Category Archives: Investing

FEATURED IMAGE

2022 Q1 Market Update With Eric Nahat



There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income.

In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market update. They also share what could lie ahead in the market for the next quarter.

Eric discusses:

  • A quick recap of what’s been happening in the market this year
  • What he is seeing ahead for equities and why diversification is important
  • Why fixed income has had a tough start to the year
  • And more

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric Nahat 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.




FEATURED IMAGE

Honoring Women in Finance for International Women’s Month With Sarah Zvekan



Women now control about a third of the world’s wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women.

In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy Capital Solutions about the importance of women in the financial industry, and the impacts that they have had. Sarah also talks about planning your taxes for charitable giving.

David and Sarah discuss:

  • Her observations as a woman in finance 
  • Women in philanthropy
  • Tax planning for philanthropic and charitable giving
  • And more

Connect with David Vallieres:

Connect With Sarah Zvekan:

About Our Guest:

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.

 


DO NOT USE

Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan



Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year.

In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited about, and the importance of investment planning.

Mark and Sarah discuss:

  • Building a stable cash flow plan for after retirement to mitigate risk
  • Creating retirement plans that are client oriented and help clients visualize an end goal
  • Investment planning and the importance in creating a diverse portfolio of well managed assets 
  • Passing down your values and your wealth to your family through wealth transfer planning
  • And more

Connect with Mark Burns:

Connect With Sarah Zvekan:

Connect with David Vallieres:

About Our Guests:

Mark Burns began his financial services career in 1982 and quickly became a widely recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies. 

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.


FEATURED IMAGE

Financial Concerns Changing with Age With Norton Stern



Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns. 

Your market advisor should be able to identify those concerns and create a plan of action based on that information.

In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to manage them. Plus, how his financial outlook has changed as he aged.

David and Norton discuss:

  • How he is adapting to financial concerns to prepare his clients for potential issues
  • Modern technology and its potential misuses in the future
  • The different mindsets of clients based on their age 
  • And more!

Connect with David Vallieres:

Connect with Norton Stern:

About Our guest:

Norton Stern assists Synergy Capital Solutions as a specialist in institutions and charitable foundations. He began his financial services career in 1969 creating a diverse and multi-layered scope of experience. He also works with individuals and families to continually monitor and provide individualized plans. Prior to joining Synergy’s predecessor firm, he was the registered principal and president of Franklin Financial Investments, LLC. Norton holds the Series 1, 24, 63, 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.

 


FEATURED IMAGE

A Look Back on 2021 and Forward to 2022 with Eric Nahat



2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions. 

But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities.

In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital Solutions, to discuss a market wrap-up of 2021, and what to expect in 2022. 

David and Eric discuss:

  • What’s next for the economy
  • Stocks and equities in 2021 and what to expect in 2022
  • 2021’s fixed income and bonds, and what’s around the corner in the new year
  • And more!

Connect with David Vallieres:

Connect with Eric Nahat


FEATURED IMAGE

Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat



More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.

In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future. They also share why you may want to consider a company’s ESG files before investing.

David, Jeff, and Eric discuss:

  • The different aspects of ESG investing
  • Why investors are looking into company’s ESGs before deciding to invest
  • The history behind ESGs and where they may go in the future
  • And more!

Connect with David Vallieres:

Connect with Jeff Allen

Connect with Eric Nahat

 


FEATURED IMAGE

Women and Wealth: How DEI Leads to Profitability with Leslie Davis



In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

  • How you can tap into NAMWOLF’s country-wide network of first rate law firms
  • NAMWOLF’s comprehensive vetting process for its member law firms
  • How DEI drives efficiencies and leads to more creative solutions
  • And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.


FEATURED IMAGE

Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat



If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!

In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect in 2021-Q4 and beyond.

David and Eric discuss:

  • How the Delta Variant and supply chain pressures are affecting the global economy
  • The potential impact of Federal Reserve’s “tapering” on inflation
  • Why international investors should be careful of China’s highly leveraged housing sector
  • 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. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.

 


FEATURED IMAGE

Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak



At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

  • NAMWOLF’s core mission and vision
  • How you can easily become a member of NAMWOLF
  • The types of financial services provided specifically to NAMWOLF members
  • How small- and medium-sized business owners can promote DEI within their business
  • And more!

Resources:

Connect With David Vallieres:

Connect With Jordann Andrusiak:

About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.


FEATURED IMAGE

Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla



While preparing for retirement, it’s important to involve your heirs in the financial planning process.

In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.

The guests discuss:

  • Financial planning tips they wish they had known earlier in life
  • The financial freedom and peace of mind that you achieve after working with an advisor
  • Biggest financial pitfalls of their lives and how they overcame them
  • The importance of having a secure document locator while planning your estate
  • And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak: