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

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Download: Financial-Planning-Questionnaire

Balance Sheet and Cash Flow Templates

Articles d’Intérêt

On QLACs - Jeff de Valdivia (May 25, 2016)

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Download: On QLACs by Jeff de Valdivia – May 25, 2916

On IRAs - Jeff de Valdivia (December 12, 2015)

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Download: On IRAs by Jeff de Valdivia – December 12, 2015

More on Retirement Issues - Jeff de Valdivia (July 23, 2015)

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Download: More on Retirement Issues by Jeff de Valdivia – July 23, 2015

Will I have enough to retire? - Jeff de Valdivia (April 22, 2015)

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Download: Will I have enough to Retire? by Jeff de Valdivia – April 22, 2015

JP Morgan on Retirement 2015 Edition - J.P. Morgan Asset Management ( February 2015)

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Download: JP Morgan on Retirement 2015 Edition by J.P. Morgan Asset Management – February 2015

The Skinny On Stock Options - Jeff de Valdivia (March 29, 2015)

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Download: The Skinny On Stock Options by Jeff de Valdivia – March 29, 2015

How To Go About Investing A Large Amount Of Cash - Jeff de Valdivia (March 12, 2015)

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Download: How To Go About Investing A Large Amount Of Cash by Jeff de Valdivia – March 12, 2015

Emotionality and Investing (2) - Jeff de Valdivia (February 22, 2015)

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Download: Emotionality and Investing (2) by Jeff de Valdivia – February 22, 2015

Emotionality and Investing - Jeff de Valdivia (Febrruary 4, 2015)

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Download: Emotionality and Investing by Jeff de Valdivia – February 4, 2015

2015 Outlook: Pain - Eric Parnell, CFA (December 21, 2014)

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Download: 2015 Outlook: Pain by Eric Parnell, CFA – December 21, 2014

PERSPECTIVES – The Rise and Fall of Performance Investing - Charles Ellis (August 2014 - Financial Analyst Journal)

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Download: PERSPECTIVES – The Rise and Fall of Performance Investing by Charles Ellis – August 2014 (Financial Analyst Journal)

Bulletin d’Information

Newsletter December 2020

The S&P’s 500 rose 10.95% on a total return basis. The Nasdaq Composite was up 11.91% and the Russell 2000 (Small US Caps) rose even more, clocking a 13.82% monthly performance. The removal of uncertainty associated with the US election, the mixed political signal it sent and, more importantly, the announcements by Pfizer and Moderna that they both had developed highly effective vaccines to fight the current pandemic, all contributed to pushing equities to new highs.

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Newsletter November 2020

The S&P’s 500 ended the month of October down 2.66% on atotal return basis. The Nasdaq Composite dropped 2.26% whilethe Russell 2000 (Small US Caps) was down a milder .64%.Internationally, the broad EPAC BMI (developed economies) wasdown 3.69% while the MSCI EM (emerging markets) counteredthe negative trend and delivered a positive 2.06% return in October.Small US Caps) was down a milder 1.95%. Internationally, the broad EPAC BMI (developed economies) was down 2.51% and the MSCI EM (emerging markets) a smaller 1.60%.

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Newsletter October 2020

After relentlessly moving up in July and August, US equity indices reversed course in September. The S&P’s 500 ended the month down 3.80% on a total return basis. The Nasdaq Composite dropped a sharper 5.10% while the Russell 2000 (Small US Caps) was down a milder 1.95%. Internationally, the broad EPAC BMI (developed economies) was down 2.51% and the MSCI EM (emerging markets) a smaller 1.60%.

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Newsletter September 2020

August was another high-performance month for equities in the US and around the world. A combination of ultra-loose monetary conditions globally and encouraging economic news propelled indices to all-time highs.
The S&P’s 500 ended the month up 7.19% on a total return basis.

The Nasdaq Composite rose 9.70%, while the Russell 2000 (Small US Caps) was up 5.63%. Internationally, the broad EPAC BMI (developed economies) was up 5.29% and the MSCI EM (emerging markets) a much smaller 2.21%.

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VIDEOS

WEBINAR

French / American Chamber of Commerce

Emoptionality & Investing (May 8, 2019)