Your Financial Plan-It

Join Alex Burns CFP® as he talks to our new team members Kevin Keith CRPC®, CRPS® and Lindsay Mills. As Synergy Capital Solutions continues to grow, we welcomed the clients and team of the EnVision Financial Group to our firm in November 2023. Through this combination we welcomed Kevin and Lindsay to our team, and we are excited for you to get toknow them. Some topics of discussion in this podcast...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 4Q 2023 market recap and 1Q 2023 outlook. Some topics of discussion include: -Market returns -New opportunities -Inflation -Consumer Confidence -Market themes -Time in the market -Withdrawal rates To read more on the 4Q market recap and 1Q 2024 recap, read the latest blog post on our website or reach our to t...

Join Alex Burns CFP® as he talks to our new team members Caryn E. Fields CFP®, Brennan M. Ifkovits and Diego Wanderley. We are so excited to welcome them to the team and we are looking forward to you getting to know them. Some highlights include: -Their career path and experience -The passion they share for the industry -How and why, they choose Synergy Hightower Advisors, LLC is an SEC registered...

In this episode of Your Financial Plan-it join Jordann Andrusiak and Caryn Fields as they discuss some new year resolutions and a check list of items you should take care of during the year. This is a great resource to check you are starting 2024 in the best way possible with your financial plan. As a new member to our team, Caryn provides a brief introduction to herself as she co-hosts her first...

In your 20s and 30s, the concept of retirement may seem distant and, frankly, irrelevant. A proactive mindset, however, can have a major impact on your financial future, possibly even setting the stage for an earlier retirement. If you’re in the majority of employees, you have access to an employer sponsored retirement plan, often a 401(k), and at some point, either because you start a new job, re...

Join Synergy Capital Solutions team member Eric Nahat as he talks through the 3Q 2023 market recap and 4Q 2023 outlook. Some topics of discussion include: Google search trends Historic market events Time in the market Interest rates Bond market To read more on the 3Q market recap and 4Q recap, read the latest blog post on our website or reach our to the Synergy Capital Solutions team.

Join Synergy Capital Solutions advisors Sarah Zvekan and Alex Burns as they discuss their certified financial planner certification experience. For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to...

In this episode, Mark Burns, our CEO, and Alex Burns, an advisor and Director of Digital Solutions, will be discussing the multigenerational firm we have at Synergy Capital Solutions. Topics of discussion include: ·  When Mark knew having a second generation in the team was an important asset to have. ·  Alex Burns' journey into Synergy Capital Solutions and working with the ge...

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

Summary: When it comes to short term investing, there are a number of uncertainties that come along with it that may allow for more issues to pop up versus if you take a long-term strategic approach. Sometimes, when going through turmoil, a heads up as well as a solid financial plan to fall back on just might be your saving grace to not jump at the chance to pull out based on your fears in the mar...

Women now control about a third of the world's wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women. In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy Capital Solutions about the importance of women in the financial industry, and the impacts that the...

Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year. In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement...

Summary: The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor. In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you. Dr. Jeff Allen discusses: ●    ...

Summary: 2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us. In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the state of the markets along with what they think the markets will...

Summary: The holidays are an exciting time of the year. Maybe you enjoy; spending time with friends and family, enjoying delicious food, or shopping for those best gifts. In this episode, the team at Synergy Capital Solutions share some of their family traditions during the holidays and what they think about as they go through the holidays. Members of Synergy Capital Solutions discuss: ● &nbs...

Summary: Staying up to date on phishing and vishing scams, malware, ransomware, and other computer threats is absolutely necessary to keep your finances and identity safe. In this episode, David Vallieres talks with Sarah Khan, a chief information security officer at Hightower Advisor LLC, to discuss cybersecurity. Sarah dives into what cyber security is, the different types of cyber fraud to look...

Summary: Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long-term investor. In this episode, David Vallieres talks with Mark Burns and Eric Nahat from Synergy Capital Solutions to discuss the fourth quarter mark...

Summary: According to CNBC, a college education is now the second largest expense that an individual is going to make in a lifetime. With college costs increasing, more families know they have to have a plan to pay for college than ever before. In this episode, David Vallieres talks with Sarah Zvekan, to explain how parents can begin to plan for the costs of college. She also shares some tips for...

Summary: It is vital to control your finances with all the uncertainty in the markets. In this episode, David Vallieres talks with Alex Burns, an advisor at Synergy Capital Solutions. Alex explains the importance of controlling your spending and details how your savings should be organized for the short, medium, and long term. Alex discusses: ●     What can be truly controlled...

Summary: It can help to focus on logic and long term planning since the markets are constantly changing. In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the economy, while explaining their market projections in...

When it comes to financial planning, insurance is a necessary evil in planning for your future. In this episode, David Vallieres chats once more with Dr. Jeffrey Allen, CFP®, on insurance and risk management within financial planning while discussing options for long term coverage. Dr. Jeffrey discusses: ●     How he mitigates risk for his clients ●    ...

Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement. In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, to discuss the importance of your Social Security and the benefits...

There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income. In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market update. They also share what could lie ahead in the market for the next quart...

Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns. Your market advisor should be able to identify those concerns and create a plan of action based on that information. In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his...

2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions. But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities. In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital Solutions, to discuss a market wrap-up of 2021, and wha...