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viridian advisors

July 2021 Market Update

July 15, 2021

By Brian Johnson, Viridian Chief Investment Officer Summary: Almost all markets did well in Q2. The S&P 500 has now risen 100% from its pandemic low. Stocks once again posted strong gains over the most recent quarter ended June 30, 2021. The S&P 500 rose 8.55% for the quarter, reaching a 15.25% gain year-to-date (YTD).…

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Social Security Insights: Can you still file a “Restricted Application?”

August 8, 2019
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Written by Matt Boelter, Financial Advisor & Shareholder Choosing the wrong time to pull Social Security benefits can cost you hundreds of thousands of dollars over your lifetime.  On November 2nd, 2015, new Social Security rules were signed into law that ended what was known as the “restricted application.”  However, if you were born before…

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Consolidation is key at Viridian Advisors

April 23, 2018

Viridian was honored to be featured in the most recent edition of the Puget Sound Business Journal. Our CEO, Adriel Tam, was quoted extensively as the article focuses on Viridian’s consolidating of Investment Management, Financial Planning, and Tax Preparation into one bundled service. Give it a read (subscription required) at:

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Viridian Advisors Recognized for 6th Consecutive year as a FIVE STAR Wealth Manager

January 25, 2016
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