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…

April 2019 Viridian 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…

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.

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…

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…

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…

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…

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…

February 2019 Market Update

By Brian Johnson, Chief Investment Officer and Shareholder Summary: News has swung to the positive side, with many of the previous uncertainties having been resolved.  This, coupled with the Fed’s policy shift towards patience in raising rates, has led to markets rallying and nearing former highs.  We’ll likely use pullbacks or corrections as opportunities to…

How Will You Handle The Cost Of Long-Term Care?

Written by Matt Boelter, Financial Advisor I started volunteering at assisted living and memory care retirement homes when I was about ten years old.  I got involved because I lived in a small town and my mother was part of the care staff, but I always enjoyed listening to the stories and wisdom that the residents…

Categories

Archives