Tag Archives: Mark Burns

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Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan



Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year.

In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited about, and the importance of investment planning.

Mark and Sarah discuss:

  • Building a stable cash flow plan for after retirement to mitigate risk
  • Creating retirement plans that are client oriented and help clients visualize an end goal
  • Investment planning and the importance in creating a diverse portfolio of well managed assets 
  • Passing down your values and your wealth to your family through wealth transfer planning
  • And more

Connect with Mark Burns:

Connect With Sarah Zvekan:

Connect with David Vallieres:

About Our Guests:

Mark Burns began his financial services career in 1982 and quickly became a widely recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies. 

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.


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Who is the Captain of Your Ship?



Do you know who the person is that is navigating your team to success? 

In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to achieve the clients’ goals.

In this episode, you will learn:

  • What it means to collaborate with other professionals to get the best results for your clients
  • How we work and collaborate with other advisors
  • How we take the lead to overcome challenges
  • What expectations we hold for the CPAs, attorneys or other professionals that we have partnerships with
  • And more!

Tune in now to learn more about who is in charge of the group marching you down the field. 

Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Bill Brown 


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Creating a Proactive Financial Plan for 2021



With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future!

In this episode, David Vallieres is joined by colleague Mark Burns to discuss how COVID and the recent elections have affected the market. They provide several meaningful insights into how you can proactively adjust your financial plan to the anticipated future changes in 2021.

In this episode, you will learn:

  • The key transition periods during 2020 and how to prepare for year end
  • Ways in which the elections affect you from a regulatory and a tax standpoint
  • How technology has impacted the marketplace, the workforce and the clients
  • What’s around the corner for 2021 and your next steps going forward
  • And more!

Tune in now to learn how you can enter 2021 with a solid long-term plan to better manage your finances!

Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: hello@synergycapitalsolutions.com


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The 2020 Election vs. the Market



How will the markets prevail through the fallout from the 2020 presidential election?

In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from a market perspective.

In this episode, you will learn:

  • How the noise and lawsuits around this election may affect the market
  • Why a divided government historically has had a positive effect on the market
  • Why this can be an emotional time for investors and clients with the interim uncertainty
  • What is driving the federal reserve
  • And more!

Tune in now to learn more about how the results of the election are impacting the market.

Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat


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The Ready, Aim, Fire Mindset of Insurance Planning



When it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”. 

In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years and the planning it takes to find the right fit.

In this episode, you will learn:

  • How the world of insurance and long term care has changed
  • Why insurance companies are raising premiums as they gain experience
  • How annuities are viewed through the lens of a financial planner
  • How life insurance should fit into your plan
  • And more!

Tune in now to hear the details of insurance planning and long term care annuities!

Resources:  Synergy Capital Solutions 


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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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Staying Connected as a Team



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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Constructing a Well-Versed Financial Plan



In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.  

Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.

Resources: 

Synergy Capital Solutions| David Vallieres on LinkedIn | Mark Burns on LinkedIn


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Special Market Update: COVID-19



In this special episode, David Vallieres and returning guest Mark Burns, lead portfolio manager from Synergy Capital Solutions, to share updates on how consumer spending or lack thereof is affecting the markets due to the restrictions imposed because of the COVID-19 situation. From stocks and bonds to groceries, everything is being reassessed and the consumer is deciding what is most important in their life.

Tune in now to learn to hear how great companies are adapting to the new way of commerce.

Resources: Synergy Capital Solutions| David Vallieres on LinkedIn | | Mark Burns 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