Blog

Cutting Through the Noise


December 2, 2024

By Tom Bradley

The IPO market is dead. Is a resurrection possible?

Stock markets are booming and there seems to be an unquenchable thirst for risk, but there is one area of the capital markets that’s in the doldrums: the market for IPOs is dead. Tom Bradley explains why in his Globe and Mail column.

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November 29, 2024

By Scott Ronalds

Year-end fund distributions

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

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November 25, 2024

By David Toyne

CPP enhancements explained

Financial planner Jason Yee breaks down the recent changes to the CPP and their impact on your retirement planning.

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November 21, 2024

By Scott Ronalds

The eye-opening difference of using your TFSA for investing vs. saving

Some fascinating numbers on TFSAs. And why they should be called Tax-Free Investing Accounts instead.

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November 18, 2024

By Tom Bradley

Making connections in investing

For all the word game fans out there, we've created an investment version of Connections. Can you find the right groupings?

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November 14, 2024

By Scott Ronalds

DIY investing? How to ensure your family isn’t left holding the bag

If you’re a do-it-yourself investor and you’re getting up in years, succession planning may be on your mind. Here are some strategies to consider.

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November 12, 2024

By David Toyne

Top client concerns: Talking shop with financial planner Brett Martinson

Financial planner Brett Martinson shares some of his clients' main financial concerns, from political and market uncertainties to inflation worries, and the advice he provides.

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November 7, 2024

By Scott Ronalds

Advice 2.0: Redefining the scope of our advisory services

You may not have been aware that we offer personalized advice on important issues such as asset mix, tax efficiency, and retirement income planning. This is now laid out more explicitly on our site.

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November 4, 2024

By Tom Bradley

Why the U.S. election isn't a risk to your portfolio

While the upcoming U.S. election is eliciting intense emotions and strong views, it shouldn't be viewed as a risk to your portfolio. Here's why.

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October 28, 2024

By David Toyne

Choosing the right executor: Expert tips from Margaret O'Sullivan

Thinking about who should be the executor of your will? Estate lawyer Margaret O'Sullivan offers some helpful advice.

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October 23, 2024

By Scott Ronalds

Are you a ‘non-profile’ client? The changing face of investment management

An increasing number of investment managers and brokerages have raised their minimum investment requirements in recent years, resulting in more investors becoming 'non-profile' clients and being asked to find a new home. We explain.

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October 21, 2024

By Tom Bradley

The two questions every investor needs to ask, every day

Investors face a firehose of information every day. But what should you pay attention to and what’s just clatter? Tom Bradley highlights two questions to ask yourself to help cut through the noise.

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October 17, 2024

By Tom Bradley

Peace of mind, decent returns and fabulous service: A client's story

An email from a client describes exactly how we hoped Steadyhand would fit into our clients’ lives.

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October 15, 2024

By David Toyne

Do U.S. elections impact your investment returns?

With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.

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October 10, 2024

By Scott Ronalds

Bonds on the rise: Understanding the recent surge

It might surprise you to hear that bonds are up 13% over the past year (ending September 30). Even better, our Income Fund is up nearly 15%. To understand this welcome turnaround, a little recent history is helpful.

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October 8, 2024

By Tom Bradley

Bradley's Brief — Q3 2024

Tom Bradley's quarterly letter to clients.

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October 7, 2024

By Tom Bradley

How to prepare for a bear market when everything's looking great

The markets have been on a great run, and it's important to enjoy the sunshine. But perversely, it's also the best time to prepare for rain. To help, here are a few things to expect when the next storm hits.

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October 3, 2024

By Scott Ronalds

Putting our money where our mouth is: Co-investment update 2024

At Steadyhand, we believe in investing alongside our clients — what we like to call “eating our own cooking.” Here's what it means in real money.

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October 1, 2024

By Scott Ronalds

How long will my money last?

It’s a question we get often, ‘How long will my money last in retirement?’ Check out our simple calculator — aptly named Will the Money Last? — to estimate the longevity of your portfolio.

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September 26, 2024

By Scott Ronalds

Join us for an exclusive lunchtime discussion with our Equity Fund manager, Nessim Mansoor, in Toronto

Join us on November 13 for a conversion with our Equity Fund manager on a range of timely topics.

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September 23, 2024

By Tom Bradley

The loneliness of the long-term investor

Investing is a marathon, not a sprint. It’s a hackneyed phrase but couldn’t be more true. Fortunately, there are a few things you can do to build up your endurance. Here are three.

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September 16, 2024

By David Toyne

Executors: Everything you need to know

In our latest Coffee Break, we explore the crucial roles and responsibilities of an executor with estate lawyer Margaret O’Sullivan.

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September 11, 2024

By Scott Ronalds

The power of your referrals

Four out of five clients come to us through word of mouth. We greatly appreciate these introductions, and to make referring us easier, we’ve added a new feature on our website. And for every new client you refer, we’ll plant 10 trees in partnership with Tree Canada.

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September 9, 2024

By Tom Bradley

Six macroeconomic trends that will be important for investors

Tom Bradley took advantage of some dock time this summer to think about bigger things, like new and changing trends that will eventually affect economies and markets. Here are six to keep an eye on.

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September 3, 2024

By Salman Ahmed

How to choose a good financial advisor

In Part II of our discussion with personal finance expert Preet Banerjee, we dig into the question of how to choose a good financial advisor.

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