Your Financial Plan-It

It’s no secret that COVID-19 caused some big drops in the market, but recently, the rates seem to be picking up.

In this special market update episode of Your Financial-Plan It, David Vallieres is joined by Mark Burns and Eric Nahat to discuss and update you on several market aspects that have been impacted by the pandemic. 

In this episode, you will learn:

• How the downward economic trends impacted markets, bonds, and investments 
• How fiscal government policies supported financial re-opening 
• How financial plans and emergency funds can ease the recovery process 
• Some predictions for a possible second COVID-19 wave
• And more!

Tune in to learn how the economic stimulus can help the markets recover more quickly. 

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 do the research to find the best possible solutions for their clients.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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. 

Tune in now to learn how to you can ensure your wishes for your assets are adhered to incase the worst should happen.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 learn more about advanced planning to see how you can ensure your wealth is shared for years to come.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 on and what they are seeing for the future of the market.

Tune in now to be kept up to date and don’t focus too much on the short term, the markets will survive beyond COVID-19.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 years of investment experience, Norton shares his experience with past market events and how he’s helped guide investors through the unexpected.

In this episode, you’ll learn:

• How a plan can help you overcome uncertainty
• How past events have impacted the global economy 
• What Norton has learned about the economy over the past 50 years
• And more!

Join David and Norton now to gain a new perspective on the COVID-19 crisis and our economy!

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 is deciding what is most important in their life.

Tune in now to learn to hear how great companies are adapting to the new way of commerce.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 finding a COVID 19 vaccine may impact a potential recovery scenario. 

Tune in now to learn how to start preparing for what the new norm may be.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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. Allen’s experience with COVID-19 and the importance of social distancing 
• If warmer weather could decline the spread of COVID-19
• How an emergency fund could help during difficult times 
• The importance of considering financial and estate planning 
• And more!

Tune in to now for David and Dr. Allen’s insightful explanation of the medical and financial impacts of COVID-19. 

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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 of self isolation.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.