Newsletters

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!...

June has kept us extra busy this month, but we still want to share our May Market recap! Stephen shares his thought on last month's performance, why you might want to speak with your cell phone provider, and the pros and cons of joint ownership....

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......

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!...