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......

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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!...

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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....

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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......

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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!...

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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....

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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....

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October 2023 Newsletter

October is here and with it, another monthly recap. We cover last month's market performance and our portfolio performance. We have some interesting charts to share and information on the new First Home Savings Account....

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September 2023 Newsletter

This month we discuss how our brains make us bad investors, and how inflation can be a great time to re-evaluate your debt vs savings plan. We share our comments from August's market trend, and of course, we share our performance numbers. Enjoy!...

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July 2023 Newsletter

This month we dive deeper into how financial planning can benefit our clients and create a holistic view of your wealth! We give our views on the market conditions and share our performance YTD - And does your financial plan need a tune up??...

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