Blog

Cutting Through the Noise


November 28, 2016

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 21, 2016

By Scott Ronalds

Why you always want some exposure to parts unknown in your portfolio

A reminder why we always want to have exposure to emerging markets in our portfolios.

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October 28, 2016

By Scott Ronalds

What to do if you're not an Ontario teacher

Ontario teachers have a great pension plan. Most Canadians, however, don't. So here are a few tips to building a nest egg that even teachers in the 416 would be envious of.

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October 22, 2016

By Scott Ronalds

Sentiment is a funny thing

Sentiment, or the mood of the market, is part of what makes investing an art, not a science.

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October 20, 2016

By Scott Ronalds

Meet our new small-cap manager: November 3 (Vancouver)

Join us over lunch on November 3 for a "fireside chat" with the new manager of our Small-Cap Fund, Joe Sirdevan.

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October 11, 2016

By Scott Ronalds

Bradley's Brief - Q3 2016

A brief look at the letter from the Prez.

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September 8, 2016

By Scott Ronalds

September action

September, baby! It's a month of excitement and action for sports fans. For investors, this feeling can be a dangerous one.

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August 24, 2016

By Scott Ronalds

Small-Cap Fund: Shedding some light on the new portfolio

Tom Bradley sits down with Galibier Capital Management's Joe Sirdevan, the new manager of our Small-Cap Fund, to bring some colour to the new portfolio.

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August 10, 2016

By Scott Ronalds

Where are markets headed?

We have no idea where markets are headed in the near term. But here's what we do know.

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July 21, 2016

By Scott Ronalds

Investing: An amazing concept that deserves more love

At its core, investing is simply about owning companies. We sometimes forget just why this is a very cool thing.

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July 14, 2016

By Scott Ronalds

Mid-year review

A recording of our mid-year review webinar, which touches on Brexit, the Founders Fund and our outlook for bonds and stocks.

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July 8, 2016

By Scott Ronalds

Bradley's Brief - Q2 2016

A brief look at the letter from the Prez.

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June 22, 2016

By Scott Ronalds

Distribution cuts: Income Fund and Founders Fund

A look at why we're reducing the quarterly distributions for the Income Fund and Founders Fund.

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June 9, 2016

By Scott Ronalds

Checking in on the 5-Year Club

Investors who've been with us for 5 years get a break on their fees. Is it because we appreciate our clients more than the banks and mega-fund companies do? Well, ya.

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May 30, 2016

By Scott Ronalds

Summer reading

Behold our annual summer reading list. We’ve got a little bit of everything this year, from business to the history of humankind to game changers.

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May 10, 2016

By Scott Ronalds

Client testimonials - The story behind

The inside story of the testimonials on our website.

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April 28, 2016

By Scott Ronalds

Stockphobia and how to get over it

If you've got a fear of stocks, let us help you get over it. Your future standard of living is at risk.

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April 25, 2016

By Scott Ronalds

MoneySense Magazine's Invest for Success Event - Saturday, May 7

Tom Bradley will be a speaker at MoneySense Magazine’s Invest for Success event taking place in Toronto on Saturday, May 7, at the Fairmont Royal York.

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April 21, 2016

By Scott Ronalds

More upbeat on the maple leaf

A look at why now is a good time to be more positive on Canada.

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April 8, 2016

By Scott Ronalds

Bradley's Brief - Q1 2016

A brief look at the letter from the Prez.

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March 29, 2016

By Scott Ronalds

Deep thoughts at the auto show

Dreaming of a Teslaudiota.

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March 23, 2016

By Scott Ronalds

Emmylou: Part timing it

At 61, Emmylou is transitioning to part-time work. With the big move has come some nerves and questions.

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March 16, 2016

By Scott Ronalds

How are Steadyhanders doing?

A performance assessment of the hypothetical Steadyhand Balanced Income Portfolio, which has a 50% fixed income / 50% equity mix and is the model portfolio used by a large number of clients.

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February 27, 2016

By Scott Ronalds

Feb 29: Last day to make an RSP contribution

Monday, February 29, is the last day to make an RSP contribution. Here's how to get yours in if you've waited until the deadline.

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February 25, 2016

By Scott Ronalds

Webinar: Where to From Here?

A recorded webinar of our recent presentation on the current investing climate and our funds.

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