October 2021 Market Update

What impacted markets over the last month? Last month, we noted the September meeting of the Federal Open Market Committee (FOMC) was a key event on the horizon and it proved to have a sizable impact on markets over the last four weeks. Coming out of the FOMC meeting, markets revised their expectations for the…

September 2021 Market Update

What impacted markets over the last month? The big macro story over the last month revolves around reduced growth expectations for the third quarter, with U.S. GDP now expected to grow by 5.0% (on a quarter over quarter, seasonally adjusted and annualized basis). At the beginning of September, Q3 GDP growth was expected to be…

August 2021 Market Update

What impacted markets over the last month? U.S. equity markets seem to be in a summer lull at the moment, with market volatility dropping during the first few weeks of August. The CBOE Volatility Index was back to pre-pandemic lows in early July and early August, and the daily trading range for the S&P 500…

July 2021 Market Update

By Brian Johnson, Viridian Chief Investment Officer Summary: Almost all markets did well in Q2. The S&P 500 has now risen 100% from its pandemic low. Stocks once again posted strong gains over the most recent quarter ended June 30, 2021. The S&P 500 rose 8.55% for the quarter, reaching a 15.25% gain year-to-date (YTD).…

April 2021 Market Update

By Brian Johnson, Viridian Chief Investment Officer and Shareholder Summary: The first quarter of 2021 saw a continuation of many trends that began in the closing months of 2020. Equity markets moved higher, and value stocks continued to outperform growth stocks. Bond markets continued to struggle relative to stocks, as short-duration bonds offer little yield…

March 2021 Market Update

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 feel frothy, with growth stocks in particular reaching unusually high valuations, e.g., Price/Earnings (PE) and Price/Revenue ratios. Another recent concern is the potential for an…

Boeing VIP, VLO, Pension Discussion

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.

Meet Anne Waltman, CPA

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, she subsequently received her CPA and began work in the banking industry in financial management. She took a professional hiatus to raise a family and…

Meet Alexa Caplan, CPA, EA

Welcome Alexa Caplan to the team. Alexa joined Viridian in June of 2020 as a Tax Manager. Her areas of expertise include tax planning and compliance with a focus on individual, and business tax services. She enjoys helping clients un-riddle their tax situations and use tax laws to their advantage. She holds a Masters in…

December 2020 Market Update

Well another year is almost in the books. 2020 may end up being a year many will want to forget, but it was certainly extraordinary. The investment markets had, by some measures, the most wild ride in history. COVID-19 fears caused a major “waterfall” decline in almost every major investment index in February, and by…

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