Posts Archive
Investments
How to Invest for Capital Preservation
Article including quote from Matt Boelter, Viridian Financial Advisor and Shareholder. The article was originally published with US NEWS & World Report. To read the full article, click here.
Read More
Share Your Legacy this Holiday
It is the holiday season, a time of year when our thoughts naturally turn to family. This is also a good time to reflect on your plan for sharing your abundance with your family, both during your lifetime (now or in years to come) and after you’re gone. To leave the type of legacy you…
Read More
Financial Advisor Marcus Dusenbury Live on ‘Getting Your Dough to Rise’ with Chuck Noel KSER 90.7 FM
Enjoy a live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury
Read More
Inside the Toolbox: Monitoring Sector Performance
We thought it might be insightful this month to share with you one of the tools we use in analyzing sectors and sector performance. It is always useful to have simple ways to keep market moves in perspective, and one way that we do this is by looking at the relative performance of the 11…
Read More
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…
Read More
Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1
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…
Read More
Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)
Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade. Companies recognize that their stock can effectively attract and retain talented employees. As part of a compensation package, therefore, your…
Read More
Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)
Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now. They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…
Read MoreIRA and Retirement Plan Limits for 2018
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a traditional IRA and a…
Read More
Q3 Viridian Market Commentary
Written July 24, 2019 by Brian Johnson, Chief Investment Officer and Shareholder. Summary: Returns have been stellar through the first half of 2019. We’re looking to take advantage of pullbacks. It has been an incredible first half of 2019. The Dow Jones Industrial Average (“Dow”) just experienced its best June since 1938, while the S&P…
Read More