Replay of our Coffee Chat

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


Written by Joe Erickson, CPA and Shareholder The Corona Aid, Relief and Economic Security CARES Act was passed on Friday 3/27/2020 in response to the COVID-19 coronavirus pandemic.  This bill will impact millions of businesses and individuals throughout the U.S., and is designed to help mitigate the financial ramifications of COVID-19 on the U.S. economy. …

Replay of our Tax Update

If you were not able to attend out Live Tax update webinar you can easily watch a replay by clicking here.

Replay of our Market Update

If you missed our Live market update and Q&A you can watch the replay by clicking here.

‘Pre-Wealth’ Advising Gives Lifeline to the Paper Rich

Original article published on here

Market Update – Covid-19 Coronavirus Scare

By Brian Johnson, Viridian Chief Investment Officer and Shareholder February 28, 2020 Summary:  Due to fears related to the COVID-19 coronavirus, stock markets have experienced a rapid sell-off in the last six days that is nearly unprecedented. Though we don’t want to downplay the seriousness of a potential pandemic, history demonstrates that declines caused by…

The Call of the Snowbird Life

Written by Matt Boelter Financial Advisor and Shareholder Ever think of moving to a warmer climate for the rainy/snowy season?  At one time or another, all of us who live in northern climes have thought how nice that would be.  As with most retirement options, the further ahead you plan, the more choices you will…

Fourth Quarter Market Commentary

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…

The Dangers Of Using A 529 Plan For Student Loan Debt

The article including thoughts from Mary Ann Ferreira, CFP®, Certified Divorce Financial Analyst™, and Viridian Shareholder was originally published by To read the full article, click here.

SECURE Act Update — How Could It Affect Your Retirement?

SECURE Act – Implications for You Written by Mary Ann Ferreira, Financial Advisor & Shareholder While we were all preoccupied with decorating Christmas trees, lighting Hanukah candles and/or other Holiday festivities, a new Federal law was quietly passed and went into effect on January 1, 2020.  This law, dubbed the Setting Every Community Up for…