Blog

Cutting Through the Noise


April 22, 2024

By Tom Bradley

How valuation works and why it's important

Why the price you pay for an investment is the single most important factor in determining your return.

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April 8, 2024

By Tom Bradley

Don’t count on the Magnificent Seven staying magnificent forever

The U.S. stock market has reached a level of concentration not seen in decades, due to the impact of the 'Magnificent Seven'. But history tells us that the group will change, and as investors, we need to ensure we’re not managing our portfolios while looking in the rearview mirror.

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March 25, 2024

By Tom Bradley

Why interest-rate cuts and recession fears are short-term noise for investors

The business media is obsessed these days with the possibility of interest-rate cuts, the next recession, and the U.S. election. But there are important trends and innovations that will have a greater effect on long-term portfolio returns, yet garner little attention. Here are a few.

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March 11, 2024

By Tom Bradley

If not now, when?

While we're not proponents of doing a lot of trading or fiddling with your portfolio, here are a few things you can do to improve your chances of success in the current environment.

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February 26, 2024

By Tom Bradley

Protecting against the right risks

Risk is a loaded word. It has negative connotations for most people, and is something to be avoided. Yet, it’s an essential part of investing. It’s embedded in the math — risk plus time equals return. Tom Bradley explores the topic in his Globe and Mail column.

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February 12, 2024

By Tom Bradley

Hoping for the abnormal

The perils of basing your financial and investment decisions on the hope that interest rates will go back down.

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January 29, 2024

By Tom Bradley

The annual report is the most important document of the year

Breaking down the most important investment document of the year.

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January 15, 2024

By Tom Bradley

When an investing strategy is easier said than done

“I will be a steady, long-term investor.” It’s easy to say and difficult to do. Indeed, there’s a big gap between talking about sticking to a plan and actually doing it. Tom Bradley offers a few suggestions that will improve your chances of success in his latest Globe and Mail article.

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January 3, 2024

By Tom Bradley

For investors, there were things that happened in 2023 that will be good for 2024

As we head into 2024, there is no shortage of negatives to focus on. But there are plenty of reasons for optimism, too. Tom Bradley highlights seven of them in his Globe and Mail column.

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December 18, 2023

By Tom Bradley

The consequences of unpredictable markets

Beware of market forecasts: There’s no accountability around them, and certainly no intellectual honesty. And for every prediction that’s right, there are 10 that are way off.

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December 4, 2023

By Tom Bradley

Nvidia, Apple and using valuation as a gut check

Nvidia Corp. reported its results recently and the numbers were eye-popping. Revenue for the third quarter was up 206 per cent to US$18-billion, and earnings per share were up more than 12 times, year-over-year. It was one of the most remarkable earnings reports I’ve ever seen from a large, established company. So, what did the stock do? Well, it went down.

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November 20, 2023

By Tom Bradley

Beware of bright shiny objects to avoid falling off your investment plan

Right now, the bright shiny object is the safe and reliable GIC. Yet, investors opting for the comfort and certainty of GICs are likely to expose themselves to a set of risks they hadn't considered.

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November 6, 2023

By Tom Bradley

Cutting through the noise: For investors, it’s crucial to distinguish between the urgent and the important

In his new Globe and Mail column, Steadyhand Chair Tom Bradley endeavours to cut through the noise and sift through the urgent (news, headlines and stats) in search of the important.

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August 11, 2020

By Tom Bradley

Getting your big break in finance

From the archives — Tom Bradley wrote this article in the Globe and Mail back in 2011 to help young people getting into the business. We're republishing it in the hope that it can provide a little help today to those looking for a job in this Covid-hammered economy.

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August 17, 2017

By Tom Bradley

If you're thinking about investing in a hedge fund, read this first

Hedge funds are complex vehicles. Which is why it's key to educate yourself on their ins and outs if you're pondering this strategy.

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July 17, 2017

By Tom Bradley

Bulls vs. bears: How to get the most out of opposing market predictions

Is the market going higher, or is it highly overvalued? A guide to getting the most out of the many and varied market predictions.

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June 7, 2017

By Tom Bradley

How investors can prepare for the next market downturn

Market volatility is low and it feels pretty quiet. In times like these, investors should enjoy it while it lasts and get ready for when it's not so quiet.

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March 23, 2017

By Tom Bradley

The strategic asset mix: Your home base in turbulent times

As a long-term investor, your portfolio needs to fit with your goals, time frame and temperament. We call it a strategic asset mix, or SAM.

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March 6, 2017

By Tom Bradley

Four reasons to choose 'easy' over 'hard' in your investing strategy

When it comes to investing, do the easy stuff and leave the hard stuff to someone else.

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February 2, 2017

By Tom Bradley

A client manifesto for taking control of your investment portfolio

You’re the CEO of your own portfolio, so don't be shy to ask more questions of your investment professionals.

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January 16, 2017

By Tom Bradley

You must do these two difficult things to invest as patiently as the greats

It always sounds cool when people talk about “patient capital.” But there are deep undertones to these words. Here's what it takes to live up to them.

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December 19, 2016

By Tom Bradley

Investors, make this temperamental market your friend

Don’t read too much into the market’s mood swings. Instead, take advantage of these times.

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November 3, 2016

By Tom Bradley

Two words that can crimp returns: Undue influence

Exploring the factors that tend to have an undue influence on what investors hold, and how investors can counter their negative effects.

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September 29, 2016

By Tom Bradley

The market trends that are about to end and those that are just beginning

A look at the staying power of today's market trends provides a useful check and balance for investors.

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September 12, 2016

By Tom Bradley

The Great Reveal: New CRM2 rules set to reshape the wealth management industry

A look at how new cost disclosure rules are shaking up the industry.

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