Webinar Wednesdays: Financial Capability Wrap-Up

If you missed our Webinar Wednesday on March 31, you can watch it here.

How can you help instill investing desire and financial know-how into the next generation? The first segment of this episode of The Individual Investor Show gives tips on what you can do to spark loved ones’ interest in investing and further their financial acumen during April, which is National Financial Capability Month. Next, fixed-income specialists Hildy and Stan Richelson reveal the factors that go into creating a bond rating. Finally, we discuss AAII’s investing community and how you can share, participate and learn from your fellow investors, wherever they live. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show.

Post-Webinar Notes

Financial Capability Segment

FINRA for Investors
Leaving a Passion for Investing as a Legacy, by Christine Kieffer, April 2021 AAII Journal
Investing 2020: New Accounts and the People Who Opened Them, study by FINRA and NORC
FINRA’s Learn to Invest tools
The Power of Compounding

Bond Ratings Segment

What Are Bond Ratings and Why Do They Change?, by Hildy and Stan Richelson, March 2021 AAII Journal
Why Buy Bonds If Interest Rates Will Rise?, on the basics of laddering
AAII.com Bond Articles Archive
“Bonds: The Unbeaten Path to Secure Investment Growth,” book by the Richelsons (2nd edition, Bloomberg Press, 2011)
EMMA, source for material events
FINRA Morningstar Bond Market Data Center

AAII Investing Community Segment

AAII Local Chapters
AAII Community
Income Investing Club
Mutual Funds and ETFs Club
Stock Screening Club
Retirement Withdrawals Club
Asset Allocation Club
AAII members interested in being a club moderator, please contact: rreeh@aaii.com
AAII Webinars

Mailbag Segment

AAII Dividend Aristocrats First Cut
AAII High Relative Yield Screen
AAII Weiss Blue Chip Dividend Screen
AAII O’Shaughnessy All-Cap Screen: Value With a Twist