Your Financial Plan-It

How will the markets prevail through the fallout from the 2020 presidential election? In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from a market perspective. In this episode, you will learn: How the noise and lawsu...

Collaboration and teamwork are what sets Synergy Capital Solutions apart.    In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience. In this episode, you will learn: How Mark and Norton brought their businesses together to cre...

Is it time to make a change in your professional or business life?  David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your business In this episode, you will learn: The types of businesses that Synergy Capital Solutions works with What questio...

When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind.  In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial p...

A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life. In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story. In th...

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 im...

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 fo...

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...

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...

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 f...

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...

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...

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 sce...

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 an...

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 in...

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 will learn: About Synergy’s mandate when help...

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 time. Hightower Advisors, LLC is an SEC registered investment advise...

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 learn: How historical events have helped Synergy Capital So...