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 May 2017
In April both the S&P’s 500 total return index and the Russell Mid-Cap index rose by a little over 1%. The Small Cap Russell 2000 caught up a bit with its larger brethren and rose by 2.54%.
Newsletter April 2017
In March the S&P’s 500 total return index rose a meager .12%, the Russell Mid-Cap index was marginally down by -.15% and the Small Cap Russell 2000 rose .13%.
Newsletter March 2017
In February the S&P’s 500 total return index rose 3.97%, the Russell Mid-Cap index was up 3.10% and the Small Cap Russell 2000 rose 1.93%.
Newsletter February 2017
In January the S&P’s 500 total return index rose 1.90%, the Russell Mid-Cap index was up 2.15% and the Small Cap Russell 2000 rose a more sedate .39%.
VIDEOS
WEBINAR
French / American Chamber of Commerce
Emoptionality & Investing (May 8, 2019)
