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financial advisor

Adriel Tam

Can Index Funds Replace an Advisor? The true value of an objective advisor cannot be measured in fees or profit.

August 15, 2019
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This article was originally published in US News & World Report with quotes from Viridian CEO & Founding Shareholder, Adriel Tam.

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Marriage: Entering a New Investment Life

April 30, 2018
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There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues before the big day may help improve your odds of being together years later. Here are some financial issues that you should consider when embarking…

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A Strategy to Pursue Your Retirement Goals and Beat Inflation

March 26, 2018
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Your retirement plan is designed to help you meet two important objectives — beating inflation and pursuing your retirement savings goals. The challenge is finding the right mix to strive for both. Why Be Concerned With Inflation? Technically defined, inflation is the rising cost of goods and services over time. Like termites invisibly gnawing at…

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Investing as a Couple: Getting to Yes

April 17, 2017
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In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing…

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Viridian Announces New Financial Advisor

February 17, 2017

Viridian is proud to welcome Matthew (Matt) Boelter as newly appointed Financial Advisor.  In his role Matt will continue to work with clients in preparing financial plans and investment portfolios. Matt has been recognized as one of the top performing financial advisors in the greater Puget Sound area.  Matt previously was affiliated with Voya Financial.…

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Saving for Retirement

February 29, 2016

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even know where to begin. Here are some suggestions to help you get started. Determine your retirement income needs Some…

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All about IRAs

February 24, 2016

An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. What types of IRAs…

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Monitoring Your Portfolio

February 10, 2016
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You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If…

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Handling Market Volatility

February 9, 2016
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Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help. Don’t…

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market

February 8, 2016
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact…

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