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 December 2019

Equities rose once again in November with US equities, in particular, climbing between 3% and 4% overall. The S&P’s 500 gained 3.63% while the US Small Cap index progressed 4.12% and the Nasdaq Composite 4.64%.

Internationally, the rising USD made it harder for indices to move up as spectacularly. The S&P EPAC BMI (developed economies index) rose only 1.03%. In Emerging markets performance was more contrasted, with the MSCI EM dropping -.14% while the Frontier 100 Index rose a robust 2.77%.

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Newsletter November 2019

After a difficult start, the month of October turned out to be positive for equities around the world. The S&P’s 500 gained 2.17%. The US Small Cap index rose a bit more with the Russell 2000 progressing 2.63%. Internationally, developed equities did well as the US dollar lost value against major currencies. As a consequence, international markets performed generally better than US markets.

The S&P EPAC BMI (developed economies index) rose 3.76%. Emerging markets equities were up too with the MSCI EM rising a solid 4.22% while the Frontier Index inched up .71%.

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Newsletter October 2019

September was a positive month for equities around the world. A lessening of trade tensions between the US and China helped. So did the absolute spanking that Boris Johnson received from the UK parliament, thereby reducing the odds of a hard Brexit. That helped European equities outperform their US counterparts.
The S&P’s 500 gained 1.87% in September. The US Small Cap index rose a bit more with the Russell 2000 progressing 2.08%. Internationally, developed equities did well.

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Newsletter September 2019

In August, the escalation of hostilities between the US and China on trade matters contributed to a sometimes severe negative performance for equity markets around the globe. The S&Ps’ 500 lost 1.58% while the US Small Cap index dropped 4.94%. Internationally, equities declined generally more abruptly. The S&P EPAC BMI (developed markets) shrunk 2.93% during August while emerging markets sunk by 4.88% (MSCI EM).

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VIDEOS

WEBINAR

French / American Chamber of Commerce

Emoptionality & Investing (May 8, 2019)

 

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