Blog

Cutting Through the Noise


September 19, 2023

By Scott Ronalds

Note from an octogenarian: What can you do for me?

A self-directed investor in his mid 80's doesn't want to leave his wife in a bind if something happens to him. So he's seeking a firm he can trust to take over his portfolio. Here's how, and why, we'd love to help.

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September 14, 2023

By Scott Ronalds

Q: How much exposure do I have to China?

China is in the hot seat and confidence in its stock market is eroding. It has some clients asking what investments we own in the country. We break down our exposure and approach to investing in the region.

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September 11, 2023

By Scott Ronalds

The Guaranteed Income Supplement (GIS)

The Canadian Guaranteed Income Supplement (GIS) can provide over $12,000 per year of tax-free retirement income. We walk through how the government program works.

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September 7, 2023

By Scott Ronalds

Nvidia: Why we don't own the stock

Nvidia is a great business and has quickly grown to become the fifth most valuable company in the world. But there are many risks to consider with the stock. We elaborate on why we don't own it.

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September 5, 2023

By Tom Bradley

Nvidia: A fund manager's dilemma

The world's hottest stock, Nvidia, poses a dilemma for fund managers — both those who own it and those who don't. We explain.

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August 24, 2023

By Scott Ronalds

Why your Steadyhand portfolio is focused on sleep-at-night companies

With parts of the market once again seeing dramatic moves, steady companies are increasingly the focus of our funds. Here are a few examples.

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August 21, 2023

By Tom Bradley

7 reasons why investing is different from everything else in your life

A look at what makes investing different from every other aspect of your life, and how you can embrace its peculiarities to your advantage.

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August 8, 2023

By Tom Bradley

Case of the missing recession and other misunderstood investing trends

Observations about trends being overlooked, misunderstood, or in transition.

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July 31, 2023

By Scott Ronalds

Financial tips for empty nesters

Are you a soon-to-be empty nester? Investor Specialist Jeff Stashuk shares some of the most talked about emotions and offers some financial tips to consider during this major life event.

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July 24, 2023

By Tom Bradley

Falling for the forecasting fallacy will cost investors in the long run

Speculating about something can be entertaining. Debating how the Jays will do, or the number of goals Connor McDavid will score, is fun and totally harmless. Everyone knows there’s no way of determining what will happen. Any outcome is possible. The investment industry’s preoccupation with predicting the stock market is another matter. The people making the forecasts actually believe what they’re saying. Their seemingly well-reasoned projections also have entertainment value but, unfortunately, lead to poor investment decisions.

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July 20, 2023

By Tom Bradley

Advisers are trained to look for inefficiencies, but miss the most important one of all: investor behaviour

A lightly edited version of a speech that Tom Bradley gave at a Portfolio Management Association of Canada dinner for the 2023 PMAC Awards for Excellence in Investment Journalism on June 21.

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July 17, 2023

By Salman Ahmed

Mid-Year Recap - 2023 (Video)

Investors might be surprised to learn that their portfolios have likely grown during the first half of 2023 despite the negative news dominating headlines. We provide some highlights on how the Founders and Builders Fund have performed, our returns outlook and how we're positioned.

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July 11, 2023

By Tom Bradley

Determining your portfolio's strategic asset mix can be an invaluable starting point

Why you should stay glued to your target asset mix unless there are good reasons to do otherwise.

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July 10, 2023

By Tom Bradley

Bradley's Brief — Q2 2023

Tom Bradley's quarterly letter to clients.

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July 5, 2023

By Scott Ronalds

Meet Samantha Warszawski, our Newest Investor Specialist

Born and raised in Toronto, our newest Investor Specialist has a love for numbers, nature, news, fashion, coffee, and dogs. Meet Samantha Warszawski.

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June 26, 2023

By Tom Bradley

Why liquid versions of illiquid assets can pose problems for investors

Capturing a liquidity premium can make sense for your portfolio, but there's no free lunch with this type of risk — as holders of some real estate and mortgage funds today will attest.

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June 22, 2023

By Scott Ronalds

She moves in mysterious ways

The stock market moves in mysterious ways. Lately, just seven tech-related stocks have been propelling the U.S. index higher and opinions abound on whether this is healthy or not. We weigh in with our take on the current situation.

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June 19, 2023

By Salman Ahmed

A look at inflation over the past 60 years

A visual of how consumer prices have reacted to major financial events over the past 60 years.

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June 14, 2023

By Scott Ronalds

Introducing the Steadyhand Retirement Withdrawal Program

We're excited to launch a new program designed to help retirees draw a steady income from their portfolio — a paycheque, in essence — without having to worry about selling their investments at the wrong time (i.e., when markets are down).

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June 5, 2023

By Salman Ahmed

Secret costs: What commission-free trading platforms don't want you to know

When it comes to online stock trading, the phrase 'zero commission' has become a buzzword in recent years. We walk through how it works and bring to light the hidden costs you should be aware of.

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June 1, 2023

By Scott Ronalds

Transfer Fee Reimbursement Program

Steadyhand will reimburse all transfer fees (up to $150 plus tax) for existing clients who move an account(s) to us worth $5,000 or more from another financial institution between July 1 and August 31, 2023.

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May 30, 2023

By Scott Ronalds

Summer Reading

Summer is just around the corner. We've got your literature needs covered.

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May 29, 2023

By Tom Bradley

Don't trust anything you can’t prove and other lessons learned from an investing legend

It’s not often you get a chance to talk to someone who’s been involved in a profession for more than 70 years. But the Vancouver investment community has such a person — Michael Ryan. Behold some nuggets of wisdom from the veteran money manager.

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May 23, 2023

By Scott Ronalds

FHSA explained: New account type for Canadian first-time home buyers

All you need to know about the First Home Savings Account (FHSA), a new account type for prospective first-time home buyers.

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May 15, 2023

By Tom Bradley

Market changes in progress, gaining steam, and still to come

It’s a fascinating time to be analyzing businesses, the economy and the market. In his latest Financial Post article, Tom Bradley identifies a list of important trends that are going through profound change or just starting a transition.

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