Newsletters

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....

This month we discuss a little about the US elections and whether they affect market performance. Both Stephen and Ashley touch on how to pass on your wealth in different situations, and we share our YTD Portfolio Performance....

The summer is behind us, and we turn our attention to the fall - a season of back to school! We want to remind our clients about our investment approach: how and why we do it. Stephen shares his technical comments and our YTD portfolio returns....

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!...