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Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat



More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.

In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future. They also share why you may want to consider a company’s ESG files before investing.

David, Jeff, and Eric discuss:

  • The different aspects of ESG investing
  • Why investors are looking into company’s ESGs before deciding to invest
  • The history behind ESGs and where they may go in the future
  • And more!

Connect with David Vallieres:

Connect with Jeff Allen

Connect with Eric Nahat

 


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Women and Wealth: How DEI Leads to Profitability with Leslie Davis



In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

  • How you can tap into NAMWOLF’s country-wide network of first rate law firms
  • NAMWOLF’s comprehensive vetting process for its member law firms
  • How DEI drives efficiencies and leads to more creative solutions
  • And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.


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Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat



If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!

In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect in 2021-Q4 and beyond.

David and Eric discuss:

  • How the Delta Variant and supply chain pressures are affecting the global economy
  • The potential impact of Federal Reserve’s “tapering” on inflation
  • Why international investors should be careful of China’s highly leveraged housing sector
  • And more!

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.

 


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Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak



At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

  • NAMWOLF’s core mission and vision
  • How you can easily become a member of NAMWOLF
  • The types of financial services provided specifically to NAMWOLF members
  • How small- and medium-sized business owners can promote DEI within their business
  • And more!

Resources:

Connect With David Vallieres:

Connect With Jordann Andrusiak:

About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.


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Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla



While preparing for retirement, it’s important to involve your heirs in the financial planning process.

In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.

The guests discuss:

  • Financial planning tips they wish they had known earlier in life
  • The financial freedom and peace of mind that you achieve after working with an advisor
  • Biggest financial pitfalls of their lives and how they overcame them
  • The importance of having a secure document locator while planning your estate
  • And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:


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Economic Trends, Market Updates, and Future Outlook With Eric Nahat



With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward?

In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 and beyond.

David and Eric discuss:

  • Industry sectors that have experienced the maximum rebound in consumer spending
  • Why we are seeing a shift towards value-oriented companies
  • The impact of anticipated inflation and interest rate changes on fixed income markets
  • The importance of long-term planning instead of “timing the markets”
  • And more!

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.


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Women and Wealth: Planning for Retirement With Margie, Pat, and Marla



A lot of women often rely heavily on their spouse to take care of the finances.

Remember, doing so can significantly affect you at a later stage in your life.

In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are in the retirement phase of their lives. They discuss the importance of taking hold of your finances and developing financial literacy early on in life.

The guests discuss:

  • How they navigated their financial complexities during the death of their spouse
  • How an advisor can ease your financial burden during unforeseen life circumstances
  • Why you need to discuss your finances with your children
  • Financial decisions that might keep you up at night if you have not planned for them
  • And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:


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Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah



Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.

In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share what they wish they could’ve told their younger selves regarding finances.

You will learn:

  • How to balance your finances based on your priorities
  • How being concentrated now can help you make better decisions when you’re older
  • Why you need to slow down and put a financial plan in place
  • And more!

Tune in to learn these womens mistakes and how you can avoid them for yourself!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: hello@synergycapitalsolutions.com | Amanda Dorio | Denise Gergley | Hannah Haley | Silver Spoon Kids : How Successful Parents Raise Responsible Children


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Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah



Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.

In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share the major expenses they are facing, how they deal with them, and steps they are taking to secure their financial future.

You will learn:

  • Why certain major financial decisions might keep you up at night if you haven’t planned for them
  • How an advisor can help you make informed, data-driven decisions
  • Tips to raise your children to be financially responsible
  • And more!

Tune in to learn how you can navigate the financial complexities at different stages of your life!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: hello@synergycapitalsolutions.com | Amanda Dorio | Denise Gergley | Hannah Haley | Silver Spoon Kids : How Successful Parents Raise Responsible Children


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How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss



Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening.

In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.

You will learn:

  • The time period when the proposal is most likely to be passed
  • How to use the Spousal Lifetime Access Trust (SLAT) & the Irrevocable Life Insurance Trust (ILIT) for efficient estate planning
  • Tips to help you fully utilize your current unused gift tax exemptions
  • And more!

Tune in to discover steps you can take today to minimize the impact of the new tax regulations!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: hello@synergycapitalsolutions.com | Richard Schloss | Dawda, Mann, Mulcahy & Sadler, PLC.