Posts Archive


Should my partner and I buy a house together even though we're not married?

January 20, 2016

Answer: If you want to buy a home with your partner, go ahead. Together, you may be able to qualify for a larger mortgage than if one partner alone applied for the loan. However, be aware that unmarried partners have some unique considerations that married couples don’t have. The laws dealing with the distribution of…

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Roth IRA

July 6, 2015

What is it? A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts contributed to the Roth IRA grow…

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The Benefits of Tax-Advantaged Savings Vehicles

June 24, 2015

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of…

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Women: What You Should Know When Starting a Business

June 10, 2015

According to the National Women’s Business Council, there are approximately 8 million women-owned businesses.* Many of these businesses started small, begun by women seeking the exciting and potentially rewarding experience of “being their own boss” while doing something they enjoy. If you’re thinking about starting your own business, you’ll need a sound plan, a little…

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Five Keys to Investing For Retirement

May 28, 2015

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. Don’t lose ground to inflation It’s easy to see how inflation affects…

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Monitoring Your Portfolio

May 27, 2015
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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

November 13, 2014

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 it’s your money 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.…

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Adriel Tam and Marcus Dusenbury Recognized as a Top Financial Advisors by LPL Financial

March 1, 2012

Seattle and Snohomish, WA – March 1st, 2012—Marcus Dusenbury and Adriel Tam, independent financial advisors at Viridian Investment Management in Seattle and Snohomish, WA today announced that they were recognized as a top financial advisors and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of the approximately…

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Should You Pay Off Your Mortgage or Invest?

January 24, 2012
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Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college…

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Safety in Numbers: Why Diversification Matters

December 17, 2010
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Think of investing as a venture into uncharted territory — but you need to pack well in order to strive for success. Don’t rely on a single investment vehicle to pursue your investment goals. Rather, build your portfolio with a selection of investments designed to work together. This process — dividing your investment dollars among…

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