Cutting Through the Noise
May 3, 2018
Checking in on Bruce as he rebalances his RSP after a period of strong returns from stocks.
Read More 0 CommentsMarch 14, 2017
Checking in with Emmylou a year into her transition to part-time work.
Read More 0 CommentsMarch 23, 2016
At 61, Emmylou is transitioning to part-time work. With the big move has come some nerves and questions.
Read More 0 CommentsFebruary 11, 2015
Bruce checks in to review his portfolio and make his annual RRSP contribution.
Read More 0 CommentsNovember 25, 2014
Emmylou recently received an inheritance and turned to us as a sounding board.
Read More 0 CommentsFebruary 11, 2014
The banks are running lots of cute, reassuring ads these days. To Bruce, they’re as painful to watch as his sinking Canucks. But they’re a reminder to him that it’s RRSP season. Bruce contributed $6,500 to his account back in June and plans to add another $10,000 this week. His wife Courtney also intends to contribute $10,000. With the strong run in the markets last year, they’re not sure where to invest the money, so they stopped by the office for some advice. We reviewed their ...
Read More 0 CommentsNovember 7, 2013
We last heard from Emmylou around this time last year, when she needed to set aside some money for a ‘sabbatical’ to Europe. She spent the summer exploring and had a rich experience on the continent. She recently checked in on her Steadyhand portfolio...
Read More 0 CommentsJune 27, 2013
Along with his Steadyhand assets, Bruce has an RESP and small Investment Account with a discount broker. He takes an aggressive approach with the latter by holding a few small technology companies (recall that he works in the industry), knowing that it’s a minor part of his portfolio and he can afford to take a few flyers. Bruce likes to roll the dice in this account, well aware that they could come up craps more often than not. One of his bets recently paid off, however. Bruce...
Read More 0 CommentsJanuary 28, 2013
It’s that time of year: holiday bills, new diets, bleak weather, and RRSP contributions. Not exactly exciting stuff. Bruce is a little more jazzed than many investors though. He reviewed his account statement last week and found that his portfolio at Steadyhand was up nearly 12% last year (since starting with us two years ago, his portfolio has gained approx. 6.5% per year). “Grinning ear to ear”, he noted in an email. While we love his enthusiasm, we reminded him that many...
Read More 0 CommentsNovember 7, 2012
We introduced Emmylou back in March. As a reminder, she’s a fifty-something Winnipegger with a love for yoga, travel and the occasional pale ale. Emmylou has been a Steadyhand client for eight months now. She holds the Founders Fund across her three accounts (RRSP, Tax-Free Savings Account and Investment Account) and her portfolio has gained about 3.5% since she signed on at the end of February. With autumn briskly announcing itself in the Peg, Emmylou recently got...
Read More 0 CommentsJuly 23, 2012
It’s been a few months since we last checked in with Bruce. Things are good on the work and home fronts, and his portfolio is holding steady in a bumpy market (as of June 30th, he’s up about 3.5% year-to-date). The family took a two week holiday to California in the spring, which included stops at Disneyland for the kids and a few wineries in Santa Barbara for the adults, before settling in Palm Springs. The sun and cheap merlot had a lasting impact. Bruce has long wanted a...
Read More 0 CommentsMarch 6, 2012
Emmylou is a typical Steadyhand client (notwithstanding her mono-tooth). Like Bruce, we’ll follow her investing journey and provide periodic updates on the decisions and challenges she faces. Emmylou is 57 years old and divorced. She’s been down the road with a couple of potential partners since splitting with her husband 10 years ago, but is not seeing anyone at the moment. She has one daughter, Stacey, who is a 30 year old teacher in Toronto...
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