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Other Recent Blog Articles

How to Invest for Capital Preservation

By Shannon McCarty | January 7, 2020

Article including quote from Matt Boelter, Viridian Financial Advisor and Shareholder. The article was originally published with US NEWS & World Report. To read the full article, click here.

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Get a jump on your End-of-year Tax Planning

By Shannon McCarty | December 17, 2019

You might recall that the big new tax law—known officially as the Tax Cuts and Jobs Act (TCJA), signed into law in December 2017—took effect at the beginning of the…

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Share Your Legacy this Holiday

By Shannon McCarty | December 10, 2019

It is the holiday season, a time of year when our thoughts naturally turn to family.  This is also a good time to reflect on your plan for sharing your…

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