Blog

Cutting Through the Noise


March 20, 2015

By Scott Ronalds

Open House - Saturday, March 28

We're hosting an Open House on Saturday, March 28th. Drop by for an overview of what we're all about.

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March 18, 2015

By Tom Bradley

The Fed Frenzy

The media frenzy around when the Federal Reserve is going to start raising interest rates is taking Fed follies to a whole new level.

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March 17, 2015

By Scott Ronalds

Steadyhand vs ETFs: A Follow-up

Our recent piece on Steadyhand vs. ETFs has prompted some interesting questions and comments from investors that make for good discussion.

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March 13, 2015

By Scott Ronalds

Rebalancing in Action

If you haven't rebalanced your portfolio in a while, it's probably time. We walk through an example.

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March 11, 2015

By Tom Bradley

Understanding the Impact of Debt

Whether considering paying down the mortgage, investing in the market or buying an income property, it's crucial to never be complacent about debt.

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March 5, 2015

By Tom Bradley

Trailer Fees - The Last Nail in the Coffin?

The fund industry isn't playing ball with the Canadian Securities Administrators (CSA), which raises the question, "Is this the final nail in the coffin for trailers?"

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March 3, 2015

By Tom Bradley

Bombardier: Don't Bite the Hand

Why Bomber's management team should be more attentive to the hand that feeds it.

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February 27, 2015

By Scott Ronalds

Steadyhand vs. ETFs

Comparing the experience of an ETF investor to that of a Steadyhand client.

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February 26, 2015

By Tom Bradley

Turn the Clock Ahead and Get Serious About Your Retirement Plan

The earlier you get engaged in your retirement plan, the better.

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February 25, 2015

By Tom Bradley

The Virtuous Circle ... Unwinding?

A look at why we're intently watching to see what happens with the Alberta housing market.

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February 23, 2015

By Scott Ronalds

Presentation Summary: Where to From Here?

A summary of our recent annual client presentations.

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February 20, 2015

By Scott Ronalds

Evening Open House

We're hosting an Open House on Thursday, February 26th. Drop by for an overview of what we're all about.

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February 18, 2015

By Tom Bradley

Six Valuable Lessons From Oil's Collapse

A good crisis should never be wasted.

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February 17, 2015

By Tom Bradley

Inhuman Volatility

The volatility we've seen in the markets so far this year has been remarkable. Valuation driven managers are eating it up.

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February 16, 2015

By Tom Bradley

The Bottomless Pit

A look at the relationship between tech companies and advertising revenues.

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February 11, 2015

By Scott Ronalds

Bruce: Annual RRSP Contribution

Bruce checks in to review his portfolio and make his annual RRSP contribution.

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February 9, 2015

By Tom Bradley

Warning From the Top: Structured Notes

The U.S. Securities and Exchange Commission weighs in on structured products.

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February 5, 2015

By Scott Ronalds

How is Steadyhand Doing?

A thorough assessment of our funds' performance.

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February 4, 2015

By Scott Ronalds

The Right and Wrong of RRSP Investing

Tom talks about the do's and don'ts of RRSP investing on BNN.

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January 30, 2015

By Tom Bradley

Meet Salman

Meet the newest member of our team, Salman Ahmed.

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January 29, 2015

By Scott Ronalds

The Benefits of Diversification - 2014

A colourful look at the benefits of diversification.

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January 27, 2015

By Tom Bradley

The Impact of a Strong Greenback

The strong U.S. dollar is going to be a prominent feature of this quarter’s reporting season. We look at the impact through a Canadian lens.

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January 26, 2015

By Tom Bradley

Does 'Up' Volatility Count?

Is a fund that was up 28% in a year really a low volatility fund?

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January 22, 2015

By Scott Ronalds

Video: Income Fund Update

An update on the fund's performance, composition, and some of the strategies the manager is pursuing.

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January 21, 2015

By Tom Bradley

Definitely Not Now

Clearly, Monday's letter should have been couriered to Bank Governor Poloz.

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