Newsletters

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!...

May's post covers our Technical Comments about market conditions, as well as planning for the "Great Wealth Transfer" between parents and children. Our Millennial Minute also touches on the advancement of AI and how it can benefit your finances....