Your Financial Plan-It

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 5: COVID-19 →

In this special episode, David Vallieres is joined by the portfolio team at Synergy Capital Solutions, Mark Burns and Eric Nahat.  They are talking today about how COVID 19 has impacted the economy detailing some of the different ways the consumer is shopping and the creative ways businesses are adapting to that.  Also on how … Continue reading Special Market Update: COVID-19 →

In this special episode, David Vallieres is joined by the portfolio team at Synergy Capital Solutions, Mark Burns and Eric Nahat.  They are talking today about how COVID 19 has impacted the economy detailing some of the different ways the consumer is shopping and the creative ways businesses are adapting to that.  Also on how … Continue reading Special Market Update 4: COVID-19 →

COVID-19 has impacted many areas of our lives: our health, our daily routines, and our finances.  Today, David Vallieres is joined with Dr. Jeff Allen of Synergy Capital Solutions to discuss the coronavirus crisis, covering everything from social distancing to the different financial consequences of this global pandemic. In this episode, you will learn: Dr. … Continue reading COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen →

COVID-19 has impacted many areas of our lives: our health, our daily routines, and our finances.  Today, David Vallieres is joined with Dr. Jeff Allen of Synergy Capital Solutions to discuss the coronavirus crisis, covering everything from social distancing to the different financial consequences of this global pandemic. In this episode, you will learn: Dr. … Continue reading Ep 2: COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen →

In this special episode, David Vallieres is joined by Jordann Andrusiak, a team member of Synergy Capital Solutions and they are discussing the CAREs act recently passed by Congress and how it will affect the individual working person and retirees. Tune in now to learn how the government is helping individuals get through this time … Continue reading Special Market Update 3: COVID-19 →

In this special episode, David Vallieres is joined by Jordann Andrusiak, a team member of Synergy Capital Solutions and they are discussing the CAREs act recently passed by Congress and how it will affect the individual working person and retirees. Tune in now to learn how the government is helping individuals get through this time … Continue reading Special Market Update 3: COVID-19 →

Welcome to the inaugural episode of Your Financial Plan-It Podcast!  In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more.  In this episode, you … Continue reading Ep 1: Meet Your Host, David Vallieres →

Welcome to the inaugural episode of Your Financial Plan-It Podcast!  In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more.  In this episode, you … Continue reading Ep 1: Meet Your Host, David Vallieres →

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.  Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous … Continue reading Special Market Update 2:  COVID-19 →