Webinar Wednesdays: The AAII Way Wrap-Up
by AAII Staff | July 02, 2020
If you missed our Webinar Wednesday on July 1, you can watch it here.
The AAII Way is a new initiative to help you create a comprehensive investing plan that can be your guide for making investing decisions. A series of simple worksheets provide a framework for building a plan that addresses your personal needs and goals. As the project evolves, we’re asking for member input to ensure the tools are practical and viable for the average investor. Charles Rotblut explains the project and shares with you what we’ve created so far.
AAII Membership for Just $1! As a thank-you for watching this informative webinar, we would like to extend to you an exclusive attendee trial offer for AAII Membership. Please take advantage of the opportunity to learn from all that AAII Membership has to offer! https://www.aaii.com/store/n1m1
Presentation slides:
https://www.aaii.com/files/images/20200701-Introducing-The-AAII-Way-Webinar.pdf
Post-Webinar Notes
AAII Articles
My Personal Portfolio Four Months After Correction
Adherence to Rules Helps Model Shadow Stock Portfolio’s Performance
A Process for Creating Your Own Investing Plan
Comparing the Five Major Categories of Stocks
Vanguard’s Dynamic Spending Strategy for Retirees
A Fresh Look at Defined-Maturity Bond Funds
The Benefits and Costs of Long-Term Care Insurance
Optimizing Retirement Withdrawals Using the Level3 Strategy
The AAII Way Worksheets:
Identifying and Prioritizing Your Financial Goals Worksheet
Our Revised Risk Tolerance Worksheet
AAII Related Resources
Shadow Stock Portfolio
A Lifetime Strategy for Investing
Investing and Basics…and Beyond
Investing at Level3 by Jim Cloonan
Charles Rotblut Weekly Investor Update
The AAII Way Archive
AAII Journal
Send AAII Way Feedback to journal@aaii.com or charles@aaii.com
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