Category Archives: COVID-19

COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen

April 22, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCash Flow, COVID-19, David Vallieres, Dr. Jeff Allen, Emergency Funds, Expenses, Financial Planning, Social Distancing, Symptoms, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

COVID-19 has impacted many areas of our lives: our health, our daily routines, and our finances.

Today, David Vallieres is joined with Dr. Jeff Allen of Synergy Capital Solutions to discuss the coronavirus crisis, covering everything from social distancing to the different financial consequences of this global pandemic.

In this episode, you will learn:

Dr. Allen’s experience with COVID-19 and the importance of social distancing
If warmer weather could decline the spread of COVID-19
How an emergency fund could help during difficult times
The importance of considering financial and estate planning
And more!

Tune in to now for David and Dr. Allen’s insightful explanation of the medical and financial impacts of COVID-19.

Resources: Synergy Capital Solutions | Your Financial Plan-It Podcast | David Vallieres | Dr. Jeff Allen: hello@synergycapitalsolutions.com

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Special Market Update 3: COVID-19

April 9, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCAREs Act, COVID-19, David Vallieres, Financial Planning, Jordann Andrusiak, Synergy Capital Solutionsyourfinancialplanit

In this special episode, David Vallieres is joined by Jordann Andrusiak, a team member of Synergy Capital Solutions and they are discussing the CAREs act recently passed by Congress and how it will affect the individual working person and retirees.

Tune in now to learn how the government is helping individuals get through this time of self isolation.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Jordann Andrusiak on LinkedIn

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Special Market Update 2: COVID-19

March 27, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investmentsyourfinancialplanit

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | | Mark Burns on LinkedIn| Eric Nahat on LInkedIn

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Special Market Update 1: Why Investors Are More Prepared for a Market Crash Than You Might Expect

March 17, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCOVID-19, David Vallieres, Financial Planning, Mark Burns, Market changes, Market Fluctuations, Markets, Strategic Plan, Synergy Capital Solutionsyourfinancialplanit

In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times.

In this episode, you will learn:

How historical events have helped Synergy Capital Solutions prepare their clients for market fluctuations
Why today’s investors are more prepared for a market crash than in the past
Why the coronavirus is not the only thing that’s impacting the markets
Why it is important to have a strategic plan
What you can do to get through the market changes
And more!

Tune in now to learn how the markets are being affected and what Synergy Capital Solutions does to help clients during tumultuous times!

Resources:

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

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