Your Financial Plan-It

Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement. In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, … Continue reading Integrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP® →

There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income. In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market … Continue reading 2022 Q1 Market Update With Eric Nahat →

Women now control about a third of the world’s wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women. In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy … Continue reading Honoring Women in Finance for International Women’s Month With Sarah Zvekan →

Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year. In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy … Continue reading Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan →

Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns.  Your market advisor should be able to identify those concerns and create a plan of action based on that information. In this episode, David Vallieres talks to Norton Stern, … Continue reading Financial Concerns Changing with Age With Norton Stern →

2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions.  But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities. In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital … Continue reading A Look Back on 2021 and Forward to 2022 with Eric Nahat →

More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances. In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff … Continue reading Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat →

In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable. In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF … Continue reading Women and Wealth: How DEI Leads to Profitability with Leslie Davis →

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 … Continue reading Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat →

At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion. As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession. In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the … Continue reading Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak →