The Individual Investor Wealth-Building Process Latest Archive
NEW Benefit for AAII Members: Exclusive Access to a “Collective Investor Brain”
October 13 2021 by Charles Rotblut
When developing the PRISM Wealth-Building Process, we wanted to remove the opacity of investing, simplify the process and give our members a unique investing plan to succeed.
October 13 2021 by Charles Rotblut
When developing the PRISM Wealth-Building Process, we wanted to remove the opacity of investing, simplify the process and give our members a unique investing plan to succeed.
Retirement Savings Worksheet
November 19 2020 by Charles Rotblut
The retirement savings worksheet calculates the many ways you could save for retirement.
November 19 2020 by Charles Rotblut
The retirement savings worksheet calculates the many ways you could save for retirement.
An Overview of Your Wealth-Building Process
November 05 2020 by Charles Rotblut
The goal of the Individual Investor Wealth-Building Process is to create a comprehensive plan for how to invest.
November 05 2020 by Charles Rotblut
The goal of the Individual Investor Wealth-Building Process is to create a comprehensive plan for how to invest.
Portfolio Review Checklist
October 22 2020 by Charles Rotblut
How you review your portfolio has a significant impact on whether you achieve your goals.
October 22 2020 by Charles Rotblut
How you review your portfolio has a significant impact on whether you achieve your goals.
Life Stage Changes Checklist
October 15 2020 by Charles Rotblut
A key part of the portfolio review process is to consider whether your goals and/or tolerance for risk has changed.
October 15 2020 by Charles Rotblut
A key part of the portfolio review process is to consider whether your goals and/or tolerance for risk has changed.
Key Estate Planning Information Worksheet
October 15 2020 by Charles Rotblut
Estate planning is commonly thought of in terms of wills, powers of attorney and trusts.
October 15 2020 by Charles Rotblut
Estate planning is commonly thought of in terms of wills, powers of attorney and trusts.
Retirement Withdrawal Planning Worksheet
September 24 2020 by Charles Rotblut
Retirees using the 4% rule or the AAII Level3 withdrawal approach have a few considerations to take into account.
September 24 2020 by Charles Rotblut
Retirees using the 4% rule or the AAII Level3 withdrawal approach have a few considerations to take into account.
Portfolio Composition and Notes Worksheet
August 20 2020 by Charles Rotblut
It is helpful for investors to keep track of why they are holding certain investments and how they will be monitored. Writing down the specific reasons provides clarity. It also reduces the influence emotions have on the decision-making process about whether to hold or sell.
August 20 2020 by Charles Rotblut
It is helpful for investors to keep track of why they are holding certain investments and how they will be monitored. Writing down the specific reasons provides clarity. It also reduces the influence emotions have on the decision-making process about whether to hold or sell.
Our Revised Risk Tolerance Worksheet
June 11 2020 by Charles Rotblut
We attempted to address these in our first risk tolerance worksheet. After members shared their thoughts and observations with us, we revised the worksheet and its grid for assessing risk tolerance.
June 11 2020 by Charles Rotblut
We attempted to address these in our first risk tolerance worksheet. After members shared their thoughts and observations with us, we revised the worksheet and its grid for assessing risk tolerance.
Assessing Your Risk Tolerance
June 04 2020 by Charles Rotblut
An AAII worksheet designed to help you assess your risk tolerance.
June 04 2020 by Charles Rotblut
An AAII worksheet designed to help you assess your risk tolerance.
Our Five Step-Process for Creating a Personalized Investing Plan
May 28 2020 by Charles Rotblut
An overview of AAII’s new process for helping you build and maintain wealth.
May 28 2020 by Charles Rotblut
An overview of AAII’s new process for helping you build and maintain wealth.
Identifying and Prioritizing Your Financial Goals Worksheet
May 28 2020 by Charles Rotblut
An AAII Worksheet designed to help you organize your thoughts about what your financial goals are and the priority each should be assigned.
May 28 2020 by Charles Rotblut
An AAII Worksheet designed to help you organize your thoughts about what your financial goals are and the priority each should be assigned.