Our People are our Most Valuable Asset — Meet Matt Boelter, Financial Advisor & Shareholder
To read Matt’s complete bio click here
401(k), Financial Planning, Life Planning, Retirement, Retirement, Staff Spotlight, Uncategorized, asset, companiesthatcare, employees, gettoknow, matt boelter, viridian |
Top 11 Ways to Prevent Fraud and Identity Theft
Almost every day we hear stories from families affected by some form of fraud. According to the Federal Trade Commission (FTC), identity theft is one of the most commonly reported types of fraud. Here are some suggestions for staying out of harm’s way, and a few of them might surprise you. 1. Credit Cards are…
Education Planning, Financial Education, Financial Planning, Uncategorized, Fraud Prevention, Identity Theft, Purcautions, Safer |
May 2019 Viridian Market Update
By Brian Johnson, Viridian Chief Investment Officer and Shareholder Market Commentary May 22, 2019 Summary: Considerably more money has been flowing into bonds recently than into global equity (stock) markets. That, plus continuing trade war escalation and some borderline indicators, are keeping us underweight equities in our Viridian Conservative and Viridian Balanced model portfolios. Although…
Market Commentary |
Is it time to change financial advisers?
Written by Adriel Tam, CEO and Founding Shareholder. The original article is published on MarketWatch. To read the full article, click here.
Financial Planning, Life Planning, adriel tam, ceo, change financial advisor, financial advisors, marketwatch, new financial advisor |
Concentrated Stock Positions White Paper
We are excited to present a very informative and concise White Paper written by Marcus Dusenbury, Financial Advisor and Stock Option Specialist. To read the complete White Paper, click below:
Stock Options, Concentrated stock positions, Incentive stock option, iso, marcus dusenbury, nonqualified stock options, nq, restricted stock units, rsu, white paper |
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 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…
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.