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
Download: Balance Sheet and Cash Flow Templates
Articles d’Intérêt
On QLACs - Jeff de Valdivia (May 25, 2016)
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On IRAs - Jeff de Valdivia (December 12, 2015)
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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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Bulletin d’Information
Newsletter September 2017
August brought heightened volatility to equity markets. Thin trading, continued White House dysfunction and geopolitics all contributed their bit.
Newsletter August 2017
July was another good month for equities worldwide. The S&P’s 500 total return index rose by 2.05% and the Small Cap Russell 2000 rose .74%.
Newsletter July 2017
In June the S&P’s 500 total return index rose by .62% and the Russell Mid-Cap index by 1.00%. The Small Cap Russell 2000 rose a more impressive 3.46% but remains well behind its mid-cap and large-cap counterparts on a Year To Date (YTD) basis, as illustrated in our chart below.
Newsletter June 2017
In May the S&P’s 500 total return index rose by 1.41% and the Russell Mid-Cap index by .91%. Somewhat more surprisingly, the Small Cap Russell 2000 dropped by 2.03%.
VIDEOS
WEBINAR
French / American Chamber of Commerce
Emoptionality & Investing (May 8, 2019)
