Monthly Archives: December 2022


Looking Forward into 2023 with Eric Nahat

2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us.

In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the state of the markets along with what they think the markets will hold in the new year.

David and Eric discuss:

  • How 2022’s markets differ from the financial crisis of 2008
  • Strategies for making smart financial decisions going into 2023
  • The importance of not letting your emotions cloud your judgment
  • And more!

Connect with David Vallieres:

Connect with Eric Nahat:

About our guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.

Previously, Eric worked for J.P. Morgan Private Bank where he assisted with high-net-worth families and institutions to monitor investment portfolios, model wealth projections, and provide investment solutions for their clients. He holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses. He has a master’s degree in business administration from the University of Michigan, where he also earned a bachelor’s degree in economics.

Eric lives in Ann Arbor, Michigan. He enjoys being involved in the community and spends his free time traveling the world, tasting the newest local cuisine and playing various sports, most notably hockey and golf.


Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak

The holidays are an exciting time of the year. Maybe you enjoy; spending time with friends and family, enjoying delicious food, or shopping for those best gifts.

In this episode, the team at Synergy Capital Solutions share some of their family traditions during the holidays and what they think about as they go through the holidays.

Members of Synergy Capital Solutions discuss:

  • The must-haves during the holidays
  • Favorite holiday foods to have with guests
  • The best gifts to be received or given
  • Where they shop for the best deals
  • How to spend an appropriate amount on gifts
  • And more

Connect With David Vallieres: