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David Vallieres
Your Financial Plan-ItEpisodes
David Vallieres
Your Financial Plan-It
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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
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,
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 g
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
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 secur
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 ter
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
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
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 s
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 dis
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 th
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 commit
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 Vallie
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 offi
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 info
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 epis
More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances. In this episode, David Vallieres is joined by Jeff Allen, director of planning solu
In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable. In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National As
If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you! In this episode, David Vallieres and Eric Nahat provide key performance statistics for the ma
At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion. As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profes
While preparing for retirement, it’s important to involve your heirs in the financial planning process. In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share t
With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward? In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity marke
A lot of women often rely heavily on their spouse to take care of the finances. Remember, doing so can significantly affect you at a later stage in your life. In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak a
Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women. In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, D
Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women. In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gerg
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