Your Financial Plan-It

The responsibilities of a tax advisor are no longer limited to a simple income tax return. It’s about consistently making informed decisions throughout the year to optimize your tax picture. In this episode, David Vallieres is joined by Jordann Andrusiak, and guest Dennis Wolgin, tax consultant at Schlaupitz Madhavan, P.C. Join them as they discuss … Continue reading The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin →

Tax Day for your 2020 taxes has returned to April 15th this year, after a year of shifted deadlines and uncertainty with COVID-19. Are you prepared for this tax season? What will be different when it comes to filing your 2020 taxes? In this episode, David Vallieres is joined by Alex Burns, John McCarron, and … Continue reading How Can You Prepare for 2020 Taxes? →

Financial advisors, tax advisors, estate attorneys – there are just so many people you may have to deal with when developing a holistic plan for your finances. Wouldn’t it be so much better if they could collaborate with each other? In this episode, David Vallieres, Jordann Andrusiak and Norton Stern from Synergy Capital Solutions are … Continue reading The Synergy Between Advisors and Lawyers – With Matthew Caplan →

After the stock market peaked at the end of 2020, the investing momentum has continued into this new year! So, are you ready to kickstart 2021? Do you have a robust plan in place? In this episode, David Vallieres is joined by his fellow investment committee members at Synergy Capital Solutions, Jordann Andrusiak and Eric … Continue reading What 2021 Entails for the Financial Markets →

Do you know who the person is that is navigating your team to success?  In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to … Continue reading Who is the Captain of Your Ship? →

With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future! In this episode, David Vallieres is joined by colleague Mark Burns to discuss … Continue reading Creating a Proactive Financial Plan for 2021 →

How will the markets prevail through the fallout from the 2020 presidential election? In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from … Continue reading The 2020 Election vs. the Market →

When it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”.  In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years … Continue reading The Ready, Aim, Fire Mindset of Insurance Planning →

Concerns about the economy are growing as the upcoming presidential election coincides with an ongoing global pandemic. In this episode, David Vallieres and guests Mark Burns and Eric Nahat provide a market update about what’s happened in the last quarter and what might lay ahead in Q4. Join us as David, Mark and Eric discuss … Continue reading A Look at Your Market Concerns →

Collaboration and teamwork are what sets Synergy Capital Solutions apart.  In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience. In this episode, you will learn: How Mark and Norton … Continue reading Staying Connected as a Team →