Audio Version Are you feeling anxious about your retirement savings? You certainly aren’t alone. As the old saying goes, “People don’t plan to fail, they simply fail to plan.” When getting ready for retirement, losing sight of your target—or never having one to begin with—is an incredibly easy trap to
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 need a
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
Have you considered putting aside extra funds for the teenage years? If you have not thought about this, then you may want to if you have a child that is quickly headed towards the adolescent years. This can be a turbulent time, not just with the emotion and drama
Audio Version Are you feeling anxious about your retirement savings? You certainly aren’t alone. As the old saying goes, “People don’t plan to fail, they simply fail to plan.” When getting ready for retirement, losing sight of your target—or never having one to begin with—is an incredibly easy trap to
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 need a
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
Have you considered putting aside extra funds for the teenage years? If you have not thought about this, then you may want to if you have a child that is quickly headed towards the adolescent years. This can be a turbulent time, not just with the emotion and drama