Your Financial Plan-It

Join Synergy Capital Solutions’ Co-Chief Investment Officer, Eric Nahat, CEPA®, in our latest Market Update Podcast as he breaks down the key drivers shaping today’s investment landscape. In this episode, Eric recaps the highlights from Q2 2026 and shares his outlook for Q3, offering timely insights to help you stay informed and prepared. Key topics discussed include: • Market Recap: Major headlin...

Join Synergy Capital Solutions advisors Jordann Andrusiak, CFP®, and Diego Wanderley as they break down the key strategies families can use to save for their children’s education. In this episode, they explore why early planning can make a meaningful difference, when to begin your savings journey, and the variety of options available to help you prepare with confidence. They’ll also discuss how to...

Join Synergy Capital Solutions’ Director of Investments, Eric Nahat, as he walks through the Q1 2026 recap and Q2 2026 outlook in our latest podcast episode. Some topics of discussion include: -Market Recap – Key Headlines From Last Quarter -AI Disruption – Software Sell-off and the Importance of Diversification -U.S. Economic Activity – Manufacturing Returning to Expansion -Oil Prices – Historica...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 4Q 2025 Recap & 1Q 2026 Outlook. Some topics of discussion include: -Market Recap – Key Headlines From Last Quarter -Stock Market – Nasdaq’s Historic Market Rebound -Washington Policy – U.S. Tariff Timeline -Inflation – Expectations Rising But Not Showing up in the Data -Interest Rates – Updated Rate Cut...

Join Synergy Capital Solutions advisors Jordann M. Andrusiak, CFP® and Dr. Jeff S. Allen CFP® as they discuss Jeff's career as a physician and his career change to a Financial Advisor. Topics of discussion include: • Navigating a career change • Recognizing the need for financial planning guidance as a physician • The responsibility as a business owner • Finding the balance between paying off debt...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 3Q 2025 Recap & 4Q 2025 Outlook. Some topics of discussion include: Market Recap – Key Headlines From Last Quarter Stock Market – Nasdaq’s Historic Market Rebound Washington Policy – U.S. Tariff Timeline Inflation – Expectations Rising But Not Showing up in the Data Interest Rates – Updated Rate Cut Forec...

Are you ready to retire? This popular question is one we hear often. In this podcast episode Synergy Advisors’ Caryn Fields, CFP® , and Diego Wanderley discuss the main elements of your financial plan to consider when looking at this question. Items of discussion include: Spending: Understand your essential vs. discretionary expenses and how to maintain your lifestyle in retirement. Income: Transi...

Join Synergy’s Client Experience Manager in Business Integrations, Anne Iwasko, and our Client Experience Associate in Scheduling, Jennifer Curran, as they make their podcast debut alongside host Jordann Andrusiak. Together, they explore the personal and professional transitions that shape our lives — from shifting household dynamics to evolving career paths and the responsibilities of caring for...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2025 Recap & 3Q 2025 Outlook. Some topics of discussion include: Market Recap – Key Headlines From Last Quarter Stock Market – Nasdaq’s Historic Market Rebound Washington Policy – U.S. Tariff Timeline Inflation – Expectations Rising But Not Showing up in the Data Interest Rates – Updated Rate Cut Forec...

Money can be a source of unity—or tension—in a relationship. In this episode, we explore how couples can successfully merge their finances, align their financial values, and navigate the different levels of financial expectations. Whether you're just moving in together or have been married for years, this conversation will help you build a stronger financial foundation as a team. Topics of discuss...

Are you or someone you know at the beginning of your financial journey? At Synergy, we recognize that you may need different services at different stages of your life and career. We match your financial needs through the various chapters of your life by offering support at the Build, Grow, Enjoy and Give stages of life. Firstly, we start with the build stage which Synergy advisors Jordann Andrusia...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2024 Recap & 3Q 2024 Outlook. Some topics of discussion include: Market Recap – Key Headlines From the Past Six Months Stock Market – How Company Size is Shaping 2025 Returns U.S. Sector Trends – 7 of 11 Sectors Posted Gains in 1Q 2025 Performance Drivers – Earnings Remain Strong, But Valuations Modera...

