Posts Archive

Investments

Replay of our Coffee Chat

April 3, 2020
, , , , , , , ,

To access a replay of our Live Update and Q&A please click here.

Read More

Fourth Quarter Market Commentary

February 19, 2020
, ,

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…

Read More

How to Invest for Capital Preservation

January 7, 2020
,

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

December 10, 2019
, , , , , ,

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
Marcus Dusenbury

Financial Advisor Marcus Dusenbury Live on ‘Getting Your Dough to Rise’ with Chuck Noel KSER 90.7 FM

September 3, 2019
, , , ,

Enjoy a live interview with Viridian Financial Advisor & Founding Shareholder, Marcus Dusenbury

Read More

Q3 Viridian Market Commentary

August 5, 2019
, , ,

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
Brian Johnson

Inside the Toolbox: Monitoring Sector Performance

July 1, 2019
,

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

April 24, 2019
,

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

March 26, 2019
,

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)

December 3, 2018
, ,

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

Get In Touch

Share On Social Media