Articles of Interest
The “Articles of Interest” section offers recent thoughts and ideas on investment management. We deem them particularly interesting.
Articles of Interest
On QLACs - Jeff de Valdivia (May 25, 2016)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/On-QLACs.pdf” width=”800″]
On IRAs - Jeff de Valdivia (December 12, 2015)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/On-IRAs.pdf” width=”800″]
More on Retirement Issues - Jeff de Valdivia (July 23, 2015)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/More-on-Retirement-Issues.pdf” width=”800″]
Download: More on Retirement Issues by Jeff de Valdivia – July 23, 2015
Will I have enough to retire? - Jeff de Valdivia (April 22, 2015)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/WIll-I-have-enough-to-retire.pdf” width=”800″]
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)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/JP-Morgan-on-Retirement.pdf” width=”800″]
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)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/The-Skinny-on-Stock-Options.pdf” width=”800″]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)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/How-to-go-about-investing-a-large-amount-of-cash.pdf” width=”800″]
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)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/Emotionality-and-Investing-2.pdf” width=”800″]Download: Emotionality and Investing (2) by Jeff de Valdivia – February 22, 2015
Emotionality and Investing - Jeff de Valdivia (Febrruary 4, 2015)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/Emotionality-and-Investing.pdf” width=”800″]
Download: Emotionality and Investing by Jeff de Valdivia – February 4, 2015
2015 Outlook: Pain - Eric Parnell, CFA (December 21, 2014)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/2015-Outlook-Pain-_-Seeking-Alpha.pdf” width=”800″]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)
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/FAJ-Charles-Ellis-August-2014.pdf” width=”800″]Download: PERSPECTIVES – The Rise and Fall of Performance Investing by Charles Ellis – August 2014 (Financial Analyst Journal)
About Fleurus Investment Advisory
Fleurus Investment Adivisory, LLC is located in Weston, CT and serves clients locally and across the country for financial planning and investment management. An initial meeting can be held at our office or we can communicate by phone or virtually with a video call. Use the form here to send us a message so that we can see if we are a fit for your needs.
Fleurus Investment Advisory, LLC
Office Visits By Appointment
Weston, CT 06883
(203) 919-4980
Drop Us A Message
Completing this form is the same as sending us an email. Your information is secure. We will not share your information or add you to a mailing list.