Blog

Cutting Through the Noise


October 21, 2024

By Tom Bradley

The two questions every investor needs to ask, every day

Investors face a firehose of information every day. But what should you pay attention to and what’s just clatter? Tom Bradley highlights two questions to ask yourself to help cut through the noise.

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October 17, 2024

By Tom Bradley

Peace of mind, decent returns and fabulous service: A client's story

An email from a client describes exactly how we hoped Steadyhand would fit into our clients’ lives.

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October 15, 2024

By David Toyne

Do U.S. elections impact your investment returns?

With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.

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October 10, 2024

By Scott Ronalds

Bonds on the rise: Understanding the recent surge

It might surprise you to hear that bonds are up 13% over the past year (ending September 30). Even better, our Income Fund is up nearly 15%. To understand this welcome turnaround, a little recent history is helpful.

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October 8, 2024

By Tom Bradley

Bradley's Brief — Q3 2024

Tom Bradley's quarterly letter to clients.

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October 7, 2024

By Tom Bradley

How to prepare for a bear market when everything's looking great

The markets have been on a great run, and it's important to enjoy the sunshine. But perversely, it's also the best time to prepare for rain. To help, here are a few things to expect when the next storm hits.

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October 3, 2024

By Scott Ronalds

Putting our money where our mouth is: Co-investment update 2024

At Steadyhand, we believe in investing alongside our clients — what we like to call “eating our own cooking.” Here's what it means in real money.

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October 1, 2024

By Scott Ronalds

How long will my money last?

It’s a question we get often, ‘How long will my money last in retirement?’ Check out our simple calculator — aptly named Will the Money Last? — to estimate the longevity of your portfolio.

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September 26, 2024

By Scott Ronalds

Join us for an exclusive lunchtime discussion with our Equity Fund manager, Nessim Mansoor, in Toronto

Join us on November 13 for a conversion with our Equity Fund manager on a range of timely topics.

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September 23, 2024

By Tom Bradley

The loneliness of the long-term investor

Investing is a marathon, not a sprint. It’s a hackneyed phrase but couldn’t be more true. Fortunately, there are a few things you can do to build up your endurance. Here are three.

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September 16, 2024

By David Toyne

Executors: Everything you need to know

In our latest Coffee Break, we explore the crucial roles and responsibilities of an executor with estate lawyer Margaret O’Sullivan.

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September 11, 2024

By Scott Ronalds

The power of your referrals

Four out of five clients come to us through word of mouth. We greatly appreciate these introductions, and to make referring us easier, we’ve added a new feature on our website. And for every new client you refer, we’ll plant 10 trees in partnership with Tree Canada.

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September 9, 2024

By Tom Bradley

Six macroeconomic trends that will be important for investors

Tom Bradley took advantage of some dock time this summer to think about bigger things, like new and changing trends that will eventually affect economies and markets. Here are six to keep an eye on.

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September 3, 2024

By Salman Ahmed

How to choose a good financial advisor

In Part II of our discussion with personal finance expert Preet Banerjee, we dig into the question of how to choose a good financial advisor.

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August 29, 2024

By Tom Bradley

Surefire ways to lose money in the markets

Money manager and writer Ben Carlson highlights 15 surefire ways to make poor investment decisions.

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August 26, 2024

By Tom Bradley

Why are there more buy recommendations than ones to sell? And other lessons in asymmetry

In investing, asymmetry is all around us. Tom Bradley offers some tips on how you can make sure your portfolio is on the right side of it.

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August 19, 2024

By Salman Ahmed

Preet Banerjee's top 5 tips for building wealth

Renowned personal finance expert Preet Banerjee joins us in this Coffee Break to share his advice on how to set yourself up for long-term financial success.

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August 15, 2024

By Tom Bradley

Fee reporting: Dragged down by the industry neanderthals

Most Canadian investment firms have terrible fee reporting practices. It's prompted the industry regulator, CIRO (Canadian Investment Regulatory Organization), to implement changes. And a rant from us.

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August 12, 2024

By Tom Bradley

Why investing isn’t like the Olympics

In investing, unlike the Olympics, you don’t have to be the best in the world to bring home the gold. Tom Bradley explains in his Globe and Mail column.

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August 6, 2024

By Scott Ronalds

CPP Timing Tips

We speak with independent financial planner Jason Evans about some of the intricacies of the Canada Pension Plan, including the best time to start taking benefits.

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July 29, 2024

By Tom Bradley

A word of caution on the private investments hype

The sentiment toward private investments is running hot. But there are trade-offs that all the enthusiasm usually obscures. Here are some things to consider before wading into the private asset market.

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July 25, 2024

By Scott Ronalds

Moves like Jagger: A few thoughts on retirement investing

It's hard to believe that Mick Jagger and Keith Richards are octogenarians. They blew the roof off BC Place earlier this month, proving that age is just a number — and the old thinking on retirement is, well, old. Same goes for investing during this phase of life.

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July 22, 2024

By Salman Ahmed

2024 Mid-Year Review

The first six months of the year was a strong period for stocks. That said, returns continue to be driven by a narrow group of equities, the 'Magnificent 7'. We provide additional context on the current environment and offer advice for investors in our mid-year review video.

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July 15, 2024

By Tom Bradley

Telling experts from imitators

How to tell if you're dealing with a salesperson or an investment professional.

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July 9, 2024

By Tom Bradley

Bradley's Brief — Q2 2024

Tom Bradley's quarterly letter to clients.

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