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Viridian Advisors

March 2021 Market Update

March 1, 2021

We’ve had many questions from clients about recent market volatility. Over the years, we’ve occasionally used the term “frothy” to describe market behavior. Certain stock sectors are definitely starting to feel frothy, with growth stocks in particular reaching unusually high valuations, e.g., Price/Earnings (PE) and Price/Revenue ratios. Another recent concern is the potential for an…

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Boeing VIP, VLO, Pension Discussion

February 9, 2021
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In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement.

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Meet Anne Waltman, CPA

December 22, 2020

Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting, she subsequently received her CPA and began work in the banking industry in financial management. She took a professional hiatus to raise a family and…

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Meet Alexa Caplan, CPA, EA

December 17, 2020

Welcome Alexa Caplan to the team. Alexa joined Viridian in June of 2020 as a Tax Manager. Her areas of expertise include tax planning and compliance with a focus on individual, and business tax services. She enjoys helping clients un-riddle their tax situations and use tax laws to their advantage. She holds a Masters in…

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December 2020 Market Update

December 15, 2020

Well another year is almost in the books. 2020 may end up being a year many will want to forget, but it was certainly extraordinary. The investment markets had, by some measures, the most wild ride in history. COVID-19 fears caused a major “waterfall” decline in almost every major investment index in February, and by…

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Viridian on KSER Radio 90.7 FM

October 19, 2020
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Viridian’s own Brian Johnson and Marcus Dusenbury recently joined Chuck Noel on the KSER 90.7FM radio program Getting Your Dough To Rise. Marcus discussed financial planning, while Brian addressed some questions about “technical analysis” (aka “charting”) as a tool for interpreting market direction and trends. Financial planning is all about answering big life questions, e.g.,…

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Boeing Voluntary Layoff – Is this the right choice for you?

August 25, 2020
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Matt Boelter, Viridian Shareholder and Financial Advisor joins the Viridian channel to share some timely and interesting insight into the Boeing Voluntary Layoff Plan options. Are voluntary layoff plans worth considering? Matt has answers.

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Important IRS Update from Viridian

August 22, 2020
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In this short video we address concerns a number of clients have recently had with IRS notices with Shareholder and Tax Team Lead Debbie Baker. The IRS has many COVID related delays going and we want to share the impact of those delays on taxpayers. Please visit our YouTube Channel for additional information and interviews…

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Replay of our Live Update

April 8, 2020
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Please click here to access a replay of our live update from April 8th, 2020

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Replay of our Coffee Chat

April 3, 2020
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To access a replay of our Live Update and Q&A please click here.

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