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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


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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 


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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.


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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


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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 


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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 


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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

 


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Answering Your Frequently Asked Questions



When it comes to your finances, it is inevitable that you will have questions. Likely, your questions are common, and we’ve got the answers you’re looking for. 

David Vallieres is joined by Jordann Andrusiak, Norton Stern, and Jeff Allen to answer your frequently asked questions about financial planning, 

In this episode, you will learn:

  • Whether you should focus on investing or paying down debts
  • Some tips for saving for retirement
  • The difference between various education savings plans
  • Why it’s important for your family to be involved in financial planning
  • And more!

From short and long term investments, to retirement planning, wealth, and education, tune in as David, Jordann, Norton, and Jeff answer your questions!

Resources:  Synergy Capital Solutions | hello@synergycapitalsolutions.com


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A Deep Dive into Special Needs Trusts – With Bill Brown



A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life.

In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story.

In this episode, you will learn:

  • What a special needs trust is and who it helps
  • The benefits and potential drawbacks of this type of trust
  • The different types of special needs trusts
  • Bill’s personal connection with special needs trusts
  • And more!

Tune in to learn how a special needs trust can increase quality of life in applicable situations!

Resources:  Synergy Capital Solutions 


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Considerations for Estate Planning — with Mark and Alex Burns



One of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work? 

In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.

In this episode, you will learn:

  • What estate planning is and the goals of wealth transfer
  • The two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer 
  • Why it’s important to review estate plans regularly 
  • How a wealth transfer plan can benefit business owners
  • And more!

Tune in to do a deep dive on wealth transfer!

Resources:  Synergy Capital Solutions