Dr. Jeff Allen is a retired physician working as a financial advisor for Physicians, Dentists and other successful professionals with an understanding of their unique objectives. He focuses on helping my clients create financial freedom by creating a spending and investment plan to reach retirement goals. Additionally, he helps clients with college planning, investment management, insurance needs analysis and retirement planning.
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
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.
Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long term investor.
In this episode, David Vallieres talks with Mark Burns and Eric Nahat from Synergy Capital Solutions to discuss the fourth quarter market update and what trends they have noticed over the past couple of months.
Mark and Eric discuss:
Why your economic outlook should match your portfolio planning
Why long term investing is so effective
The Monte Carlo simulations and how you can use it to make predictions
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
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.
Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.
In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share what they wish they could’ve told their younger selves regarding finances.
You will learn:
How to balance your finances based on your priorities
How being concentrated now can help you make better decisions when you’re older
Why you need to slow down and put a financial plan in place
Tune in to learn these womens mistakes and how you can avoid them for yourself!
Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.
In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share the major expenses they are facing, how they deal with them, and steps they are taking to secure their financial future.
You will learn:
Why certain major financial decisions might keep you up at night if you haven’t planned for them
How an advisor can help you make informed, data-driven decisions
Tips to raise your children to be financially responsible
Tune in to learn how you can navigate the financial complexities at different stages of your life!