Monthly Archives: June 2020

Considerations for Estate Planning — with Mark and Alex Burns

June 24, 2020Financial, Financial Planning, Investing, InvestmentsBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work?

In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.

In this episode, you will learn:

What estate planning is and the goals of wealth transfer
The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer
Why it’s important to review estate plans regularly
How a wealth transfer plan can benefit business owners
And more!

Tune in to do a deep dive on wealth transfer!

Resources: Synergy Capital Solutions

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Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat

June 19, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

It’s no secret that COVID-19 caused some big drops in the market, but recently, the rates seem to be picking up.

In this special market update episode of Your Financial-Plan It, David Vallieres is joined by Mark Burns and Eric Nahat to discuss and update you on several market aspects that have been impacted by the pandemic.

In this episode, you will learn:

How the downward economic trends impacted markets, bonds, and investments
How fiscal government policies supported financial re-opening
How financial plans and emergency funds can ease the recovery process
Some predictions for a possible second COVID-19 wave
And more!

Tune in to learn how the economic stimulus can help the markets recover more quickly.

Resources: Synergy Capital Solutions

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Helping Families Through Estate Planning with Norton Stern

June 10, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Norton E. Stern, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

Have you ever heard estate planning success stories?

In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns.

In this episode, you will learn:

Reasons to work with a fiduciary advisor
The pros and cons of having an institutional vs. known trustee
Stories of estate planning successes
How often to review your trust

Tune in now to hear estate planning successes!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

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Constructing a Well-Versed Financial Plan

June 5, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Financial Lessons, Financial Planning, Investments, Mark Burns, Market changes, Market Fluctuations, Markets, Personal Finance, Preparation, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.

Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.

Resources:

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

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