Your Financial Plan-It

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 →

In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times. In this episode, you will … Continue reading Special Market Update 1: Why Investors Are More Prepared for a Market Crash Than You Might Expect →

In this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times. In this episode, you will … Continue reading Special Market Update 1: Why Investors Are More Prepared for a Market Crash Than You Might Expect →