Blog: Cutting Through the Noise

My TFSA Strategy

Excerpt from Scott Ronalds's blog on February 14, 2011

As for my strategy, I’ve sold some of my non-registered investments and invested the proceeds in my Steadyhand TFSA. I triggered a small capital gain in the process, but the future tax-free growth will more than offset the small tax liability. All of my TFSA...

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Small, Quirky and a Personality all its Own

Excerpt from Scott Ronalds's blog on February 9, 2011

Morningstar’s David O’Leary recently wrote a research report on our Small-Cap Fund. The piece, titled There’s a Lot of Potential in this Obscure Fund, is available on Morningstar’s website for subscribers to their premium service. Morningstar also...

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U.S. Housing Market Still a Mess, But...

Excerpt from Scott Ronalds's blog on February 7, 2011

The manager of our fixed income funds (Connor, Clark & Lunn) prepares a Financial Markets Forecast every year that addresses the outlook for the economy, inflation, monetary policy, market valuations and extreme technical conditions in order to set...

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Transparency in the Investment Industry

Excerpt from Scott Ronalds's blog on February 1, 2011

Tom Bradley was recently a guest on the Women’s Financial Learning Centre’s “Let’s Talk Money Podcast” with Karin Mizgala, a co-founder of WFLC. The topic of the show was transparency in the investment industry (or lack thereof). Tom and Karin...

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How is Your Portfolio Doing?

Excerpt from Scott Ronalds's blog on January 20, 2011

Assessing your portfolio’s performance is a key element of being a successful investor. Yet, it’s also one of the ‘muddiest’ and more overlooked areas of investing. That’s because a proper performance assessment takes time and is hard to do. Also, the...

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Podcast: 2010 in Review

Excerpt from Scott Ronalds's blog on January 17, 2011

2010 was a good year for both stocks and bonds. Resource-focused and small-cap stocks saw sharp gains, and both the Canadian and U.S. markets turned in double-digit returns. European stocks struggled in comparison, however, due to the well-publicized headwinds in the region (i.e., debt problems)...

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Top Ten Reasons to be Optimistic About the Market in 2011

Excerpt from Scott Ronalds's blog on January 4, 2011

We asked our managers and select employees why they’re optimistic about the stock market in 2011. Let’s just say they had some unique perspectives. Click the link to watch the video...

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Income Fund - Post-distribution

Excerpt from Scott Ronalds's blog on December 17, 2010

Our funds paid out their distributions to unitholders yesterday. As a reminder, distributions represent the mechanism whereby the funds transfer to unitholders any interest and dividend income and realized capital gains they accrued over the year...

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Steadyhand Holiday Letter

Excerpt from Scott Ronalds's blog on December 15, 2010

Although 2010 is coming to an end, we’re left with a lot to remember (and forget), including the Vancouver Olympics, the European debt problems, the vuvuzela, the iPad, the HST controversy in B.C., and the gloomy economic forecasts. While it was an eventful year in business, politics and sports, it was another busy and productive year in the shop as well. In this year's Holiday Letter, we reflect...

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Year-end Distributions

Excerpt from Scott Ronalds's blog on November 29, 2010

The year-end distributions for all our funds (with the exception of the Savings Fund) will be declared on December 15th and paid on December 16th. The Savings Fund will pay its regularly-scheduled monthly distribution on December 31st. As a reminder...

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Media Monday

Excerpt from Scott Ronalds's blog on November 20, 2010

Tom will be on Business News Network (BNN) on Monday morning (November 22) at 9:15 AM eastern time (6:15 AM PST). Later in the day, he'll be sitting in with Amanda Lang and Kevin O'Leary on The Lang & O'Leary Exchange, which airs at 7:00 PM...

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Colour Me Bad

Excerpt from Scott Ronalds's blog on November 3, 2010

Account statements from most Canadian mutual fund companies are so bad that splashing a little colour on the document can propel you to the top of the list. Never mind features that clients are really interested in like performance and fees, just add a little...

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