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

Articles d’Intérêt

On QLACs - Jeff de Valdivia (May 25, 2016)

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Download: On QLACs by Jeff de Valdivia – May 25, 2916

On IRAs - Jeff de Valdivia (December 12, 2015)

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Download: On IRAs by Jeff de Valdivia – December 12, 2015

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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Download: PERSPECTIVES – The Rise and Fall of Performance Investing by Charles Ellis – August 2014 (Financial Analyst Journal)

Bulletin d’Information

Newsletter April 2020

March was a month worthy of the record books. Investors suffered massive losses, on a worldwide basis. No significant asset class was spared. The S&Ps’ 500 lost 12.35%. The Russell 2000 went down 19.49%, while the Nasdaq fared a bit better, going down 10.03%. Internationally all indices dropped, often more than their US counterparts as a result of a rising USD (up 3%). The S&P’s EPAC BMI (developed economies) went down 14.05%. Emerging market indices went down from 15% (MSCI EM) to 22% (MSCI Frontier 100).

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Newsletter March 2020

In February, COVID 19 finally overwhelmed US equity markets. The S&Ps’ 500 lost 8.53%. The Russell 2000 went down 8.67%, while the Nasdaq fared a bit better, going down “only” 6.27%. Internationally all indices dropped, often more than their US counterparts as a result of a rising USD. The S&P’s EPAC BMI (developed economies) went down 9.28%.

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Newsletter February 2020

US equities finished January with contrasted performances. The S&P’s 500 was down .04%, while the Nasdaq Composite finished up 2.03% over the same period. The Russell 2000, meanwhile, was down a sharp 3.21%. Internationally, all indices were down with the S&P’s EPAC BMI (developed economies) weakening 2.39% and the emerging market MSCI EM index down 4.66%. The threat to global economic growth that the Coronavirus epidemic presents explains all of this negativity.

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Newsletter January 2020

Equities finished the year exuberantly. The S&P’s 500 rose 3.02% while the US Small Cap index progressed 2.88% and the Nasdaq Composite 3.63%.
Internationally, the USD declined and made it possible for most indices to rise, sometimes spectacularly. The EPAC BMI (developed economies) rose 3.47%.
In emerging markets the MSCI EM raced upward 7.46% while the Frontier 100 Index rose a solid 3.15%.

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VIDEOS

WEBINAR

French / American Chamber of Commerce

Emoptionality & Investing (May 8, 2019)