Monthly Archives: March 2020

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Special Market Update 2:  COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | | Mark Burns on LinkedIn| Eric Nahat on LInkedIn


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Special Market Update 1: Why Investors Are More Prepared for a Market Crash Than You Might Expect



In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times.

In this episode, you will learn:

  • How historical events have helped Synergy Capital Solutions prepare their clients for market fluctuations
  • Why today’s investors are more prepared for a market crash than in the past
  • Why the coronavirus is not the only thing that’s impacting the markets
  • Why it is important to have a strategic plan
  • What you can do to get through the market changes
  • And more!

Tune in now to learn how the markets are being affected and what Synergy Capital Solutions does to help clients during tumultuous times!

Resources:

Synergy Capital Solutions| David Vallieres on LinkedIn | Mark Burns on LinkedIn