The Smof Investment Blog

Weekly Update – February 8, 2019

February 9, 2019
 Bank of Canada, Client services, Federal Reserve, Frank's Update, Free Trade Agreement, Investments, The Markets, Weekly Update, Smof Investment Manager, LLC
 Frank Mueller

“Sunflowers end up facing the sun, but they go through a lot of dirt to find their way there” – J.R. Rim TSX Posts Small Weekly Gain The New York Stock Exchange’s S&P/TSX Composite Index closed unofficially down 70.03 points on Friday to finish the week at 15,633.33. This represents a small, yet positive, gain over last… Read More

Weekly Update – February 1, 2019

February 2, 2019
 Client services, Economy, Frank's Update, Investments, RRSP, The Markets, Weekly Update, Smof Investment Manager, LLC
 Frank Mueller

Markets Enjoy Big Rebound in January What a difference a month makes. As we wrote 3 weeks ago, amid negative media sentiment, markets quietly moved upward from Christmas Eve, and finished January in style. The S&P New York Stock Exchange closed on Christmas Eve at 13,780.20. At market close yesterday, the TSX sat at 15,540.60, a… Read More

Optimism in 10 Charts

January 25, 2019
 Bank of Canada, Brexit, Canada Revenue Agency, Client services, Economy, Federal Reserve, Frank's Update, Inflation, Interest Rates, Investments, Mutual Funds, The Markets, Smof Investment Manager, LLC
 Frank Mueller

As discussed in the Anthony’s 2019 Outlook, political concern persists but economic fundamentals are still strong. The optimist sees opportunity in every challenge, and here we provide some context to support a cautiously optimistic outlook for 2019. Here are 10 charts providing a case for optimism in 2019: 1: The U.S. economy heated up in… Read More

2018 Wrap-Up and 2019 Outlook

January 25, 2019
 Anthony's Update, Bank of Canada, Brexit, Client services, Economy, Federal Reserve, Financial Planning, Free Trade Agreement, Interest Rates, Investments, Tax, The Markets, Smof Investment Manager, LLC
 Tony Jin

We would like to wish you and your family a happy new year. We hope to provide you with a brief overview of how investment markets have performed over the past year and to look ahead at what we can expect for 2019. How did markets do in 2018? After an unusually calm year of… Read More

Back to Basics: Registered Retirement Savings Plan (RRSP)

January 25, 2019
 Back To Basics, Client services, Frank's Update, Retirement Income, RRSP, SRSP, Tax, Smof Investment Manager, LLC
 Frank Mueller

We feel it is important to periodically review the basic tax-advantaged account structures available to Canadian investors. In this article, we’ll discuss the Registered Retirement Savings Plan (RRSP) and it’s sibling, the Spousal Retirement Savings Plan (SRSP). Who Will Make Best Use of an RRSP? You will benefit from an RRSP if you are working… Read More