Newsletters

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!...

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....

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......

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!...

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....

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....

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....

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!...

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??...

This month we cover a handy tip regarding CPP in addition to our technical market comments, portfolio returns as well as our articles regarding budgeting during inflation and protecting your wealth....