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Viridian Advisors

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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Is it time to change financial advisers?

May 14, 2019
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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

May 8, 2019

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?

May 2, 2019
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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

April 24, 2019
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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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