August 2024 Update

July started out strong in the markets, then tapered off to settle below June's high. We hope to see a strong bull phase that can last for many months for us to take profits from! Stephen shares his market comments, our returns, and more!...

Read more

July 2024 Update

Read more

June 2024 Update

June has kept us extra busy this month, but we still want to share our May Market recap! Stephen shares his thought on last month's performance, why you might want to speak with your cell phone provider, and the pros and cons of joint ownership....

Read more

May 2024 Update

This month, we go over April's market conditions - the market is still in a bull condition... Ashley's Millennial Minute takes a more fun turn for the summer... And, of course, we share our Portfolio Performance numbers......

Read more

April 2024 Update

This month we share a great article by Lance Roberts - he shares why buy and hold strategies aren't what they're advertised to be, and why Real Total Returns is so important. We have our portfolio returns, market comments, millennial minute and more!...

Read more

March 2024 Update

February closed near its high, allowing the bulls to break out above the all time high. The market continues to defy cyclical expectations! Stephen shares his technical comments, Ashley shares her Millennial Minute, and we share our performance....

Read more

February 2024 Update

The pull back we were looking for at the end of the year occurred in the first week of January. February has traded above the January high. The bulls hope that the market will reach the all-time high and break out above......

Read more

January 2024 Update

It's a new year and we have some lovely returns to share! Stephen shares his monthly technical comments and the trades we made in December - and Ashley writes about how the power of de-influencing can benefit our bank accounts!...

Read more

December 2023 Newsletter

Merry Christmas from our team to you and your family! We share a great article regarding the Fed's rate hike pause and what it can mean for the future. Stephen shares his technical comments and Ashley is back with another budgeting Millennial Minute....

Read more

November 2023 Newsletter

This month we share some insights rates and how they affect different aspects of our finances in even more different ways. Ashley provides a fun article on behalf of her Millennial Minute, and Stephen gives his Technical Comments on the market....

Read more