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 August 2019

July saw US equity indices generate positive returns, once again. The S&P’s 500 rose by 1.44%. The Nasdaq Composite added 2.15% and the Russell 2000 (US Small Caps) .58%. Internationally, equities declined overall. This was mostly the result of Brexit-related fears in Europe and a rising USD.
The S&P EPAC BMI (developed markets) declined 1.49% during the month of July while emerging markets shrunk by 1.22% (MSCI EM).

read more

Newsletter July 2019

In June, The Federal Reserve Bank (FED) came to the rescue of equity markets once again and propelled them to new highs. The S&P’s 500 rose by 7.05%. The Nasdaq Composite added 7.51% and the Russell 2000 (US Small Caps) 6.87%. It was more of the same with international markets. The S&P EPAC BMI (developed markets) rose 5.57%, emerging markets were up 6.24% (MSCI EM) and frontier markets a lesser 3.90%.

read more

Newsletter June 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 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

VIDEOS

WEBINAR

French / American Chamber of Commerce

Emoptionality & Investing (May 8, 2019)

 

Pin It on Pinterest

Share This