Audio Version When we think of wealthy people, it is easy to picture massive inheritances, incredibly lucky stock picks, or lottery winnings. However, the reality is usually much less glamorous. For most self-made individuals, financial success is not an accident; it is the result of consistent, intentional habits. You don’t
Audio Version Have you ever thought about setting aside a little extra cash specifically for your child’s teenage years? If you’ve got a child rapidly approaching middle school, you might want to start planning. Let’s be real: adolescence is famously a rollercoaster time. It’s not just the sudden surge of
VACATION NOTICE: Please be advised that Wayne & Sheila Hissa will be out of the office (and inaccessible by email) beginning May 13 for 10 days. While we’re gone, Jonny Somers-Harris will be in the office (Monday – Friday) from 9:00 am – 5:00 pm (except for existing meetings). Evening
HISTORY – NOT – HEADLINES It’s easy to get “caught up” in the noise of the headlines. However, we must also look at the history and the track record of our Fund Managers and their proven performance. These Professionals are reviewing funds and managing the opportunities market volatility often creates.
Got 10 minutes? Two weeks ago, we sent out an EMAIL BLAST to our clients. We’ve been following up by phone (10 minutes max) so perhaps you’ve already spoken or heard a message from either Wayne or Jonny. Things to Remember GIVE US A CALL…705-739-8802 OR 1-888-791-4445 We are now
Feb 2025 – To Tariff or Not to Tariff If there’s one good thing about tariffs, it gets economists and ALL people talking. Can tariffs prevent offshoring? Can they foster critical industries and bolster national security? Do they create jobs? Destroy jobs? Both? The debates will never end. We all
Audio Version When we think of wealthy people, it is easy to picture massive inheritances, incredibly lucky stock picks, or lottery winnings. However, the reality is usually much less glamorous. For most self-made individuals, financial success is not an accident; it is the result of consistent, intentional habits. You don’t
Audio Version Have you ever thought about setting aside a little extra cash specifically for your child’s teenage years? If you’ve got a child rapidly approaching middle school, you might want to start planning. Let’s be real: adolescence is famously a rollercoaster time. It’s not just the sudden surge of
VACATION NOTICE: Please be advised that Wayne & Sheila Hissa will be out of the office (and inaccessible by email) beginning May 13 for 10 days. While we’re gone, Jonny Somers-Harris will be in the office (Monday – Friday) from 9:00 am – 5:00 pm (except for existing meetings). Evening
HISTORY – NOT – HEADLINES It’s easy to get “caught up” in the noise of the headlines. However, we must also look at the history and the track record of our Fund Managers and their proven performance. These Professionals are reviewing funds and managing the opportunities market volatility often creates.
Got 10 minutes? Two weeks ago, we sent out an EMAIL BLAST to our clients. We’ve been following up by phone (10 minutes max) so perhaps you’ve already spoken or heard a message from either Wayne or Jonny. Things to Remember GIVE US A CALL…705-739-8802 OR 1-888-791-4445 We are now
Feb 2025 – To Tariff or Not to Tariff If there’s one good thing about tariffs, it gets economists and ALL people talking. Can tariffs prevent offshoring? Can they foster critical industries and bolster national security? Do they create jobs? Destroy jobs? Both? The debates will never end. We all