Tag Archives: Portfolio Management


Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor.

In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you.

Dr. Jeff Allen discusses:

  • Potentially significant changes with charitable distributions
  • The larger catch up for retirement contributions
  • Student loan payment matches beginning in 2024
  • And more

Connect With David Vallieres:

Connect With Dr. Jeff Allen: 

About Our Guest:

Dr. Jeff Allen is a retired physician working as a financial advisor for Physicians, Dentists and other successful professionals with an understanding of their unique objectives. He focuses on helping my clients create financial freedom by creating a spending and investment plan to reach retirement goals. Additionally, he helps clients with college planning, investment management, insurance needs analysis and retirement planning. 


Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat

If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!

In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect in 2021-Q4 and beyond.

David and Eric discuss:

  • How the Delta Variant and supply chain pressures are affecting the global economy
  • The potential impact of Federal Reserve’s “tapering” on inflation
  • Why international investors should be careful of China’s highly leveraged housing sector
  • And more!

Connect With David Vallieres:

Connect With 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. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.