Monthly Archives: October 2020

The Ready, Aim, Fire Mindset of Insurance Planning

October 29, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Mark Burns, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

When it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”.

In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years and the planning it takes to find the right fit.

In this episode, you will learn:

How the world of insurance and long term care has changed
Why insurance companies are raising premiums as they gain experience
How annuities are viewed through the lens of a financial planner
How life insurance should fit into your plan
And more!

Tune in now to hear the details of insurance planning and long term care annuities!

Resources: Synergy Capital Solutions

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A Look at Your Market Concerns

October 16, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Mark Burns, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

Concerns about the economy are growing as the upcoming presidential election coincides with an ongoing global pandemic.

In this episode, David Vallieres and guests Mark Burns and Eric Nahat provide a market update about what’s happened in the last quarter and what might lay ahead in Q4. Join us as David, Mark and Eric discuss the potential impact of the pandemic and election on the economy.

In this episode, you will learn:

What we’ve seen in Q3 in the equity markets
How fixed income can play a role in portfolios going forward
What a fiscal and a monetary policy means
What the Synergy team sees in the months ahead
And more!

Tune in now to listen as David, Mark and Eric discuss your questions about the market in Q4!

Resources: Synergy Capital Solutions | Strategas | JP Morgan

Data gathered from Strategas Economic Update dated 10/5/2020, Strategas – Equity Factors for Pre-Election Alpha dated 9/10/2020 and 4Q 2020 J.P. Morgan Asset Management Market and Economic Update dated 9/30/2020.

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Staying Connected as a Team

October 1, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Jordann Andrusiak, Mark Burns, Norton Stern, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

Collaboration and teamwork are what sets Synergy Capital Solutions apart.

In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience.

In this episode, you will learn:

How Mark and Norton brought their businesses together to create Synergy Capital Solutions
How Synergy Capital Solutions works to serve their advisors and relationship managers
How the clients benefit from having a collaborative team approach
And more!

Tune in to learn more on the strength of the team

Resources: Synergy Capital Solutions

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