Tag Archives: Portfolio Planning


Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak

The holidays are an exciting time of the year. Maybe you enjoy; spending time with friends and family, enjoying delicious food, or shopping for those best gifts.

In this episode, the team at Synergy Capital Solutions share some of their family traditions during the holidays and what they think about as they go through the holidays.

Members of Synergy Capital Solutions discuss:

  • The must-haves during the holidays
  • Favorite holiday foods to have with guests
  • The best gifts to be received or given
  • Where they shop for the best deals
  • How to spend an appropriate amount on gifts
  • And more

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