by Tom Bradley

I received an email the other week from a client (who is a year shy of the 10-year club) that I wanted to share, with his permission. He describes exactly how we hoped Steadyhand would fit into our clients’ lives.

Hi Tom,

I always read your blogs, but this one particularly caught my eye. We have been "investing" for almost 50 years. When we pooled our "assets" they consisted of two cars with outstanding loans, student debt ($18/mo), consumer debt, and two good jobs. I don't remember the total except that it was bright red!

We dealt with the larger debt first and then began investing as we called it. First, the trader recommended by a work colleague; then the purchase of silver bullion when Nelson Bunker Hunt was trying to corner the market — only lost 50%; then the purchase of company shares from one of our employers — cost $8,000 to resign. Finally (or semi-finally), we landed with the brokerage arm of a bank and a long period of modest progress, punctuated by sudden lurches such as bailing out in the tech crash of 2000; did OK as far as stopping losses, but paralyzed us when it came to reinvesting.

Finally, we landed at Steadyhand in 2015 and have never looked back. We learned of you from a financial adviser/actuary friend who did extensive research on Steadyhand because, he declared to us, it looked too good to be true. Well, it wasn't, and it isn't. We now have peace of mind, decent returns and fabulous service. It's so much less effort this way.