Newsletters

Another month has gone by, and the global bull market continues to climb on and on - but what's keeping it in this trend? Our commentary touches on the expensive market, what could change with change of leadership, and more in this month's article!...

LNG in BC has produced its first export for liquefied natural gas and should help ease our dependence on US markets. Tariffs continue to be a threat, but we won't see the impact for a few more months. We share insight into tax planning and more!...

The year continues to get stranger and stranger with Trump's tariff threats and pauses, the Big Beautiful Bill and the continuous spending. Debt loads are being met and bond holders ask for higher interest rates - yet the market continues to climb....

Investment moves are being made globally as faith in the US Market wavers. We've done trades to stay defensive during this volatile time, outlined in our blog. Ashley also asks: Do you suffer from money dysmorphia? And check our YTD Performance!...

April has already been a very unexpected month, but we need to look back on March and see how we got here. Stephen shares his thoughts on Trump and how he's upset investor confidence in the US market. And as always, we share our portfolio returns....

This month we dive deeper into Trump's tariffs and how they may affect the markets and the way we will invest. While we can't control what Trump's gov't will do and how our gov't will react, we can control how WE react. .....

Enjoy a recap of January's market performance, as well as some insights into the tariff war that Trump seems determined to start. Stephen shares his technical comments, the 2025 wealth facts and figures, and our Millennial Minute....

Happy New Year! We kick off 2025 with a look at our 2024 returns and a recap of December's market conditions. Stephen shares a Lance Roberts article about 2025 predictions and Ashley's Millennial Minute gives a positive spin on new year goals....

November ended strong in the markets, and our returns show it! Stephen shares his technical comments on the market this month and shares some tax saving tips!...

This month we touch on the US election results and what that could mean for the next 4 years on the economy - how could it impact us? We recap October's market, our trades, and share our performance in the portfolios....