Posts Archive
Viridian Advisors
Replay of our Coffee Chat
To access a replay of our Live Update and Q&A please click here.
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KEY FEATURES OF THE NEW “CARES” ACT
Written by Joe Erickson, CPA and Shareholder The Corona Aid, Relief and Economic Security CARES Act was passed on Friday 3/27/2020 in response to the COVID-19 coronavirus pandemic. This bill will impact millions of businesses and individuals throughout the U.S., and is designed to help mitigate the financial ramifications of COVID-19 on the U.S. economy. …
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Replay of our Tax Update
If you were not able to attend out Live Tax update webinar you can easily watch a replay by clicking here.
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Replay of our Market Update
If you missed our Live market update and Q&A you can watch the replay by clicking here.
Read More‘Pre-Wealth’ Advising Gives Lifeline to the Paper Rich
Original article published on WealthManagement.com here
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Is it time to change financial advisers?
Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.
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Concentrated Stock Positions White Paper
We are excited to present a very informative and concise White Paper written by Marcus Dusenbury, Financial Advisor and Stock Option Specialist. To read the complete White Paper, click below:
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Who Cares About Social Responsibility?
If You Care, Maybe You Should do Business with Others Who Care, Too. Written by Shannon McCarty, Director of Marketing I often say, “People like doing business with people they know.” We all find ourselves occasionally looking for a person or firm to hire, and it’s natural to turn to business colleagues, friends or family…
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Why Losses Hurt More than Gains Feel Good: Part 2. Implications for Different Investors
Written by Bruce Yates, Financial Advisor and Founding Shareholder In Part 1 of this series, we saw how any loss of a given percentage requires a larger gain (sometimes much larger) to recoup what was lost. This phenomenon is shown in the table below, with the right-hand column showing how much larger gains must be…
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Replay of our Live Update
Please click here to access a replay of our live update from April 8th, 2020
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