Risk Management
Risk Management At Vineyard, we are able to integrate into the "Wealth Accumulation" strategy, not plans designed to create wealth, but protection of wealth. We believe that one would be foolish to simply create a castle without simultaneously creating a mote to help protect the castle and its contents. Our approach is to structure your assets and risk protection in risk management products that we believe offer the appropriate protection against several eroding factors such as increasing taxes, inflation, death and disability . We subscribe to the belief that it is prudent to offer opportunities to potentially recapture costs associated with risk management. Risk management planning is an important factor for helping keep your wealth and this is why we believe in a comprehensive approach versus an investment or insurance only service.
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Market Watch
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Latest News
| What To Do Financially When A Spouse Dies |
Steps to see that financial matters remain in good order.
Presented by Bradley S. Ford
When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before us, and the responsibility of it can make us feel pressured. |
| Weekly Economic Update - 5.14.12 |
CONSUMER SENTIMENT HITS A 4-YEAR PEAK
May’s initial Thomson Reuters/University of Michigan consumer sentiment survey came in with an index reading of 77.8, the highest mark since January 2008. The current economic conditions sub-index rose to 87.3 from last month’s final 82.9 reading. |
| Sell in May ... Go Away? |
Does the old stock market cliché have any credibility in 2012?
Presented by Bradley S. Ford
An old stock market dictum says that spring is for profit-taking, or at least a time to reduce your exposure to equities. |
Financial Wellness Events
We host periodic Financial Wellness Events and Forums. Click below for more information.
