Blog: Cutting Through the Noise
Postings
Our T3 Mess
Excerpt from Neil Jensen's blog on March 31, 2008
One of our promises to our clients is that we will reduce or eliminate paper mailings. Unfortunately we have to deliver tax documents (contribution receipts and T3's) to our clients via paper. The problem is that each of our mutual funds ...Read More
TD Bank - Just too Cheap!
Excerpt from Tom Bradley's blog on March 28, 2008
I was in Toronto this week and met with the crew at CGOV to talk about the Equity Fund. We covered lots of ground, which we’ll report on in our Quarterly Report that will be published on or around April ...Read More
In Turbulent Times, the Wise Investor Should Ignore Fears and Get a Little Greedy
Excerpt from Tom Bradley's blog on March 24, 2008
The Globe and Mail, Report on Business Published March 22, 2008 Between now and the time I publish my next column, you should receive a quarterly statement from your investment adviser or manager. Get prepared. Your net worth will have ...Read More
In Need of a Steady Hand
Excerpt from Tom Bradley's blog on March 17, 2008
The news just keeps getting worse. Today it’s the announcement that one of Wall Street’s revered investment dealers, Bear Stearns, is being bailed out and shareholders are going to lose almost everything. Despite the fact that Bear was a poster ...Read More
Get in the Pool!
Excerpt from Scott Ronalds's blog on March 16, 2008
A pool in the spring could only mean one thing – March Madness. For basketball junkies there’s no better time of year. Sixty-four college teams vying for supremacy. The upsets, the Cinderella stories, the raw emotion. Who could ask for ...Read More
Pushing Back on PPNs
Excerpt from Tom Bradley's blog on March 14, 2008
I received an email from an investor today relating to my column in the Globe last week . With her permission, I’ve posted our correspondence below. Mr Bradley, Our investment advisor is trying to sell us PPN's which we are ...Read More
Transparency at its Best
Excerpt from Scott Ronalds's blog on March 13, 2008
There’s an interesting firm out of London by the name of Bedlam Asset Management. I read their literature every now and then and although we often don’t share the same views, I’m always impressed by their transparency. There’s no beating ...Read More
At its Heart, Investing is About Risk, and Stacking the Odds in Your Favour
Excerpt from Tom Bradley's blog on March 10, 2008
The Globe and Mail, Report on Business Published March 8, 2008 During the RRSP season we were barraged with ads from the banks and insurance companies. In light of the recent market turbulence, the emphasis has been on their ‘risk ...Read More
What were they Thinking?
Excerpt from Scott Ronalds's blog on March 7, 2008
In his Streetwise blog yesterday, Globe and Mail journalist Andrew Willis highlighted an $8 million fine that the U.S. Securities and Exchange Commission (SEC) recently imposed on Fidelity Investments. The penalty was imposed to settle charges that Fidelity’s in-house traders ...Read More
Video Blog: Tom's Beef with PPNs
Excerpt from Scott Ronalds's blog on March 6, 2008
In our first video blog, Tom discusses why investors should steer clear of principal-protected products. He notes that professional investors would never touch these products because the odds are clearly stacked against them. Watch the video to learn more.Read More
Potentially Rich Facebookers
Excerpt from Chris Stephenson's blog on March 5, 2008
Inspired by Scott's blog Tax-Free Savings Accounts - the RRSP for the Facebook Generation? , I wanted to see what a 19 year old could accomplish with some discipline. Quite a lot, I found. For instance, a 19 year old ...Read More
Put the Investment Guys Back in Charge
Excerpt from Tom Bradley's blog on February 28, 2008
In the investment business, Royal Bank and PH&N stole all the headlines last week (including on our blog), but there was another piece of news that relates closely to what we’re doing at Steadyhand. It was the announcement of a ...Read More
