Due to COVID-19, we have closed our offices for in-person meetings. We continue to maintain regular office hours. Our staff is working remotely and are happy to meet online or by phone at your convenience. Please feel free to book a meeting with your advisor on our booking page. Thank you for your patience and continued support.
Matt Boelter Financial Advisor and Shareholder
Bruce Yates Financial Advisor and Founding Shareholder
Joe Erickson CPA and Shareholder
Written by Bruce Yates, Matt Boelter, and Joe Erickson, CPA
Original Article can be found here.
We’ve had many questions from clients about recent market volatility. Over the years, we’ve occasionally used the term “frothy” to describe market behavior. Certain stock sectors are definitely starting to…
In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement. Print Friendly
Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting,…