Top 11 Ways to Prevent Fraud and Identity Theft

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…

May 2019 Market Update

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…

Is it time to change financial advisers?

Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.

Concentrated Stock Positions White Paper

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:

Who Cares About Social Responsibility?

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…

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…

Financial Perspectives from a Professional Golfer

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…

April 2019 Market Update

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…

The divorce is final. Now what?

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.

Spring Cleaning — Put Your Financial House in Order

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…

Categories

Archives