Tag Archives: Eric Nahat

2022 Q2 Market Update With Eric Nahat

July 8, 2022Financial, Financial Planning, Investing, Investments, UncategorizedBonds, Equity, Eric Nahat, Fixed Income, Investment, Market Updates, Stocks, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

It can help to focus on logic and long term planning since the markets are constantly changing.

In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the economy. While explaining their market projections in the face of a possible recession in the short term.

Eric discusses:

How GDP numbers for the first quarter shocked to the downside
Five ways the odds of a recession are rising
A recap of what’s been happening with the performance of the markets
What’s next for equities
And more!

Connect With Eric Nahat:

LinkedIn: Eric Nahat

About Our Guest:

Eric Nahat 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.

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2022 Q1 Market Update With Eric Nahat

April 29, 2022Financial, Financial Planning, Investing, Investments, UncategorizedBonds, David Vallieres, Eric Nahat, Fixed Income, Market, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income.

In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market update. They also share what could lie ahead in the market for the next quarter.

Eric discusses:

A quick recap of what’s been happening in the market this year
What he is seeing ahead for equities and why diversification is important
Why fixed income has had a tough start to the year
And more

Connect With David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

Connect With Eric Nahat:

LinkedIn: Eric Nahat

About Our Guest:

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A Look Back on 2021 and Forward to 2022 with Eric Nahat

December 31, 2021Financial, Financial Planning, Investing, Investments2021 wrap up, 2022 predictions, David Vallieres, Eric Nahat, Financial Advisors, Financial Literacy, Financial Planning, Investment Decisions, Life Planning, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions.

But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities.

In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital Solutions, to discuss a market wrap-up of 2021, and what to expect in 2022.

David and Eric discuss:

What’s next for the economy
Stocks and equities in 2021 and what to expect in 2022
2021’s fixed income and bonds, and what’s around the corner in the new year
And more!

Connect with David Vallieres:

Connect with Eric Nahat

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Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat

November 26, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Eric Nahat, ESG, Financial Advisors, Financial Literacy, Financial Planning, Investment Decisions, Jeff Allen, Life Planning, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.

In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future. They also share why you may want to consider a company’s ESG files before investing.

David, Jeff, and Eric discuss:

The different aspects of ESG investing
Why investors are looking into company’s ESGs before deciding to invest
The history behind ESGs and where they may go in the future
And more!

Connect with David Vallieres:

Connect with Jeff Allen

Connect with Eric Nahat

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Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat

October 1, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Economic Trends, Equity, Eric Nahat, Fixed Income, Investment, Market Updates, Portfolio Management, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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:

LinkedIn: 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

July 9, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Economy, Equity, Eric Nahat, Fixed Income, Investment, Market Updates, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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:

LinkedIn: Eric Nahat

About Our Guest:

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A Look at Your Market Concerns

October 16, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Mark Burns, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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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The Trusted Team

September 2, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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

August 7, 2020Financial, Financial Planning, Investing, InvestmentsBusiness, David Vallieres, Economy, Eric Nahat, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

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?

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-ItAnne Iwasko

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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