Blog

Cutting Through the Noise


March 2, 2007

By Tom Bradley

29 Funds and Counting (Part II)

I couldn’t resist. Here’s another response to my Globe column the other week ( RRSP Nightmare: Too Many Funds in Your Basket ) on the couple that owned 29 mutual funds. Tony Evans wrote: Sitting here in Tokyo on a ...

Read More 0 Comments

February 27, 2007

By Tom Bradley

Structured Products – Proud to Shroud

I like to read Doug Steiner’s columns in the ROB Magazine. You never know what he’s going to write about. You do know, however, that he will have a strong view on whatever it is. In this month’s issue, Doug ...

Read More 0 Comments

February 26, 2007

By Tom Bradley

Appetite for Risk may Lead to a Bad Case of Cramps

The Globe and Mail, Report on Business Published February 23, 2007 I’ve always encouraged investing enthusiasts to read more than just the newspaper for ideas and education ( User’s Guide to the Business Media ). If you discover a professional ...

Read More 0 Comments

February 23, 2007

By Tom Bradley

This Merger is a Sirius Copout

What happened to the ‘winner take all’ attitude? Where’s the competitive spirit? Doesn’t an intense rivalry mean anything anymore? Is the corporate world turning into milk toast? What has sparked all these questions is the proposed merger between Sirius Satellite ...

Read More 0 Comments

February 21, 2007

By Tom Bradley

Assessing Performance – Don’t be Sloppy!

It’s that time in the market cycle when we’re all vulnerable to hearing how great someone else has done with their investments. Invariably, this kind of chatter leads back to comparisons with the mutual funds owned by the speaker or ...

Read More 0 Comments

February 16, 2007

By Tom Bradley

29 Funds and Counting

I’ve had some fun and interesting responses to my Globe column last Friday on the Canmore couple that owned 29 mutual funds ( RRSP Nightmare: Too Many Funds in Your Basket ). Adrian Mastracci of KCM Wealth Management in Vancouver ...

Read More 0 Comments

February 14, 2007

By Tom Bradley

Steadyhand – An Alternative to the Big Guys

Yesterday was a big day for the team at Steadyhand. We filed our final prospectus and turned on our website. While our funds won’t be available to investors until April 10th, these are still big milestones for us. Also yesterday ...

Read More 0 Comments

February 9, 2007

By Tom Bradley

RRSP Nightmare: Too Many Funds in Your Basket

The Globe and Mail, Report on Business Published February 9, 2007 We were driving to Whistler last weekend and out of the blue my wife Lori said “it's RSP season and you still haven't written that column”. It took me ...

Read More 0 Comments

February 7, 2007

By Tom Bradley

Who's This Money for Anyway?

This past weekend I came across an investment situation that I see quite often. It relates to the portfolios of super seniors (80 plus years). The situation is this: The senior has a regular income from a pension plan or ...

Read More 0 Comments

February 1, 2007

By Tom Bradley

Ivy League Lessons

The January 20th issue of The Economist had a good article on the investment success that American university endowments have had. The article points out that these endowments have done better than other types of investors (pension funds being the ...

Read More 0 Comments

January 26, 2007

By Tom Bradley

When a Manager Moves, Be Prepared

The Globe and Mail, Report on Business Published January 26, 2007 Do I follow my favourite manager to a new fund? There are probably a few investors out there who feel like they have a big "L" on their forehead. ...

Read More 0 Comments

January 22, 2007

By Tom Bradley

The ETF Diaries - Part 2

Jonathan Chevreau's column in today's Financial Post provides more data on the Claymore ETFs of which I spoke in a recent posting ( ETFs' I've Seen This Movie Before ). The column reinforced some of the views I put forward: ...

Read More 0 Comments