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October 2019 Viridian Market Update

By Brian Johnson, Chief Investment Officer and Shareholder. Summary:  Though returns are strong year-to-date, stocks are hardly in a screaming bull market. In fact, bonds have actually outperformed most stock indices over the past year. The third quarter of 2019 saw a mixed performance among major equity (stock) indices.  Domestically, the Dow Jones Industrial Average…

How to Make the Most of Your 401(k) — Qualifying for employer 401(k) matches can literally be life-altering

Written by Bruce Yates, Financial Advisor & Shareholder. The original article is published on MarketWatch.  To read the full article, click here.

Encore Life – The Path to Well-Being

Creating an Encore Life includes successfully transitioning from a life with a traditional full-time career to a life after that traditional career, otherwise known as some form of retirement.  Retirement is one of the biggest transitions most people face. It can be done well, with good results, or it can be done poorly, with less…

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

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

What is the Child Tax Credit and Can your Family Benefit this Year?

As all parents know, raising children is expensive.  In fact, the average American family spends roughly a quarter of a million dollars to raise a child to age 18 (and that doesn’t even include college).  The Child Tax Credit (CTC) certainly can’t come close to offsetting all of those expenses, but it can at least…

Social Security Insights: Can you still file a “Restricted Application?”

Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime.  On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.”  However, if you were born before…

Q3 Viridian Market Commentary

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…

Tax Planning AFTER April 15th

It is a common belief that once April 15th is past, you can breathe a sigh of relief, and not think about taxes again until next year.  But that is not true, since there can be a great deal of value in tax planning throughout the year.  Tax problems may have been avoided if you…

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