Skip to content

Posts Archive

doug custer

‘We expected more tailwinds’: RIAs’ best (and worst) investment calls

December 19, 2018

Brian Johnson, Chief Investment Officer, and Doug Custer, CFP® were featured today in an article by Citywire who spoke with leading RIAs about their 2018 highs and lows—as well as their hopes for the quickly upcoming 2019. Click here to read it.

Read More

How to Solve a Problem like Small Clients

December 4, 2018

Doug Custer, CFP® was featured in an article by Citywire today discussing the various paths to take when having low-asset “small” clients. Click here to read it.

Read More

Tax & Estate Planning with Charitable Trusts

September 10, 2018
, ,

Written by Bruce Yates, Financial Advisor & Doug Custer, CFP® Investment assets have two primary benefits: the income they produce, and their hopefully increasing value.  With Charitable Trusts, charitably inclined investors can support their chosen charity or foundation by donating one of these two components (principal or income), while retaining the other for themselves or…

Read More

Optimizing the Tax Impact of Charitable Giving Under the New Tax Law

September 4, 2018
,

Written by Doug Custer, CFP Beginning at age 70½, IRA owners must start taking Required Minimum Distributions (RMDs) each year from their IRA accounts.  Unless you have made after-tax contributions in the past, these distributions are taxable as ordinary income. However, if you are charitably inclined, your RMDs can not only help you deduct more…

Read More

Viridian Advisors Recognized as a Five Star Wealth Manager for 8th Consecutive Year

February 19, 2018

We are proud to announce for the 8th consecutive year Viridian Advisors has been named by Seattle Magazine as Five Star Wealth Managers in the February issue. Receiving the award this year are Mary Ann Ferreira, Doug Custer, Marcus Dusenbury, and Adriel Tam. Congratulations to all!  

Read More

The Qualified Personal Residence Trust (QPRT)

February 5, 2018
,

Written by Doug Custer, CFP® How do you keep that vacation home in the family? How do you keep any home in the family for that matter? We frequently explore such questions with clients. One often overlooked solution is a vehicle called the Qualified Personal Residence Trust (QPRT). A QPRT can be an especially attractive…

Read More

Viridian Advisors Recognized as a Five Star Wealth Manager for 8th Consecutive Year

February 1, 2018

We are proud to announce for the 8th consecutive year Viridian Advisors has been named by Seattle Magazine as Five Star Wealth Managers in the February issue. Receiving the award this year are Mary Ann Ferreira, Doug Custer, Marcus Dusenbury, and Adriel Tam. Congratulations to all! Click Here for Full Press Release  

Read More

Get In Touch

Share On Social Media