Tag Archives: Financial Advisors

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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Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla

July 23, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial Advisors, Financial Literacy, Jordan Andrusiak, Retirement, Synergy Capital Solutions, Wealth Transfer, Women, Your Financial Plan-ItAnne Iwasko

While preparing for retirement, it’s important to involve your heirs in the financial planning process.

In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.

The guests discuss:

Financial planning tips they wish they had known earlier in life
The financial freedom and peace of mind that you achieve after working with an advisor
Biggest financial pitfalls of their lives and how they overcame them
The importance of having a secure document locator while planning your estate
And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

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Women and Wealth: Planning for Retirement With Margie, Pat, and Marla

June 25, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Financial Advisors, Financial Literacy, Financial Planning, Jordan Andrusiak, Retirement, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

A lot of women often rely heavily on their spouse to take care of the finances.

Remember, doing so can significantly affect you at a later stage in your life.

In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are in the retirement phase of their lives. They discuss the importance of taking hold of your finances and developing financial literacy early on in life.

The guests discuss:

How they navigated their financial complexities during the death of their spouse
How an advisor can ease your financial burden during unforeseen life circumstances
Why you need to discuss your finances with your children
Financial decisions that might keep you up at night if you have not planned for them
And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

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Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah

May 28, 2021Financial, Financial Planning, Investing, Investments, UncategorizedAmanda Dorio, Career, Children, David Vallieres, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

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
And more!

Tune in to learn these womens mistakes and how you can avoid them for yourself!

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Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah

May 14, 2021Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investments, UncategorizedAmanda Dorio, Career, Children, David Vallieres, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

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
And more!

Tune in to learn how you can navigate the financial complexities at different stages of your life!

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