Blog: Cutting Through the Noise
Postings
The Power of Checklists
Excerpt from Neil Jensen's blog on July 6, 2008
I've long had an interest in formal business rules specifications and systems for managing enterprise business rules. Despite seeing the value in managing business rules explicitly, I've never been able to see how relatively small organizations like Steadyhand would have the ...Read More
Steadyhand Wins Coveted Lippy Awards
Excerpt from Neil Jensen's blog on April 16, 2008
Vancouver, April 16, 2008 - Steadyhand Investment Funds is proud to announce that they are the recipient of two Lippy Awards. The prestigious awards are presented for excellence in the fields of mutual fund performance and marketing. The firm is particularly ...Read More
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
Tom on The Wealthy Boomer
Excerpt from Neil Jensen's blog on February 18, 2008
Jonathan Chevreau of the Financial Post interviews Tom about Steadyhand (part 1) and five myths of investing (part 2). See the videos here . ...Read More
Experimenting with Tom's ebook
Excerpt from Neil Jensen's blog on January 14, 2008
I've been following the rise in self-publishing and book publishing on demand (POD). One of the leaders in the field is lulu.com , who allow you to publish hardcopy books in quantities as little as one. Just for fun, we selected ...Read More
The Details of Distributions
Excerpt from Neil Jensen's blog on January 2, 2008
The funds paid out management fee rebate distributions and year-end distributions on Dec 27th and 31st respectively, so distributions have been on my mind lately. As we went through the distribution process, I made a number of notes. A lot ...Read More
Book Review: The Four Pillars of Investing
Excerpt from Neil Jensen's blog on December 28, 2007
I've finally gotten around to reading William Bernstein's popular 'The Four Pillars of Investing', first published in 2002 by McGraw-Hill. As the title suggests, Bernstein approaches understanding investing via four broad themes: Theory - emphasizes that investment returns are primarily a ...Read More
An introduction to Blogs and RSS
Excerpt from Neil Jensen's blog on December 17, 2007
Many of our readers are not familiar with blogs and RSS. This short video provides an introduction to these technologies. Using an RSS reader can be a more efficient way to read our blog. ...Read More
Book Review: Active Value Investing
Excerpt from Neil Jensen's blog on November 25, 2007
Canadian Capitalist first brought Vitaliy Katsenelson's Active Value Investing to my attention in this posting . Katsenelson believes that we are in a range-bound market, defined as a market that goes up and down, but ultimately ends up back where ...Read More
Steadyhand on Facebook
Excerpt from Neil Jensen's blog on November 14, 2007
We've just created a Steadyhand page on Facebook, available here (you'll have to sign up for a free Facebook membership if you don't already have one). Frankly at this stage it is an experiment, but we're inspired in part by ...Read More
Statement Summary Page
Excerpt from Neil Jensen's blog on July 12, 2007
We're proud of our first version of client statements, in particular the portfolio summary page at the beginning of every statement. The first attached image is for a fictitious client, Jim Smith, who has three accounts: an Investment account, RSP ...Read More
Statement Performance Calculations
Excerpt from Neil Jensen's blog on July 12, 2007
Our statements provide investors with performance numbers at both the individual account level and a consolidated portfolio level. In this post, I'll discuss how performance is calculated and displayed at each level. The attached image illustrates how we show consolidated performance ...Read More
