Summary:

When it comes to short term investing, there are a number of uncertainties that come along with it that may allow for more issues to pop up versus if you take a long-term strategic approach. Sometimes, when going through turmoil, a heads up as well as a solid financial plan to fall back on just might be your saving grace to not jump at the chance to pull out based on your fears in the market.

In this episode, David Vallieres is joined by Eric Nahat to uncover the changes in the market since the beginning of the year, what that means for your portfolio and how you can go about understanding these changes while looking forward into the third quarter.

David Vallieres discusses,

●     How we approach investing through understanding the logic and the long-term benefits

●     Proactive versus reactive investing and how it can benefit your portfolio

●     How the market can currently be compared to prior shifts in history and how we can use that to determine the onset of where the market is headed

●     And more

Connect With David Vallieres:

●     David Vallieres

●     Synergy Capital Solutions

●     Email at: [email protected]

Connect With Eric Nahat:

●     LinkedIn: Eric Nahat

About Our Guest:

Eric Nahat 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.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.