Your Financial Plan-It

In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.   Tune in now to learn how Synergy Capital Solutions takes the time to … Continue reading Constructing a Well-Versed Financial Plan →

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP.  Today the team is taking the time to provide some explanation about some very important financial documents.  … Continue reading Introduction to Estate Planning →

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP.  Today the team is taking the time to provide some explanation about some very important financial documents.  … Continue reading Introduction to Estate Planning →

In this special episode, David Vallieres is joined by Bill Brown, a partner at Synergy Capital Solutions who also happens to be a member of the Synergy Investment Committee. Today Bill shares insights on who might be good candidates for advanced financial planning, and how to protect wealth in multi-generational families. Tune in now to … Continue reading Special Market Update: Advanced Financial Planning →

In this special episode, David Vallieres is joined by Bill Brown, a partner at Synergy Capital Solutions who also happens to be a member of the Synergy Investment Committee. Today Bill shares insights on who might be good candidates for advanced financial planning, and how to protect wealth in multi-generational families. Tune in now to … Continue reading Special Market Update #7: Advanced Financial Planning →

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and Eric Nahat team members of Synergy Capital Solutions. Today they are discussing the apparent gap between the US economy and the stock market, and explaining its disconnect.  Also, they will provide some insight into what the Synergy Investment Committee is currently working … Continue reading Special Market Update: Is There a Gap Between the Market and the Economy? →

In this special episode, David Vallieres is joined again by Jordann Andrusiak, and Eric Nahat team members of Synergy Capital Solutions. Today they are discussing the apparent gap between the US economy and the stock market, and explaining its disconnect.  Also, they will provide some insight into what the Synergy Investment Committee is currently working … Continue reading Special Market Update 6: Is There a Gap Between the Market and the Economy? →

The coronavirus pandemic is a unique crisis not only to the medical community but also to the investment community. But this isn’t the first time an unexpected event has rocked the investment world.   To help put the current pandemic into perspective, David Vallieres is joined by Norton E. Stern for today’s insight-filled episode. With 50 … Continue reading COVID-19 And The Markets: A Historical Perspective – With Norton E. Stern →

The coronavirus pandemic is a unique crisis not only to the medical community but also to the investment community. But this isn’t the first time an unexpected event has rocked the investment world.   To help put the current pandemic into perspective, David Vallieres is joined by Norton E. Stern for today’s insight-filled episode. With 50 … Continue reading Ep 3: COVID-19 And The Markets: A Historical Perspective – With Norton E. Stern →

In this special episode, David Vallieres and returning guest Mark Burns, lead portfolio manager from Synergy Capital Solutions, to share updates on how consumer spending or lack thereof is affecting the markets due to the restrictions imposed because of the COVID-19 situation. From stocks and bonds to groceries, everything is being reassessed and the consumer … Continue reading Special Market Update: COVID-19 →