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
[pdf-embedder url=”https://www.fleurus-ia.com/wp-content/uploads/Financial-Planning-Questionnaire.pdf” width=”800″]
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)
[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″]
Bulletin d’Information
Newsletter January 2017
In December the S&P’s 500 total return index rose 1.98%, the Russell Mid-Cap index was up 1.63% and the Small Cap Russell 2000 went up a greater 2.80%.
Newsletter December 2016
In November the S&P’s 500 total return index rose 3.70%, the Russell Mid-Cap index a larger 5.30% and the Small Cap Russell 2000 an eye-popping 11.15%. These sharp advances mirrored a historic rout in the US …
Newsletter November 2016
In October the S&P’s 500 total return index dropped 1.74%, the Russel MidCap index lost a larger 3.50% and the small cap Russell 2000 an even more painful 4.75%
Newsletter October 2016
In September, the S&P’s 500 total return index was flat while the small cap Russell 200 climbed 1.10%. This compares to a positive performance of 1.24%
VIDEOS
WEBINAR
French / American Chamber of Commerce
Emoptionality & Investing (May 8, 2019)