Your Financial Plan-It

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 … Continue reading 2023 Q1 Portfolio Process & Market Update with Eric Nahat →

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

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 … Continue reading Looking Forward into 2023 with Eric Nahat →

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 … Continue reading Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak →

Staying up to date on phishing and vishing scams, malware, ransomware, and other computer threats is absolutely necessary to keep your finances and identity safe. In this episode, David Vallieres talks with Sarah Khan, a chief information security officer at Hightower Advisor LLC, to discuss cybersecurity. Sarah dives into what cyber security is, the different … Continue reading Identifying Cybersecurity Threats With Sarah Khan →

Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long term investor. In this episode, David Vallieres talks with Mark … Continue reading 2022 Q4 Market Update With Mark Burns and Eric Nahat →

According to CNBC, a college education is now the second largest expense that an individual is going to make in a lifetime. With college costs increasing, more families know they have to have a plan to pay for college than ever before. In this episode, David Vallieres talks with Sarah Zvekan, to explain how parents … Continue reading Planning For The Costs of College With Sarah Zvekan →

It is vital to control your finances with all the uncertainty in the markets. In this episode, David Vallieres talks with Alex Burns, an advisor at Synergy Capital Solutions. Alex explains the importance of controlling your spending and details how your savings should be organized for the short, medium, and long term. Alex discusses: What … Continue reading Controlling Your Budget and Spending With Alex Burns, CFP® →

It can help to focus on logic and long term planning since the markets are constantly changing. In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the … Continue reading 2022 Q2 Market Update With Eric Nahat →

When it comes to financial planning, insurance is a necessary evil in planning for your future.  In this episode, David Vallieres chats once more with Dr. Jeffrey Allen, CFP®, on insurance and risk management within financial planning while discussing options for long term coverage. Dr. Jeffrey discusses: How he mitigates risk for his clients The … Continue reading The Growing Business of Insurance with Dr. Jeffrey Allen, CFP® →