Investment Decisions | Your Financial Plan-It

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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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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Your Financial Plan-It

Tag Archives: Investment Decisions

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

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