Tag Archives: Eric Nahat

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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.

 


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Economic Trends, Market Updates, and Future Outlook With Eric Nahat



With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward?

In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 and beyond.

David and Eric discuss:

  • Industry sectors that have experienced the maximum rebound in consumer spending
  • Why we are seeing a shift towards value-oriented companies
  • The impact of anticipated inflation and interest rate changes on fixed income markets
  • The importance of long-term planning instead of “timing the markets”
  • 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.


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



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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Special Market Update: COVID-19



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