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 September 2016
In August, the S&P’s 500 total return index inched up .14% while the small cap Russell 2000 rose 1.8%. This compares to a slight loss of .24% for international developed markets (EPAC BMI index
Newsletter August 2016
In July, the S&P’s 500 total return index rose 3.7 % while the small cap Russell 2000 jumped 5.9%. This compares to gains of 5.9% for international developed markets (EPAC BMI index), gains of 5% for emerging markets
Newsletter July 2016
In June, the S&P’s 500 total return index rose .26 % while the small cap Russell 2000 dropped by .05%. This compares to losses of 7.38 % for international
Newsletter June 2016
In May, the S&P’s 500 total return index rose 1.79 % while the small cap Russell 2000 gained 2.25%. This compares to losses of -1.34% for international developed markets (EPAC BMI index) and of -3.73% for emerging markets overall (MSCI EM Index).
VIDEOS
WEBINAR
French / American Chamber of Commerce
Emoptionality & Investing (May 8, 2019)
