Infos

Sur cette page nous mettons à votre disposition des outils financiers et de la documentation sur la recherche en gestion d’investissement que vous pouvez utiliser et lire.

Les documents sous l’onglet « Evaluation Financière » ont pour but de vous aider à prendre une meilleure mesure de votre santé financière.

La partie « Articles Utiles » vous offre d ‘accéder à quelques articles intéressants concernant la gestion de portefeuille et patrimoniale.

Evaluation Financière

Financial-Planning-Questionnaire
Balance Sheet and Cash Flow Templates

Articles d’Intérêt

On QLACs - Jeff de Valdivia (May 25, 2016)
On IRAs - Jeff de Valdivia (December 12, 2015)
More on Retirement Issues - Jeff de Valdivia (July 23, 2015)
Will I have enough to retire? - Jeff de Valdivia (April 22, 2015)
JP Morgan on Retirement 2015 Edition - J.P. Morgan Asset Management ( February 2015)
The Skinny On Stock Options - Jeff de Valdivia (March 29, 2015)
How To Go About Investing A Large Amount Of Cash - Jeff de Valdivia (March 12, 2015)
Emotionality and Investing (2) - Jeff de Valdivia (February 22, 2015)
Emotionality and Investing - Jeff de Valdivia (Febrruary 4, 2015)
2015 Outlook: Pain - Eric Parnell, CFA (December 21, 2014)
PERSPECTIVES – The Rise and Fall of Performance Investing - Charles Ellis (August 2014 - Financial Analyst Journal)

Bulletin d’Information

Newsletter July 2019

In June, The Federal Reserve Bank (FED) came to the rescue of equity markets once again and propelled them to new highs. The S&P’s 500 rose by 7.05%. The Nasdaq Composite added 7.51% and the Russell 2000 (US Small Caps) 6.87%. It was more of the same with international markets. The S&P EPAC BMI (developed markets) rose 5.57%, emerging markets were up 6.24% (MSCI EM) and frontier markets a lesser 3.90%.

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Newsletter June 2019

A violent and unexpected setback in the trade negotiations between the US and China sent equities sharply down across the globe in May. The S&P’s 500 dropped 6.35%. The Nasdaq Composite swooned 7.79% while the Russell 2000 (US Small Caps) slumped 7.78%.

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Newsletter May 2019

April was another good month for equity investors! It seems as if the end of 2018 just a bad and now distant dream. The S&P’s 500 rose 4.05% in March. The Nasdaq Composite added 4.77% while the Russell 2000 (US Small Caps) ros 3.81%.

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Newsletter April 2019

The back and forth between bulls and bears during the month of March saw the bulls finally overcoming their foes in the last third of the month.
The S&P’s 500 rose 1.94% in March. The Nasdaq Composite added 2.70% while the Russell 2000 (US Small Caps) surprisingly declined -2.09%.

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VIDEOS

WEBINAR

French / American Chamber of Commerce

Emoptionality & Investing (May 8, 2019)