Monthly Archives: August 2020


Investing 101: Back to Basics

When it comes to your investments, knowing the terms and phrases that your advisor is talking about can be very helpful.

David Vallieres is joined by Eric Nahat as they go back to basics with investment terms. Whether your investment knowledge is general or advanced, David and Eric are here to answer your questions. 

In this episode, you will learn:

  • Key investing phrases and terms
  • Many different kinds of stocks available 
  • Various investment terms, what they mean and how they work
  • And more!

Tune in to learn valuable information and language about investments!

Resources: Synergy Capital Solutions |