Tag Archives: Jordann Andrusiak

Looking Forward into 2023 with Eric Nahat

December 30, 2022Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investments, UncategorizedAmanda Dorio, Career, Children, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us.

In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the state of the markets along with what they think the markets will hold in the new year.

David and Eric discuss:

How 2022’s markets differ from the financial crisis of 2008
Strategies for making smart financial decisions going into 2023
The importance of not letting your emotions cloud your judgment
And more!

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.

Previously, Eric worked for J.P. Morgan Private Bank where he assisted with high-net-worth families and institutions to monitor investment portfolios, model wealth projections, and provide investment solutions for their clients. He holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses. He has a master’s degree in business administration from the University of Michigan, where he also earned a bachelor’s degree in economics.

Eric lives in Ann Arbor, Michigan. He enjoys being involved in the community and spends his free time traveling the world, tasting the newest local cuisine and playing various sports, most notably hockey and golf.

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2022 Q4 Market Update With Mark Burns and Eric Nahat

October 7, 2022Financial PlanningAmanda Dorio, Career, Children, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-ItAnne Iwasko

Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long term investor.

In this episode, David Vallieres talks with Mark Burns and Eric Nahat from Synergy Capital Solutions to discuss the fourth quarter market update and what trends they have noticed over the past couple of months.

Mark and Eric discuss:

Why your economic outlook should match your portfolio planning
Why long term investing is so effective
The Monte Carlo simulations and how you can use it to make predictions
And more

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Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak

September 17, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Diversity, Inclusion, Jordann Andrusiak, Law, NAMWOLF, Synergy Capital Solutions, Wealth Management, Women, Your Financial Plan-ItAnne Iwasko

At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

NAMWOLF’s core mission and vision
How you can easily become a member of NAMWOLF
The types of financial services provided specifically to NAMWOLF members
How small- and medium-sized business owners can promote DEI within their business
And more!

Resources:

The National Association of Minority & Women Owned Law Firms (NAMWOLF)

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordan Andrusiak

About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.

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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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How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss

April 30, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial, Financial Planning, Gift Tax, Income Tax, Investing, Investments, Jordann Andrusiak, Richard Schloss, Synergy Capital Solutions, Tax Planning, Trust Administration, Your Financial Plan-ItAnne Iwasko

Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening.

In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.

You will learn:

The time period when the proposal is most likely to be passed
How to use the Spousal Lifetime Access Trust (SLAT) & the Irrevocable Life Insurance Trust (ILIT) for efficient estate planning
Tips to help you fully utilize your current unused gift tax exemptions
And more!

Tune in to discover steps you can take today to minimize the impact of the new tax regulations!

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Staying Connected as a Team

October 1, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Jordann Andrusiak, Mark Burns, Norton Stern, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

Collaboration and teamwork are what sets Synergy Capital Solutions apart.

In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience.

In this episode, you will learn:

How Mark and Norton brought their businesses together to create Synergy Capital Solutions
How Synergy Capital Solutions works to serve their advisors and relationship managers
How the clients benefit from having a collaborative team approach
And more!

Tune in to learn more on the strength of the team

Resources: Synergy Capital Solutions

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Introduction to Estate Planning

May 28, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, John McCarron, Jordann Andrusiak, Personal Finance, Preparation, Synergy Capital Solutions, Your Financial Plan-ItAnne Iwasko

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP. Today the team is taking the time to provide some explanation about some very important financial documents.

Tune in now to learn how to you can ensure your wishes for your assets are adhered to incase the worst should happen.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | Jordann Andrusiak on LinkedIn | John McCarron on LinkedIn

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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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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 SolutionsAnne Iwasko

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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