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Shannon McCarty

Shouldn’t your Retirement be your “Encore” Life?

June 14, 2019
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Part One of Weekly Three Part Series starting 6/14/19. Part 1 – Don’t Plan for Retirement The retirement you saw your grandparents or even your parents live through will likely not be the retirement you choose for yourself. Consider the following: In 1900, the average life expectancy was 47 years. Only 100,000 Americans lived to…

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Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder

June 7, 2019
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To read Matt’s complete bio click here

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Top 11 Ways to Prevent Fraud and Identity Theft

May 24, 2019
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By Matt Boelter, Viridian Financial Advisor and Shareholder Almost every day we hear stories from families affected by some form of fraud.  According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud.  Here are some suggestions for staying out of harm’s way, and a few of…

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May 2019 Market Update

May 23, 2019

By Brian Johnson, Viridian Chief Investment Officer and Shareholder Market Commentary May 22, 2019 Summary:  Considerably more money has been flowing into bonds recently than into global equity (stock) markets.  That, plus continuing trade war escalation and some borderline indicators, are keeping us underweight equities in our Viridian Conservative and Viridian Balanced model portfolios. Although…

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