Replay of our Coffee Chat
To access a replay of our Live Update and Q&A please click here.
Business Owners, Debt, Financial Planning, Investments, IRS, Market Commentary, Tax News, Taxes, Video | brian johnson, Joe Erickson, live q and a, marcus dusenbury, viridian update |
KEY FEATURES OF THE NEW “CARES” ACT
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. …
Business Owners, Tax News, Taxes | CARES, Cash Payment, covid 19, Joe Erickson, RMD Waiver |
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.
Tax News, Taxes, Video | coronavirus, Covid-19, debbie baker, Joe Erickson, livestream, Tax Update, webinar |
Replay of our Market Update
If you missed our Live market update and Q&A you can watch the replay by clicking here.
Market Commentary, Video | brian johnson, coronavirus, covice-19, livestream, marcus dusenbury, Market update, webinar |
‘Pre-Wealth’ Advising Gives Lifeline to the Paper Rich
Original article published on WealthManagement.com here
Uncategorized |
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…
Market Commentary, stocks |
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…
Financial Planning, Life Planning, Retirement |
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…
Financial Planning, Investments, Market Commentary |
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 Forbes.com To read the full article, click here.
College, Education Planning, Financial Planning |
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…