanding these changes can help you make more informed saving, giving, and planning decisions for the year ahead. youtu.be/Od4wlDBHLlE?si…

Congratulations to Madison Steinbrenner on completing her coursework and earning her Investment Adviser Certified Compliance Professional (IACCP®) designation! We are excited for you as you enter this next chapter of your career. Way to go, Maddie! #visioncapitalpdx

Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year. vcmi.net/financial-plan…

Our November blog, Safe Travels, details ways to prepare your home and yourself for holiday traveling so you can enjoy your trip with peace of mind. #financialplanning #personalfinance #holidays #holidaytravel #security #visioncapitalpdx vcmi.net/safe-travels-t…

Maria Malloy, CFP®, contributed "The SECURE 2.0 Act and You" in the October edition of the Elder Law Newsletter for the Oregon State Bar. vcmi.net/maria-malloy-c…

We are honored to be included on Portland Business Journal's 2025 Largest Women-Owned Businesses list alongside so many impressive Pacific NW companies. Read the press release for more information. Link in bio.

October is Cybersecurity Awareness Month, and these reminders will go a long way in staying safe online. #cybersecurity #financialplanning #investmentmanagement #visioncapitalpdx

As the year draws to a close, we remind clients of some important financial planning tasks to take care of, such as taking RMDs, tax-loss harvesting, Medicare coverage review, and more. vcmi.net/year-end-finan…

Did you know your library card can get you free admission to local theaters, museums, and performances? September is National Library Card Sign-Up Month and we recommend checking out the benefits available with My Discovery Pass via Multnomah County Library.

The Federal Reserve recently lowered interests rates. So should you make any changes to your saving or borrowing? Client Relationship Manager, Matt Sheets, CFP®, suggests clients review their financial plan with their advisors in light of this update.