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.
In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times.
In this episode, you will learn:
How historical events have helped Synergy Capital Solutions prepare their clients for market fluctuations
Why today’s investors are more prepared for a market crash than in the past
Why the coronavirus is not the only thing that’s impacting the markets
Why it is important to have a strategic plan
What you can do to get through the market changes
Tune in now to learn how the markets are being affected and what Synergy Capital Solutions does to help clients during tumultuous times!