Summary:

2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us.

In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the state of the markets along with what they think the markets will hold in the new year.

David and Eric discuss:

• How 2022’s markets differ from the financial crisis of 2008
• Strategies for making smart financial decisions going into 2023
• The importance of not letting your emotions cloud your judgment
• 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 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.

Previously, Eric worked for J.P. Morgan Private Bank where he assisted with high-net-worth families and institutions to monitor investment portfolios, model wealth projections, and provide investment solutions for their clients. He holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses. He has a master's degree in business administration from the University of Michigan, where he also earned a bachelor's degree in economics.

Eric lives in Ann Arbor, Michigan. He enjoys being involved in the community and spends his free time traveling the world, tasting the newest local cuisine and playing various sports, most notably hockey and golf.