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…
Financial Education, Life Planning, community outreach, corporate social responsibility, CSR, shannon mcCarty, social responsibility |
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 Planning, Investments, bruce yates, gains and losses, investments, retirees, speculators |
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…
Financial Planning, athlete, financial planning, golf, PGA, pro golf, rick mcdonald |
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…
Market Commentary, april 2019, brian johnson, chief investment officer, first quarter, Market commentary, Market update |
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.
Divorce, divorce, divorce decree, marketwatch, mary ann ferreira, What to do after divorce |
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…
Financial Planning, Life Planning, Cleaning, Future, Planning |
Why Losses Hurt More than Gains Feel Good: Part 1. When 1 Doesn’t Equal 1
Written by Bruce Yates, Financial Advisor and Founding Shareholder Many investors assume that as long as they are right more times than they’re wrong, they will end up with good results. That is a logical assumption. If you buy three stocks in succession, for instance, and two of them produce big gains, and only one…
Financial Planning, Investments, bruce yates, gains, gains vs losses, invest, investment return, investments |
Don’t Retire; Just Stop Stressing
By Matt Boelter, Financial Advisor and Shareholder The post-retirement phase of your life is supposed to be a time when you embrace relaxation and reduce stress as much as possible. It is an opportunity to enjoy life without the worries that the daily grind of work entails. However, for many, working provides such structure and…
Financial Planning, Retirement, matt boelter, part time work, post retirement, retirement, what to do when you retire |
Tax Changes: Sell Your Property or Convert to a Rental Property? What’s Right for You?
By Joe Erickson, CPA and Viridian Shareholder Recent changes to tax law can have a significant impact on decision-making in the current real estate environment. This article describes some of the major changes, and it will hopefully help you decide what to do with your home if/when you decide to no longer live there. Tax…
Life Planning, Taxes, 2018 tax changes, Joe Erickson, property tax, real estate, rental property, sell vs rent |
The Ins and Outs of LLCs
By Joe Erickson, CPA and Viridian Shareholder Limited Liability Companies, commonly known as LLCs, offer their owners (“members”), as the name implies, limited liability protection. LLCs are a relatively straightforward means of structuring a small business, and they are a great option for many business owners. Setting up an LLC For a single-member LLC, you simply…