Webinar Wednesdays: AAII Way Wrap-Up
by AAII Staff | August 27, 2020
If you missed our Webinar Wednesday on August 26, 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. In this update, Charles Rotblut will shows you what we’ve created so far and how it fits into an actionable plan for growing and managing wealth.
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/2020-08-26-AAIIWayAssetAllocation.pdf
Post-Webinar Notes
AAII Articles
The AAII Way Worksheets
Charles’ Latest Weekly Investor Update Email
Investor Update Archive of Past Emails
The Changes Being Made to AAII’s Asset Allocation Models
Insights on Using the 4% Withdrawal Rule From Its Creator
Revisiting the Risks of Retirement Spending Rules
Five Major Considerations for Early Retirement
Basic Truths About Asset Allocation: A Consensus View Among the Experts
A Fresh Look at Defined-Maturity Bond Funds
Level3 Passive Portfolio
Model Shadow Stock Portfolio
Should You Maintain an Allocation to Bonds When Current Rates Are Low?
Bonds Have a Role Even With Current Interest Rates
Income Investing Suggestions for Record Low-Yield Environment
An In-Depth Look at the Tax Consequences of Asset Location
Other AAII Resources
AAII Asset Allocation Models
“Investing at Level3” by Jim Cloonan
My Portfolio tracking tool
Books Mentioned
“The Intelligent Investor” by Benjamin Graham
“The Undoing Project” by Michael Lewis
SBBI Yearbook by Roger Ibbotson
“Bonds: The Unbeaten Path to Secure Investment Growth,” Second Edition by Hildy and Stan Richelson
“The Bond Book,” Third Edition by Annette Thau
Discussion
K S from CO posted over 5 years ago:
I will try this means to get a response from AAII, since all other attempts and inquiry vectors have not been acknowledged beyond the regular auto-responders. How will existing services be credited if one signs up for the Platinum service? Lifetime membership doesn't seem to address this situation automatically. John's "let not make price an issue" offer doesn't really address the issue either. Second, I've been waiting for an appropriate response related to the A+ service since Feb 1 - no valid response or acknowledgment. How will any Platinum service subscription, under any offer be treated differently? Basic questions, but without answers, why would we sign up for more unknowns?
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