Скачать или смотреть Creating Your Own Personalized Wealth Plan With PRISM

The American Association of Individual Investors held a live webinar event on Wednesday, June 16, 2021, with AAII’s Charles Rotblut.

AAII founder James Cloonan had two simple rules for achieving investment success. Rule #1 was “develop a consistent, well-defined approach to investing.” Rule #2 was “stick to rule #1.” The PRISM Wealth-Building Process will help you create a comprehensive and personalized investing plan and have the confidence to follow it. AAII Journal editor Charles Rotblut shows how the five steps of PRISM can help put you on the path to reach your goals and achieve investing success.

Watch this webinar and learn:
-About the five steps PRISM represents
-How to develop your own investing goals and pick an appropriate allocation strategy
-How to determine which investments are right for you and monitor your portfolio

PRISM Wealth-Building Articles
Why Your Goals Should Drive Your Investment Decisions—January (https://www.aaii.com/journal/article/...)
How Much Risk Can You Handle and Still Meet Your Goals?—March (https://www.aaii.com/journal/article/...)
The Building Blocks of a Successful Portfolio Allocation—April (https://www.aaii.com/journal/article/...)
8 Factors That Influence Your Investing Management Preferences—May (https://www.aaii.com/journal/article/...)
Populating Your Portfolio Based on Your Allocation and Preferences—June (https://www.aaii.com/journal/article/...)

AAII Journal Articles
Stock Market Retreats and Recoveries (https://www.aaii.com/journal/article/...)
How to Check Out a Financial Advisor (https://www.aaii.com/journal/article/...)
Why Your Financial Adviser Should Be a Fiduciary (https://www.aaii.com/journal/article/...)
Advice on Evaluating an Adviser From an Industry Veteran (https://www.aaii.com/journal/article/...)
Resources for Checking Out an Adviser or Broker (https://www.aaii.com/journal/article/...)
The Sell Decision With Mutual Funds: Knowing When to Walk Away (https://www.aaii.com/journal/article/...)
Using Sell Signals to Improve Results (https://www.aaii.com/journal/article/...)
When to Sell Stocks to Cut Your Losses (https://www.aaii.com/journal/article/...)
Model Shadow Stock Portfolio Articles (https://www.aaii.com/journal/category...)

AAII Resources
PRISM Wealth-Building Process with worksheets (https://www.aaii.com/learnandplan)
Risk Assessment Worksheet (https://www.aaii.com/files/learnandpl...)
What Type of Investor Are You? Worksheet (https://www.aaii.com/files/learnandpl...)
“Investing at Level3,” by James Cloonan (https://www.aaii.com/level3)
AAII Asset Allocation Models (https://www.aaii.com/asset-allocation)
AAII Model Portfolios (https://www.aaii.com/stockideas/premium)
AAII Stock Screens (https://www.aaii.com/stockideas/allst...)

Other Resources Mentioned
SEC Check on Advisers (http://www.sec.gov/help/foiadocsinvaf...)
NAPFA Find an Adviser (https://www.napfa.org/find-an-advisor)
FINRA BrokerCheck (http://brokercheck.finra.org)

Here are the slides from the presentation: https://www.aaii.com/files/images/202...

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Creating Your Own Personalized Wealth Plan With PRISM | AAII