Posts Archive
marcus dusenbury
Viridian on KSER Radio 90.7 FM
Viridian’s own Brian Johnson and Marcus Dusenbury recently joined Chuck Noel on the KSER 90.7FM radio program Getting Your Dough To Rise. Marcus discussed financial planning, while Brian addressed some questions about “technical analysis” (aka “charting”) as a tool for interpreting market direction and trends. Financial planning is all about answering big life questions, e.g.,…
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Boeing Voluntary Layoff – Is this the right choice for you?
Matt Boelter, Viridian Shareholder and Financial Advisor joins the Viridian channel to share some timely and interesting insight into the Boeing Voluntary Layoff Plan options. Are voluntary layoff plans worth considering? Matt has answers.
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Important IRS Update from Viridian
In this short video we address concerns a number of clients have recently had with IRS notices with Shareholder and Tax Team Lead Debbie Baker. The IRS has many COVID related delays going and we want to share the impact of those delays on taxpayers. Please visit our YouTube Channel for additional information and interviews…
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Replay of our Market Update
If you missed our Live market update and Q&A you can watch the replay by clicking here.
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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:
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Concentrated Stock Position Series, Part 3: Employee Stock Purchase Plans (ESPPs)
Written by Marcus Dusenbury, Financial Advisor So, your employer offers an Employee Stock Purchase Plan . . . now what? Employee Stock Purchase Plans (ESPPs) have continued to gain prominence over the past 20 years. As with many stock incentive programs, they first gained popularity in the tech and biotech sectors, but can now be found…
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Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)
Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade. Companies recognize that their stock can effectively attract and retain talented employees. As part of a compensation package, therefore, your…
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Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)
Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now. They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…
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Viridian Advisors Recognized as a Five Star Wealth Manager for 8th Consecutive Year
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!
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Replay of our Coffee Chat
To access a replay of our Live Update and Q&A please click here.
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