The Smof Investment Blog

20 Charts for 2020

January 24, 2020
 Brexit, Client services, Economy, Federal Reserve, Frank's Update, Free Trade Agreement, Inflation, Interest Rates, Investments, January 2020 E-Newsletter, Socially Responsible Investing, Tariffs, The Markets, Smof Investment Manager, LLC
 Frank Mueller

The last decade was very rewarding for investors and at almost 11 years, we are still in the midst of the longest U.S. bull market ever. However, most major economies are exhibiting late-cycle signs and are posting lower GDP growth. This stage precedes a recession and is typically characterized by economic activity that is still positive but slowing. Interest… Read More

Back To Basics: Tax-Free Savings Account (TFSA)

January 24, 2020
 Back To Basics, Client services, Financial Planning, Frank's Update, January 2020 E-Newsletter, TFSA
 Frank Mueller

We at Smof Investment feel it is beneficial to periodically review the basic tax-advantaged account structures available to Canadian investors. In this segment, we’ll discuss the Tax-Free Savings Account (TFSA): who will benefit from a TFSA, what it is and is not, how it works, and we’ll finish with some frequently asked TFSA questions.   You… Read More

Weekly Update – January 17, 2020

January 17, 2020
 Client services, Economy, Frank's Update, Tariffs, The Markets, Weekly Update, Smof Investment Manager, LLC
 Frank Mueller

“The only thing certain about any negotiation is that it will lead to another negotiation” – Leigh Steinberg Markets Move Upward on “Phase One” Trade Deal Announcement This week, the United States and China came to an agreement on the first portion of a trade deal between the two nations. The so-called “Phase One” deal… Read More

Weekly Update – January 10, 2020

January 10, 2020
 Client services, Economy, Frank's Update, Investments, The Markets, Weekly Update, Smof Investment Manager, LLC
 Frank Mueller

“There never was a good war, or a bad peace” – Benjamin Franklin Correction Notice – 2019 Market Results In last week’s 2019 Market Results briefing, we made the following incorrect statement (which has since been corrected): “The S&P 500, one of the major U.S. indexes, led the way with a final return of 35.24%.”… Read More

Weekly Update – December 20, 2019

December 21, 2019
 Client services, Economy, Frank's Update, Investments, RRSP, TFSA, The Markets, Weekly Update, Smof Investment Manager, LLC
 Frank Mueller

“No winter lasts forever; no spring skips its turn” – Hal Borland Merry Christmas from Smof Investment Manager, LLC! We have arrived at the final weekly update prior to Christmas 2019. This year has truly flown by! From all of us at Smof Investment – Anthony, Sandrine, Joanne, and Frank, we wish you all a Merry… Read More