Posts Archive

Viridian Advisors

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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Financial Perspectives from a Professional Golfer

April 18, 2019

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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April 2019 Viridian Market Update

April 18, 2019

Written by Brian Johnson, Chief Investment Officer and Viridian Shareholder. Summary:  Q1 was a great quarter.  We will likely continue to use market pullbacks to increase equity allocations. When we first reduced our equity allocations in July of 2018—from “overweight” stocks (where we had been since April of 2016) to a “neutral” stance—we did so…

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The divorce is final. Now what?

April 17, 2019

Written by Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridan Shareholder. The original article is published on MarketWatch. To read the full article, click here.

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Spring Cleaning — Put Your Financial House in Order

April 10, 2019
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As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed. Here’s a checklist of key considerations to help you get started. Lay a Balanced Investment Groundwork Does your…

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Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1

March 26, 2019
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Written by Bruce Yates, Financial Advisor and Founding Shareholder Many investors assume that as long as they are right more times than they’re wrong, they will end up with good results. That is a logical assumption. If you buy three stocks in succession, for instance, and two of them produce big gains, and only one…

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Don’t Retire; Just Stop Stressing

March 20, 2019
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By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible.  It is an opportunity to enjoy life without the worries that the daily grind of work entails.  However, for many, working provides such structure and…

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