Blog

Cutting Through the Noise


December 15, 2016

By Tom Bradley

Holy shit ... 9.4%

Successful investing isn’t just about hot managers and low fees. There are a whole host of factors that go into it, the most important being asset mix and investor behavior.

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December 13, 2016

By Tom Bradley

OMG ... the markets are hitting new highs!

With stock markets being so strong, we're hearing it a lot lately. "The Dow Jones hit a new high today." Or, "The winning streak continues." And closer to home, "The TSX surged into record territory today."

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December 9, 2016

By Tom Bradley

You've been sold – Part 27

Unlike branch banking, investment management is an anti-scale business.

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December 8, 2016

By Tom Bradley

Getting comfortable with being uncomfortable

Words of wisdom on dealing with uncomfortable moments in the markets.

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December 5, 2016

By Tom Bradley

Don't sweat the return outlook

Investors hate risk, but at times the biggest risk is not investing at all.

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November 24, 2016

By Tom Bradley

It's all about Trump ... or is it?

Stocks have been surprisingly strong since Trump's acceptance speech. Investors shouldn't read too much into any one factor, however, that may appear to be driving markets.

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November 17, 2016

By Tom Bradley

How big is your behaviour gap?

The biggest swing factor in investors' returns isn't fees or even asset mix ... it's behaviour.

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November 14, 2016

By Tom Bradley

73 million reasons for CRM2

The big banks have been behaving badly, double charging certain investors. Hopefully, new reporting regulations will shake out this kind of behaviour.

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November 9, 2016

By Tom Bradley

The Trump era begins

With Donald Trump heading to the White House, we have a lot to absorb and it’s too early to determine how and when we will make adjustments in the funds.

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November 7, 2016

By Tom Bradley

Meet Evan

Meet our newest Investor Specialist, Evan Parubets.

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November 3, 2016

By Tom Bradley

Two words that can crimp returns: Undue influence

Exploring the factors that tend to have an undue influence on what investors hold, and how investors can counter their negative effects.

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October 31, 2016

By Tom Bradley

Trump: What if he wins?

Elections normally don’t figure into our investment decision-making process. We’ve got one right now, however, that is the exception to the rule.

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October 26, 2016

By Tom Bradley

"The worst TV show ever"

Business TV is all about entertainment and action. Which means a show preaching patience and discipline wouldn't exactly make for scintillating theatre.

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October 17, 2016

By Tom Bradley

The 90% rule

Our clients achieve something that the clients of few other firms can claim: they do as well as our funds.

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October 7, 2016

By Tom Bradley

Trends analysis of Steadyhand portfolios

A number of trends are impacting the capital markets. We link them to what we're doing in our portfolios.

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September 29, 2016

By Tom Bradley

The market trends that are about to end and those that are just beginning

A look at the staying power of today's market trends provides a useful check and balance for investors.

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September 14, 2016

By Tom Bradley

Side by side

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

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September 12, 2016

By Tom Bradley

The Great Reveal: New CRM2 rules set to reshape the wealth management industry

A look at how new cost disclosure rules are shaking up the industry.

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August 26, 2016

By Tom Bradley

Fully Completely

Investors can take inspiration from one of The Tragically Hip's great songs, Fully Completely.

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August 22, 2016

By Tom Bradley

Five things happening in the world that truly matter for investors

The Fed and Brexit are the hot stories on business television, but here are five topics that deserve more coverage.

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August 18, 2016

By Tom Bradley

Small-Cap Manager Change

A review of why we've decided to change the manager of our Small-Cap Equity Fund.

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August 3, 2016

By Tom Bradley

Lower house prices - Be careful what you wish for

What will 'success' look like if the government's efforts are effective in cooling off the Vancouver housing market?

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July 18, 2016

By Tom Bradley

Investors, advisors welcome to the age of transparency

CRM2 has finally arrived. Here’s what it means to fee and performance disclosure.

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July 6, 2016

By Tom Bradley

The pitfalls of negative interest rates

The world economy is not designed to work with negative interest rates. It doesn’t mean we shouldn’t invest, but it does require that we proceed with caution.

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June 30, 2016

By Tom Bradley

Happy trails

It appears that trailing commissions, or trailers, are going the way of the dodo bird.

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