Monthly Archives: January 2021

The Synergy Between Advisors and Lawyers – With Matthew Caplan

January 22, 2021Financial, Financial Planning, Investing, Investments, Uncategorizedyourfinancialplanit

Financial advisors, tax advisors, estate attorneys – there are just so many people you may have to deal with when developing a holistic plan for your finances.

Wouldn’t it be so much better if they could collaborate with each other?

In this episode, David Vallieres, Jordann Andrusiak and Norton Stern from Synergy Capital Solutions are joined by Matt Caplan from Dawn Divorce Attorneys for Women. They discuss how advisors can work closely with attorneys and other professionals to better serve their clients.

In this episode, you will learn:

The importance of having a solid understanding of your finances
How advisors and lawyers can work together to help their clients have an effective plan in place
Why you should always look towards the future and ask “What do I do next?”
How COVID-19 has increased the need for legal and financial help
Synergy Capital Solution’s plans for an all-new series in 2021
And more!

Tune in now to learn how you can optimize your financial situation through collaborations with professionals.

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What 2021 Entails for the Financial Markets

January 12, 2021Coronavirus, 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

After the stock market peaked at the end of 2020, the investing momentum has continued into this new year!

So, are you ready to kickstart 2021? Do you have a robust plan in place?

In this episode, David Vallieres is joined by his fellow investment committee members at Synergy Capital Solutions, Jordann Andrusiak and Eric Nahat. They discuss the key market trends you can expect over the coming months, and how you can adjust your plan to fully harness the opportunities that 2021 has to offer!

In this episode, you will learn:

The expected recovery trends for the markets going forward
How the elections, both at the presidential level and Georgia Senate run-off, affect the markets
Ways in which interest rates are expected to influence fixed-income investments
Why you should always focus on long-term investment planning
And more!

Listen now to learn more about the expected market trends, as further updates about the elections and COVID-19 unfold!

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Who is the Captain of Your Ship?

January 8, 2021Financial, 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

Do you know who the person is that is navigating your team to success?

In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to achieve the clients’ goals.

In this episode, you will learn:

What it means to collaborate with other professionals to get the best results for your clients
How we work and collaborate with other advisors
How we take the lead to overcome challenges
What expectations we hold for the CPAs, attorneys or other professionals that we have partnerships with
And more!

Tune in now to learn more about who is in charge of the group marching you down the field.

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Bill Brown

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