Tag Archives: COVID-19

Special Market Update: Is There a Gap Between the Market and the Economy?

May 16, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsBusiness, COVID-19, David Vallieres, Economy, Eric Nahat, Financial Lessons, Financial Planning, Jordann Andrusiak, Preparation, Reopening, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and Eric Nahat team members of Synergy Capital Solutions. Today they are discussing the apparent gap between the US economy and the stock market, and explaining its disconnect. Also, they will provide some insight into what the Synergy Investment Committee is currently working on and what they are seeing for the future of the market.

Tune in now to be kept up to date and don’t focus too much on the short term, the markets will survive beyond COVID-19.

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

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COVID-19 And The Markets: A Historical Perspective – With Norton E. Stern

May 6, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsBusiness, COVID-19, David Vallieres, Economy, Financial Lessons, Financial Planning, Norton E. Stern, Preparation, Reopening, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

The coronavirus pandemic is a unique crisis not only to the medical community but also to the investment community.

But this isn’t the first time an unexpected event has rocked the investment world.

To help put the current pandemic into perspective, David Vallieres is joined by Norton E. Stern for today’s insight-filled episode. With 50 years of investment experience, Norton shares his experience with past market events and how he’s helped guide investors through the unexpected.

In this episode, you’ll learn:

How a plan can help you overcome uncertainty
How past events have impacted the global economy
What Norton has learned about the economy over the past 50 years
And more!

Join David and Norton now to gain a new perspective on the COVID-19 crisis and our economy!

Resources: hello@synergycapitalsolutions.com | Synergy Capital Solutions | Your Financial Plan-It Podcast

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Special Market Update: COVID-19

May 1, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCOVID-19, David Vallieres, Financial Planning, Mark Burns, Synergy Capital Solutionsyourfinancialplanit

In this special episode, David Vallieres and returning guest Mark Burns, lead portfolio manager from Synergy Capital Solutions, to share updates on how consumer spending or lack thereof is affecting the markets due to the restrictions imposed because of the COVID-19 situation. From stocks and bonds to groceries, everything is being reassessed and the consumer is deciding what is most important in their life.

Tune in now to learn to hear how great companies are adapting to the new way of commerce.

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

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Special Market Update: COVID-19

May 1, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCOVID-19, David Vallieres, Eric Nahat, Financial Planning, Mark Burns, Synergy Capital Solutionsyourfinancialplanit

In this special episode, David Vallieres is joined by the portfolio team at Synergy Capital Solutions, Mark Burns and Eric Nahat. They are talking today about how COVID 19 has impacted the economy detailing some of the different ways the consumer is shopping and the creative ways businesses are adapting to that. Also on how finding a COVID 19 vaccine may impact a potential recovery scenario.

Tune in now to learn how to start preparing for what the new norm may be.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Portfolio Team Email

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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 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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