Posts Archive

Viridian Advisors

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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KEY FEATURES OF THE NEW “CARES” ACT

March 31, 2020
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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

March 27, 2020
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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

March 19, 2020
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If you missed our Live market update and Q&A you can watch the replay by clicking here.

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‘Pre-Wealth’ Advising Gives Lifeline to the Paper Rich

March 16, 2020

Original article published on WealthManagement.com here

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The Call of the Snowbird Life

February 19, 2020
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Written by Matt Boelter Financial Advisor and Shareholder Ever think of moving to a warmer climate for the rainy/snowy season?  At one time or another, all of us who live in northern climes have thought how nice that would be.  As with most retirement options, the further ahead you plan, the more choices you will…

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Fourth Quarter Market Commentary

February 19, 2020
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Fourth Quarter 2019 Market Commentary By Brian Johnson, Viridian Chief Investment Officer and Shareholder January 26, 2019 Summary:  The fourth quarter of 2019 saw most stock markets move meaningfully higher, while bonds took a breather after earlier advances. The fourth quarter of 2019 was overwhelmingly positive for major equity (stock) indices. Domestically, the S&P 500…

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