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
Download: 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 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.
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%.
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%.
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%.
VIDEOS
WEBINAR
French / American Chamber of Commerce
Emoptionality & Investing (May 8, 2019)
