Special Market Update 9 - Constructing a Well-Versed Financial Plan

Your Financial Plan-It
05/06/2020 17 min Temporada 1 Episodio 9
Special Market Update 9 - Constructing a Well-Versed Financial Plan

Listen "Special Market Update 9 - Constructing a Well-Versed Financial Plan"

Descargar episodio Ver en sitio original

Episode Synopsis

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.

More episodes of the podcast Your Financial Plan-It

4Q 2025 Recap & 1Q 2026 Outlook 09/01/2026
Navigating a Career as a Physician | Career Change into the Financial Industry 05/12/2025
3Q 2025 Recap & 4Q 2025 Outlook | Key Updates on the Economy & Markets 08/10/2025
Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy 01/09/2025
Planning for Life’s Events | Household Changes, Career Development and Aging Parents 31/07/2025
2Q 2025 Recap & 3Q 2025 Outlook 03/07/2025
Merging Your Finances Together | Navigating Financial Expectations as a Couple 28/05/2025
The Build Stage of Life | Beginning Your Journey to Financial Freedom 29/04/2025
1Q 2025 Recap & 2Q 2025 Outlook | Key Updates on the Economy & Markets 03/04/2025
The Importance of Women Leading Their Financial Journey | Women in Financial Planning 06/03/2025
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA