Monthly Archives: May 2020

Introduction to Estate Planning

May 28, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, John McCarron, Jordann Andrusiak, Personal Finance, Preparation, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP. Today the team is taking the time to provide some explanation about some very important financial documents.

Tune in now to learn how to you can ensure your wishes for your assets are adhered to incase the worst should happen.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Jordann Andrusiak on LinkedIn | John McCarron on LinkedIn

Podcast: Play in new window | Download | Embed

Special Market Update: Advanced Financial Planning

May 23, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBIll Brown, Business, David Vallieres, Economy, Financial Lessons, Financial Planning, Preparation, Synergy Capital Solutions, Synergy Investment Committee, Your Financial Plan-Ityourfinancialplanit

In this special episode, David Vallieres is joined by Bill Brown, a partner at Synergy Capital Solutions who also happens to be a member of the Synergy Investment Committee. Today Bill shares insights on who might be good candidates for advanced financial planning, and how to protect wealth in multi-generational families.

Tune in now to learn more about advanced planning to see how you can ensure your wealth is shared for years to come.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Bill Brown on LinkedIn

Podcast: Play in new window | Download | Embed

Special Market Update: Is There a Gap Between the Market and the Economy?

May 16, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsBusiness, COVID-19, David Vallieres, Economy, Eric Nahat, Financial Lessons, Financial Planning, Jordann Andrusiak, Preparation, Reopening, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and Eric Nahat team members of Synergy Capital Solutions. Today they are discussing the apparent gap between the US economy and the stock market, and explaining its disconnect. Also, they will provide some insight into what the Synergy Investment Committee is currently working on and what they are seeing for the future of the market.

Tune in now to be kept up to date and don’t focus too much on the short term, the markets will survive beyond COVID-19.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Jordann Andrusiak on LinkedIn | Eric Nahat on LinkedIn

Podcast: Play in new window | Download | Embed

COVID-19 And The Markets: A Historical Perspective – With Norton E. Stern

May 6, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsBusiness, COVID-19, David Vallieres, Economy, Financial Lessons, Financial Planning, Norton E. Stern, Preparation, Reopening, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

The coronavirus pandemic is a unique crisis not only to the medical community but also to the investment community.

But this isn’t the first time an unexpected event has rocked the investment world.

To help put the current pandemic into perspective, David Vallieres is joined by Norton E. Stern for today’s insight-filled episode. With 50 years of investment experience, Norton shares his experience with past market events and how he’s helped guide investors through the unexpected.

In this episode, you’ll learn:

How a plan can help you overcome uncertainty
How past events have impacted the global economy
What Norton has learned about the economy over the past 50 years
And more!

Join David and Norton now to gain a new perspective on the COVID-19 crisis and our economy!

Resources: hello@synergycapitalsolutions.com | Synergy Capital Solutions | Your Financial Plan-It Podcast

Podcast: Play in new window | Download | Embed

Special Market Update: COVID-19

May 1, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCOVID-19, David Vallieres, Financial Planning, Mark Burns, Synergy Capital Solutionsyourfinancialplanit

In this special episode, David Vallieres and returning guest Mark Burns, lead portfolio manager from Synergy Capital Solutions, to share updates on how consumer spending or lack thereof is affecting the markets due to the restrictions imposed because of the COVID-19 situation. From stocks and bonds to groceries, everything is being reassessed and the consumer is deciding what is most important in their life.

Tune in now to learn to hear how great companies are adapting to the new way of commerce.

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

Podcast: Play in new window | Download | Embed

Special Market Update: COVID-19

May 1, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCOVID-19, David Vallieres, Eric Nahat, Financial Planning, Mark Burns, Synergy Capital Solutionsyourfinancialplanit

In this special episode, David Vallieres is joined by the portfolio team at Synergy Capital Solutions, Mark Burns and Eric Nahat. They are talking today about how COVID 19 has impacted the economy detailing some of the different ways the consumer is shopping and the creative ways businesses are adapting to that. Also on how finding a COVID 19 vaccine may impact a potential recovery scenario.

Tune in now to learn how to start preparing for what the new norm may be.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Portfolio Team Email

Podcast: Play in new window | Download | Embed