Newsletters

Curious why markets are thriving despite global uncertainty? This insightful update explores the resilience behind strong returns, the rise of AI-driven growth, and why staying invested—with a steady, disciplined approach—matters more than ever....

Markets held up surprisingly well in April despite geopolitical tensions and rising inflation. We cover the continued upward trend, as well as our cautionary trades and our Portfolio Returns for April....

The new cycles continue to alarm us, and the markets continue to baffle us, but we'll break down a few things in the month's post! We touch lightly on how the war in Iran has affected the market, along with our performance numbers and market summary....

Our monthly recap of the market is ready, and we share an article regarding the war in Iran and the implications it could have in certain market sectors. We share our performance numbers, tax tips for investors and new scams to watch out for!...

After an extended period of relative calm, volatility has reasserted itself into capital markets. This month we offer a little investor education on risk vs reward, and with RSP season nearing the end, we offer a little more contribution advice....

We look both back and forward with a recap of 2025 and an outlook on what we might expect to see in the markets this year. Grab a cup of tea and settle in! We also share our 2025 Portfolio Performance!...

It's beginning to look a lot like... lovely portfolio performance everywhere we go! This month we share an outlook on 2026, our thoughts on November's market and our performance numbers!...

This month's update has a lot to offer! We share the 2025 Federal Budget Review, a great article explaining the continuing growth in the market, and a deep dive study into why our money simply doesn't stretch as far is it used to. ...

Things keep going up, up, up and this month we share some insight on a k-shaped market, valuations, the Fed's effect on our investments and why we still believe in stocks. Read on to see our YTD Performance numbers, and more!...

This month we talk about what we watch on the news versus what's happening in reality. Sometimes, it's just better to turn off the TV. We also share how to 'stress test' your estate plan, share our portfolio returns, and more!...