Webinar Wednesdays: Creating Your PRISM Wealth Plan Wrap-Up
by AAII Staff | June 17, 2021
If you missed our Webinar Wednesday on June 16, you can watch it here.
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.
Presentation slides: https://www.aaii.com/files/images/20210616-PRISM-WBP.pdf
Post-Webinar Notes
PRISM Wealth-Building Articles
Why Your Goals Should Drive Your Investment Decisions—January
How Much Risk Can You Handle and Still Meet Your Goals?—March
The Building Blocks of a Successful Portfolio Allocation—April
8 Factors That Influence Your Investing Management Preferences—May
Populating Your Portfolio Based on Your Allocation and Preferences—June
AAII Journal Articles
Stock Market Retreats and Recoveries
How to Check Out a Financial Advisor
Why Your Financial Adviser Should Be a Fiduciary
Advice on Evaluating an Adviser From an Industry Veteran
Resources for Checking Out an Adviser or Broker
The Sell Decision With Mutual Funds: Knowing When to Walk Away
Using Sell Signals to Improve Results
When to Sell Stocks to Cut Your Losses
Model Shadow Stock Portfolio Articles
AAII Resources
PRISM Wealth-Building Process with worksheets
Risk Assessment Worksheet
What Type of Investor Are You? Worksheet
“Investing at Level3,” by James Cloonan
AAII Asset Allocation Models
AAII Model Portfolios
AAII Stock Screens
Other Resources Mentioned
SEC Check on Advisers
NAPFA Find an Adviser
FINRA BrokerCheck
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