Blog

Cutting Through the Noise


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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April 2, 2024

By Scott Ronalds

The ins and outs of cross-border financial planning

If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. Cross-border expert Andrea Thompson shares valuable insights into navigating these challenges and ensuring financial peace of mind.

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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 20, 2024

By Scott Ronalds

Let's talk about the Costco hot dog. And why investment firms should take note

Costco's iconic hot dog combo is the epitome of a good deal that gets better over time. We take this concept to heart with our fee structure.

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March 18, 2024

By Salman Ahmed

Artificial intelligence stocks: An expert's perspective

A rundown on artificial intelligence and some of the investment opportunities in the space.

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March 13, 2024

By Scott Ronalds

Steadyhand tax documents: All you need to know

To assist with your tax filing, we review the tax documents you've received from us this year along with a brief explanation of their purpose.

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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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March 4, 2024

By Salman Ahmed

What does the Bank of Canada do?

The Bank of Canada does more than just monitor inflation and make interest rate decisions. Here's a rundown of all you need to know about our central bank.

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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 20, 2024

By Scott Ronalds

What is an Advice-Only Planner? A conversation with Julia Chung

David Toyne and Julia Chung discuss the evolving landscape of financial planning and why you might consider working with an AOP.

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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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February 7, 2024

By Scott Ronalds

One woman's story about her decision to invest with Steadyhand

Meet Hélène, a remarkable woman who shares her story about investing with Steadyhand.

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February 5, 2024

By Scott Ronalds

3 key retirement tax credits you should know about

In our latest Coffee Break, Owen Winkelmolen, an independent advice-only financial planner, shares some valuable insights on how to lower your tax bill in retirement.

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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 22, 2024

By Salman Ahmed

Year-end review and investment outlook video

A recap of 2023 and a discussion on our investment outlook, return expectations, and the advice we're giving clients.

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January 17, 2024

By Scott Ronalds

The benefits of diversification — 2023

A colourful look at the benefits of diversification.

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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 9, 2024

By Tom Bradley

Bradley's Brief — Q4 2023

Tom Bradley's year-end letter to clients.

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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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January 1, 2024

By Scott Ronalds

Important TFSA & RRSP Numbers for 2024

As we step into a new year, it’s timely to highlight a few important financial numbers for 2024.

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December 27, 2023

By Scott Ronalds

5 big stories in 2023 that impacted the world and investment portfolios

A look at five big stories that impacted the world and investment portfolios in 2023: interest rates, war, artificial intelligence, the Magnificent Seven, and medical breakthroughs.

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December 20, 2023

By Neil Jensen

Salman Ahmed recognized as one of B.C.’s top ‘Forty under 40’ leaders

We’re pleased to announce that our Chief Investment Officer, Salman Ahmed, has been recognized by Business in Vancouver as one of B.C.’s top ‘Forty under 40’ executives.

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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 12, 2023

By Scott Ronalds

How to protect yourself, and your finances, from frauds and scams

Financial frauds and scams have become increasingly sophisticated, and the consequences of taking the bait can be severe. In our latest Steadyhand Café, two subject matter experts provide tips and insights on how to protect yourself from being a victim.

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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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