The Importance of Women Leading Their Financial Journey | Women in Financial Planning Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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

Join Synergy Capital Solutions Director of Investments, Eric Nahat, as he talks through the 3Q 2024 Recap & 4Q 2024 Outlook. Some topics of discussion include: • Market Recap – 2024 Asset Class Performance • Stock Market – What to Expect in the Third Year of the Bull Market • Performance Drivers – Expectations for Earnings Growth in 2025 • Interest Rates – Comparing the Market’s & Fed’s Fo...

In this episode of Your Financial Plan-It, Synergy Capital Solutions Advisors Alex Burns, CFP®, and Brennan M. Ifkovits share their tips for year-end planning and share how to prepare for 2025. The end of the year can be a busy time for many, but it's important to take a moment to reset and realign your financial plan while planning ahead for the new year. Topics of discussion include: -Specific a...

The holiday season often leads to increased spending, which can significantly impact your bank balance, especially if you haven’t saved or planned for it. While you might think a January financial hangover is inevitable, it doesn’t have to be that way. Advance planning can help you avoid financial stress and fully enjoy this joyful time of year. In this episode of Your Financial Plan-It, Synergy C...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 3Q 2024 Recap & 4Q 2024 Outlook. Some topics of discussion include: Market Recap – Timeline of Key Events in 2024 Interest Rates – Federal Reserve Cuts Rates by -0.50% Path Forward – How much could rates be cut by? Economic Trends – Watching Interest Rate Sensitive Industries Historical Perspective – How...

Join Synergy Capital Solutions advisors Eric Nahat and Alex Burns, CFP® as they discuss investing through election years. Topics of discussion include: Why its important to stay invested during election years Historical data which shows that it is much more impactful to stay invested than to try and time the markets How we approach election years in our plans looking at the long-term solutions The...

Join Synergy Capital Solutions advisors M. Alex Burns, CFP® and Caryn Fields, CFP® as they discuss planning for your legacy. Topics of discussion include: • The 2017 Tax Cuts and Jobs Act • What the upcoming changes mean for our clients • Importance of your plan and selecting which professionals to work with • Three things you can do now to define your legacy • The importance of working with your...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2024 Recap & 3Q 2024 Outlook. Some topics of discussion include: Asset Classes – Mid-Year Performance Update Performance Drivers – Earnings Growth vs Valuation Multiples Equity Factors – The Biggest Companies Are Outperforming in 2024 Inflation Update – What is the Federal Reserve Looking For? Interest...

Budgeting is the cornerstone of financial stability, enabling you to manage your money effectively, prioritize expenses, and work towards achieving your financial goals. By distinguishing between essential and discretionary spending, tracking expenses diligently, and adhering to established budgeting techniques, you can gain control over your finances and pave the way for a secure financial future...

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 1Q 2024 Recap & 2Q 2024 Outlook. Some topics of discussion include: -Historical Market Events -Market Returns – S&P 500 Index Sets Multiple New Highs in Q1 2024 -S&P 500 Bull & Bear Markets -The Odds of Cash Underperforming Are High -Credit Markets – Investors Now Expect Fewer Rate Cuts This Y...

Join Alex Burns CFP® as he talks to Synergy advisor Norton Stern about this 55 years working in the financial industry. Some highlights include: Why a financial plan is important Norton's experience over his career Estate Planning and what you should be doing Business succession planning and taking care of your clients Hightower Advisors, LLC is an SEC registered investment adviser. Securities are...

As professional working women, Jordann Andrusiak and Lindsay Mills share their experience of navigating motherhood and the changes, challenges, and considerations they made to their lives. Also in this podcast, Lindsay Mills tells her inspirational story of navigating the critical financial events she has experienced from motherhood to single motherhood and losing a parent. Key topics include: • T...