Tag Archives: Markets

Answering Your Frequently Asked Questions

July 23, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Markets, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

When it comes to your finances, it is inevitable that you will have questions. Likely, your questions are common, and we’ve got the answers you’re looking for.

David Vallieres is joined by Jordann Andrusiak, Norton Stern, and Jeff Allen to answer your frequently asked questions about financial planning,

In this episode, you will learn:

Whether you should focus on investing or paying down debts
Some tips for saving for retirement
The difference between various education savings plans
Why it’s important for your family to be involved in financial planning
And more!

From short and long term investments, to retirement planning, wealth, and education, tune in as David, Jordann, Norton, and Jeff answer your questions!

Resources: Synergy Capital Solutions | hello@synergycapitalsolutions.com

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A Deep Dive into Special Needs Trusts – With Bill Brown

July 8, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Estate Planning, Expenses, Finances, Financial Lessons, Financial Planning, Investments, Markets, Personal Finance, Preparation, Strategic Plan, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life.

In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story.

In this episode, you will learn:

What a special needs trust is and who it helps
The benefits and potential drawbacks of this type of trust
The different types of special needs trusts
Bill’s personal connection with special needs trusts
And more!

Tune in to learn how a special needs trust can increase quality of life in applicable situations!

Resources: Synergy Capital Solutions

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Constructing a Well-Versed Financial Plan

June 5, 2020Financial, Financial Planning, Investing, Investments, UncategorizedBusiness, David Vallieres, Economy, Financial Lessons, Financial Planning, Investments, Mark Burns, Market changes, Market Fluctuations, Markets, Personal Finance, Preparation, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

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 1: Why Investors Are More Prepared for a Market Crash Than You Might Expect

March 17, 2020Coronavirus, COVID-19, Financial, Financial Planning, Investing, InvestmentsCOVID-19, David Vallieres, Financial Planning, Mark Burns, Market changes, Market Fluctuations, Markets, Strategic Plan, Synergy Capital Solutionsyourfinancialplanit

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
And more!

Tune in now to learn how the markets are being affected and what Synergy Capital Solutions does to help clients during tumultuous times!

Resources:

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

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