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Financial Futures for the Holidays

Posted by VBLT Marketing on 12/15/20 3:15 PM

The difficult year of 2020 has taught us countless lessons. Unfortunately, many have learned this year that our financial futures are not always guaranteed; an unexpected event such as a worldwide pandemic can cause mass unemployment, market instability, loss of income streams due to illness or death, and other financial problems.

As a result, you may be thinking of ways that you can give your children or grandchildren the gift of a stable financial future. With the holidays quickly approaching, here are some great gift ideas to ensure financial security for the younger generations in your family.

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Topics: Financial Literacy, world tree

A thought leader in Sustainable, Impact and ESG, Investing

Posted by VBLT Marketing on 4/26/19 2:12 PM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Jeffrey Gitterman of Gitterman Wealth Management.

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Topics: The Advisor Spotlight

A Financial Hero for Everyday Heroes

Posted by VBLT Marketing on 3/29/19 8:38 AM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Diana Palmieri.

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Topics: The Advisor Spotlight

The Advisor Spotlight with Neil Frankel: Alleviating Client's Money Based Fears

Posted by VBLT Marketing on 2/22/19 1:39 PM

 

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. Our first Advisor Spotlight features Neil Frankel.

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Topics: The Advisor Spotlight

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