FEATURED IMAGE

What 2021 Entails for the Financial Markets



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!

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Eric Nahat | Synergy Capital Solutions Podcasts | Email at: hello@synergycapitalsolutions.com


FEATURED IMAGE

Who is the Captain of Your Ship?



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 


FEATURED IMAGE

Creating a Proactive Financial Plan for 2021



With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future!

In this episode, David Vallieres is joined by colleague Mark Burns to discuss how COVID and the recent elections have affected the market. They provide several meaningful insights into how you can proactively adjust your financial plan to the anticipated future changes in 2021.

In this episode, you will learn:

  • The key transition periods during 2020 and how to prepare for year end
  • Ways in which the elections affect you from a regulatory and a tax standpoint
  • How technology has impacted the marketplace, the workforce and the clients
  • What’s around the corner for 2021 and your next steps going forward
  • And more!

Tune in now to learn how you can enter 2021 with a solid long-term plan to better manage your finances!

Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: hello@synergycapitalsolutions.com


FEATURED IMAGE

The 2020 Election vs. the Market



How will the markets prevail through the fallout from the 2020 presidential election?

In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from a market perspective.

In this episode, you will learn:

  • How the noise and lawsuits around this election may affect the market
  • Why a divided government historically has had a positive effect on the market
  • Why this can be an emotional time for investors and clients with the interim uncertainty
  • What is driving the federal reserve
  • And more!

Tune in now to learn more about how the results of the election are impacting the market.

Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat


FEATURED IMAGE

The Ready, Aim, Fire Mindset of Insurance Planning



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 


FEATURED IMAGE

A Look at Your Market Concerns



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.


FEATURED IMAGE

Staying Connected as a Team



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


FEATURED IMAGE

Taking the Next Steps in Business — with Guest Daniel Alfredson



Is it time to make a change in your professional or business life? 

David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your business

In this episode, you will learn:

  • The types of businesses that Synergy Capital Solutions works with
  • What questions you need to ask yourself before starting your business
  • How the Synergy team can help with your exit strategy
  • And more!

Tune in to learn valuable information about starting your own, expanding, or exiting your business!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com 


FEATURED IMAGE

The Trusted Team



When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind. 

In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial plan.

In this episode, you will learn:

  • The role the service team plays in the office functions
  • How Synergy Capital Solutions creates a  seamless experience between client and advisor
  • Who tracks and monitors your accounts on a regular basis
  • Why it’s important to have a trusted team on your side
  • And more!

From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into  the office breakdown!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com 


FEATURED IMAGE

Investing 101: Back to Basics



When it comes to your investments, knowing the terms and phrases that your advisor is talking about can be very helpful.

David Vallieres is joined by Eric Nahat as they go back to basics with investment terms. Whether your investment knowledge is general or advanced, David and Eric are here to answer your questions. 

In this episode, you will learn:

  • Key investing phrases and terms
  • Many different kinds of stocks available 
  • Various investment terms, what they mean and how they work
  • And more!

Tune in to learn valuable information and language about investments!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com