Vision Capital Management, Inc.

06/02/2026

Divorce can uproot every part of your life, including your finances. You may face many complex questions before, during, and after this challenging time.

Here are some strategies for handling the next crucial financial planning steps.

Divorce can uproot every part of your life, including your finances. You may face many complex questions before, during, and after this challenging time...

05/29/2026

Inheriting assets often creates complexity and rarely happens at a convenient time. The decisions made in the first year can have lasting implications.

A few things to keep in mind:
🔹 Don't make major financial decisions while you're still grieving. Give yourself time before anything moves.
🔹 Get a clear picture first. Understand what you've inherited, how it's held, and what the tax implications are before taking action.
🔹 Check beneficiary designations and account titling. These details are easy to overlook in the early stages.
🔹 Resist outside pressure. Well-meaning family members, advisors you don't know, and unsolicited opinions will find you. None of them need an answer right away.

If you've recently inherited assets and aren't sure where to start, we'd be glad to help walk through it with you: https://vcmi.net/contact

05/27/2026

The traditional diversification playbook has often relied on the assumption that stocks and bonds may move in opposite directions, and holding both creates stability across market cycles.

In certain environments, such as periods of elevated inflation, both stocks and bonds can decline simultaneously, as investors experienced in 2022 and again during recent periods of market volatility. As a result, the relationship between the two asset classes can vary over time, and portfolios built on that assumption may behave differently than expected.

This doesn't mean diversification no longer works, but that the definition of a diversified portfolio has evolved. Asset allocation decisions in 2026 may benefit from a closer look at how different holdings actually behave relative to each other, not just what categories they fall into.

05/25/2026

Memorial Day is a reminder that the freedoms we enjoy every day came at an extraordinary cost. We're grateful for every man and woman who served, and for the families who stood beside them and carried that weight too.

From all of us at Vision Capital, thank you.

05/20/2026

“I don't have children, so I don't really need an estate plan."

It's one of the costliest misconceptions we hear. Without a plan, state law makes those decisions for you. We put together a short video on where to start.

▶️ https://www.youtube.com/watch?v=weNcGyOX3Jo

05/18/2026

An estimated $84 trillion is expected to pass between generations over the next two decades, and most families are underprepared for it.

Whether you're transferring wealth or expecting to receive it, a few things need to be addressed sooner rather than later.

Swipe to see where to start. →

05/13/2026

Retirement isn't the finish line it used to be.

More people are choosing to gradually step back from work rather than reach an abrupt stopping point. It's a meaningful shift, but it changes the retirement planning landscape significantly.

Income timing, Social Security strategy, healthcare coverage, and portfolio withdrawals all look different in a phased retirement than in a traditional one. The sequence of those decisions matters more than most people realize.

If you're considering swapping the traditional retirement model for a phased approach, we can help you build a plan that aligns with each stage of that transition.

📲 https://vcmi.net/contact

05/11/2026

Values-based investing means different things to different people.

For some clients, it means prioritizing environmental and social considerations. For others, it means avoiding certain industries or aligning charitable giving with their broader wealth plan.

At Vision Capital, there's no single template. As a fee-only firm, we’re not compensated by commissions for recommending specific investment products.

We believe that structure helps us stay focused on building portfolios aligned with each client’s goals and priorities.

05/10/2026

Vision Capital was founded by a mother and daughter who set out to build something together.

Our origin is a reminder that some of the most important things we build in life start with the women who believed in us first.

To every mother and mother figure today: we see you, we're grateful for you, and we hope today is everything you deserve.

Happy Mother's Day from our team to yours. 💐

05/06/2026

May is National Insurance Awareness Month, and it's a natural time to ask yourself: When did I last review my coverage?

Life insurance is one of the most consistently underreviewed components of a financial plan.

👉 Part of that is behavioral. It can be an uncomfortable topic, and once coverage is in place, it tends to stay in place without much scrutiny.

👉 Part of it is structural. Life insurance is often handled separately from investment management, which means it rarely gets evaluated in the context of the full financial picture.

That disconnect can be costly.

At Vision Capital, we look at insurance as one component of a comprehensive wealth strategy, not a separate checkbox. If your coverage hasn't been reviewed alongside your broader financial plan recently, we'd be glad to take a look.