Resources

In this section we provide financial tools and investment management research documents for you to use and read, at your convenience.

Under “Financial Evaluation” you will find a Cash Flow and Balance Sheet spreadsheet intended to help you get a better measure of your financial health. Also included is a Financial Planning Questionnaire that we use to assess the totality of your financial needs and objectives, from insurance to taxes, investing and estate planning.

The “Articles of Interest” section offers recent thoughts and ideas on investment management. We deem them particularly interesting.

Financial Evaluation

Financial-Planning-Questionnaire
Balance Sheet and Cash Flow Templates

Articles of Interest

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)

Newsletter

Newsletter June 4, 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%.

read more

Newsletter May 4, 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%.

read more

Newsletter April 4, 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%.

read more

Newsletter April 4, 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%.

read more

Videos

WEBINAR

French / American Chamber of Commerce

Emotionality and Investing (May 8, 2019)