Steadyhand Investment Funds Inc.

Our annual Summer Reading List is out. Some great books here to dive into during those long, warm days ahead

Summer Reading 2024 - Steadyhand Investment Funds 8 steadyhand-picked books for the summer.

Last month we visited seven cities across the country to present our thoughts on the current investment landscape, discuss a handful of portfolio holdings, and provide an update on our advice offering. A recording of the Toronto session is available for those who missed the live experience or would like to revisit any of the insights shared https://www.steadyhand.com/inside_steadyhand/2024/05/30/where-to-from-here-the-video/

Inflation survival tips: We dive into the rising cost of living, and its impact on financial planning and expense management, with Money Coaches Canada's Christine White

Managing Inflation: Expert Financial Tips for Canadians Welcome to the Steadyhand Coffee Break, where we delve into finance matters crucial for Canadians. With inflation at its highest in decades, understanding ho...

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:

Here's what really drives your returns - Steadyhand Investment Funds Tom Bradley lays out the factors that drive your long-term returns, in order of importance, in his Globe and Mail column.

We demystify the process of securing a mortgage in Canada with subject matter expert Ray Macklem

🏠 Unlocking the Secrets of Mortgages in Canada | Full Guide for Buyers and Homeowners 🏠 Welcome to Steadyhand Coffee Break! Today, we're demystifying the process of securing a mortgage in Canada, a crucial step towards achieving the dream of hom...

A key concern for investors in or nearing retirement is the question of how to best draw a steady income from your portfolio. We dive into the topic with financial planner Janey Gray

Drawing Income From Your Portfolio: Strategies in Retirement Welcome to the Steadyhand Coffee Break, a condensed version of our popular Café series. In this episode, we're joined by Janet Gray, Money Coach and Steadyh...

Tom Bradley explains why the price you pay for an investment is the single most important factor in determining your return in his Globe and Mail column

How valuation works and why it's important - Steadyhand Investment Funds Why the price you pay for an investment is the single most important factor in determining your return.

Electric vehicles are the future, making the industry a compelling investment opportunity. Yet many of the manufacturers generate inconsistent profits and their stocks are highly volatile. Michelin represents another way to participate in the industry's growth. Here's why we own the stock https://www.steadyhand.com/managers/2024/04/16/investing-in-the-ev-race-why-our-money-is-on-the-wheels-that/

10 tax tips to optimize your return, with Avalon Accounting's Joe Collins

Canadian Tax Tips: Get the Most Out of Your Return Welcome to the Steadyhand Coffee Break, where we delve into finance matters crucial for Canadians. Whether you're planning for or living in retirement, our t...

The stock market's been on a tear the last six months and a lot of people are asking what's going on. Not surprisingly, the answer is a combination of things. Tom Bradley explains in his quarterly letter to clients: https://www.steadyhand.com/inside_steadyhand/2024/04/09/bradleys-brief-q12024/

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. Tom Bradley elaborates in his Globe and Mail column https://www.steadyhand.com/globe_articles/2024/04/08/dont-count-on-the-magnificent-seven-staying-magnificent-forever/

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

Cross-Border Financial Planning for Canadians and Americans Welcome to the Steadyhand Coffee Break, where we delve into finance matters crucial for Canadians. Whether you're planning for or living in retirement, our t...

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. Tom Bradley identifies a few of them in his latest Globe and Mail article: https://www.steadyhand.com/globe_articles/2024/03/25/why-interest-rate-cuts-and-recession-fears-are-short-term-noise/

Let's talk about the Costco hot dog. And why investment firms should take note https://www.steadyhand.com/industry/2024/03/20/lets-talk-about-the-costco-hot-dog-and-why-investment-firms/

In this video with Aylon Ben-Shlomo, managing director at Aristotle Capital (the manager of our Global Equity Fund), we explore the history and future of artificial intelligence. Specific to investing, we discuss why stocks of microchip producers like Nvidia have been the main benefactors and how other stocks like Samsung, Qualcomm, and even gravel company Martin Marietta stand to gain

Artificial Intelligence Stocks | Expert Perspective OpenAI's ChatGPT has made artificial intelligence, or AI, mainstream. AI has long been used by Amazon and Netflix to make personalized suggestions. Now AI is...

