Blog

Cutting Through the Noise


December 16, 2024

By Tom Bradley

Before you read a year-end forecast

In the next few weeks, your newsfeed will be filled with predictions about 2025. Emerging trends. Stock market targets. Impact of government changes. Before you take the time to read any of them, I implore you to look at these two pieces.

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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 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 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 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 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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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 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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August 29, 2024

By Tom Bradley

Surefire ways to lose money in the markets

Money manager and writer Ben Carlson highlights 15 surefire ways to make poor investment decisions.

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August 26, 2024

By Tom Bradley

Why are there more buy recommendations than ones to sell? And other lessons in asymmetry

In investing, asymmetry is all around us. Tom Bradley offers some tips on how you can make sure your portfolio is on the right side of it.

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August 15, 2024

By Tom Bradley

Fee reporting: Dragged down by the industry neanderthals

Most Canadian investment firms have terrible fee reporting practices. It's prompted the industry regulator, CIRO (Canadian Investment Regulatory Organization), to implement changes. And a rant from us.

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August 12, 2024

By Tom Bradley

Why investing isn’t like the Olympics

In investing, unlike the Olympics, you don’t have to be the best in the world to bring home the gold. Tom Bradley explains in his Globe and Mail column.

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July 29, 2024

By Tom Bradley

A word of caution on the private investments hype

The sentiment toward private investments is running hot. But there are trade-offs that all the enthusiasm usually obscures. Here are some things to consider before wading into the private asset market.

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July 15, 2024

By Tom Bradley

Telling experts from imitators

How to tell if you're dealing with a salesperson or an investment professional.

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July 9, 2024

By Tom Bradley

Bradley's Brief — Q2 2024

Tom Bradley's quarterly letter to clients.

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July 2, 2024

By Tom Bradley

What percentage of your portfolio should be Canadian?

The Canada Day weekend feels like a good time to address a never-ending investment question: What is the right balance in your portfolio between Canadian and foreign stocks?

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June 18, 2024

By Tom Bradley

Is the market headed back to 2021?

Many investors are scratching their heads and wondering about the continued rise of stock prices, a run that started in the fall of 2022. Is it real or are things getting carried away?

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May 21, 2024

By Tom Bradley

Here's what really drives your returns

Tom Bradley lays out the factors that drive your long-term returns, in order of importance, in his Globe and Mail column.

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May 6, 2024

By Tom Bradley

Quarterly reports are out. Here is what to look for

Some themes from the first quarter, along with tips on how to read the reports.

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April 22, 2024

By Tom Bradley

How valuation works and why it's important

Why the price you pay for an investment is the single most important factor in determining your return.

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April 9, 2024

By Tom Bradley

Bradley's Brief — Q1 2024

Tom Bradley's quarterly letter to clients.

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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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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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