Posts Archive
Viridian Advisors
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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Financial Perspectives from a Professional Golfer
Written by Rick McDonald, Financial Advisor I’ve had the honor and good fortune to live two of my life dreams. First, I became a successful professional golfer. Then I was able to enter a second career as a financial planner/advisor, in which I get to truly impact people’s lives, helping them reach their goals and…
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Replay of our Coffee Chat
To access a replay of our Live Update and Q&A please click here.
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