While we're not proponents of doing a lot of trading or fiddling with your portfolio, there are a few things you can do to improve your chances of success in the current environment. Tom Bradley expands in his Globe and Mail column: https://www.steadyhand.com/globe_articles/2024/03/11/if-not-now-when/

The Bank of Canada does more than just monitor inflation and make interest rate decisions. We recently spoke with Connor, Clark & Lunn's Carolyn Kwan for a rundown of all you need to know about our central bank:

What Does the Bank of Canada Do? | Canada Rate Hike Outlook The Bank of Canada does more than just monitor inflation to make interest rate decisions. It helps oversee the financial system, manage the Government of Can...

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. Steadyhand Chair Tom Bradley explores the topic in his Globe and Mail column: https://www.steadyhand.com/globe_articles/2024/02/26/protecting-against-the-right-risks/

What is an Advice-Only Planner? A conversation with Julia Chung https://www.steadyhand.com/industry/2024/02/20/what-is-an-advice-only-planner-a-conversation-with-julia-chung/

It's impossible to say what "normal" is when it comes to interest rates. But what we can say with confidence is that near-zero rates, which every borrower is hoping to see again, were abnormal. Tom Bradley explains in his Globe and Mail column: https://www.steadyhand.com/globe_articles/2024/02/12/hoping-for-the-abnormal/

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

Unlock $75,000 in Tax-Free Retirement Income | Expert Tips on Tax Credits Welcome to the Steadyhand Coffee Break, a condensed version of our popular Café series. In this episode, we're joined by Owen Winkelmolen, an advice-only fi...

Tom Bradley breaks down the most important investment document of the year in his latest article in The Globe and Mail https://www.steadyhand.com/globe_articles/2024/01/29/the-annual-report-is-the-most-important-document-of-the-year/

In our year-end review and investment outlook video, we offer a recap of 2023, a discussion on our investment outlook and return expectations, and share the advice we're giving clients. It's 20 minutes well spent! https://youtu.be/-rgigLXHsJw

We realize that sticking to an investment plan is easier said than done. Think about what we've been through over the last few years.

2020: Pandemic hits, markets plunge (and then quickly recover).
2021: One of the most speculative years ever. FOMO is rampant.
2022: Markets decline, tech stocks are crushed.
2023: Stocks rebound, the Magnificent 7 shine.

Such short-term swings make taking a long-term perspective challenging. But Tom Bradley offers a few suggestions that will improve your chances of success in his latest Globe and Mail article: https://www.steadyhand.com/globe_articles/2024/01/15/when-an-investing-strategy-is-easier-said-than-done/

Consider that the S&P 500 has had a positive return in 33 out of the last 44 years. In those 33, the average intra-year drop was 14.2%. Even good years like 2023 have significant setbacks built in. In other words, to get the good, you need to accept the bad. But WOW, that wasn’t easy to do in 2022 and 2023.

In his year-end letter to clients, Tom Bradley shares his biggest takeaways from a volatile year and outlines how we plan to stay 'steady' in 2024 https://www.steadyhand.com/inside_steadyhand/2024/01/09/bradleys-brief-q4-2023/

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 https://www.steadyhand.com/globe_articles/2024/01/03/for-investors-there-were-things-that-happened-in-2023-that-will/

The maximum annual contribution limits for TFSAs and RRSPs have been increased this year. Here's a look at the new numbers: https://www.steadyhand.com/industry/2024/01/01/important-tfsa-and-rrsp-numbers-for-2024/

5 big stories in 2023 that impacted the world and investment portfolios https://www.steadyhand.com/industry/2023/12/27/5-big-stories-in-2023-that-impacted-the-world-and-investment/

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

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