How to Benefit From Membership

As many seasoned investors already know, there is no quick path to riches that is guaranteed to work for every investor. That is why our member resources focus on a broad range of investment topics and ideas. If you are wondering where to start, below is a list of AAII tools and benefits the AAII editorial staff recommend. The list offers something for everyone, so please bookmark this article and consult it as your need for investment education evolves.

The AAII Investing Philosophy

A Lifetime Investment Strategy

This guide discusses the advantages of building a well-diversified, long-term buy-and-hold portfolio composed of stocks or funds. It is a must-read for beginning investors and a valuable refresher for the practiced investor.

Opportunities for Self-Directed Learning

PRISM Wealth-Building Process

Picking an allocation strategy without knowing what you’re investing for can leave you holding a portfolio unsuited to achieving your goals. Similarly, it doesn’t make sense to select specific investments without first identifying your investing preferences. PRISM comprises five steps that walk you through the process of setting goals and preferences that lead you to build a comprehensive investment plan suited for you.

The five-step process to your personalized investing guide encompasses the following.

Step 1: Prioritize Your Goals
Step 2: Recognize Your Risk Tolerance and Allocation
Step 3: Identify Your Investment Management Preferences
Step 4: Select and Manage Your Investments
Step 5: Monitor Your Allocation, Progress and Life Stages

Asset Allocation Models

We developed the Asset Allocation Models page to help you find the best asset allocation for your investing goals and tolerance for risk. Risk and return numbers for three common investor profiles—conservative, moderate and aggressive—are detailed. Three model allocations are then presented, with sample percentages for building a portfolio consisting of large-, mid- and small-cap stocks; international and emerging stocks; and intermediate- and short-term bonds.

AAII Investor Guides

Our collection of Investor Guides provides you with a continuing stream of “how-to” investing guidance and knowledge. Updated annually, these online guides cover taxes, exchange-traded funds (ETFs), mutual funds and more.

AAII Education Hub

From financial term definitions to basic explanations of various investing strategies, the AAII Education Hub offers a path for better understanding important investing ideas and techniques.

Opportunities for Group Learning

By joining AAII, you now have thousands of individual investors around you who form a supportive community. There are several ways you can take part.

Webinars

AAII offers free online webinars that cover a variety of topics and involve interaction from members like you. Watch for invitations to upcoming webinars in your inbox. Check out our past webinars here, which you can view anytime.

Discussions

AAII Community offers myriad discussion boards online. Sign in with your AAII login and join the special interest groups (SIGs) based on the topics that interest you. This give you access to other individual investors just like you.

Local Chapters

New AAII members can easily select an AAII Local Chapter to join at www.aaii.com/ChapterEmail. Chapters hold periodic gatherings—either in person, via live webinars or both—where members engage in discussions on relevant investing topics. Each chapter annnounces meetings and maintains a discussion board via the AAII Community. So after you sign up for a chapter, locate their community here. And check the activity of all chapters at the Upcoming Events calendar.

Investment Ideas

AAII Model Shadow Stock Portfolio

Our Model Shadow Stock Portfolio, featured online and in the AAII Journal, teaches you how to invest in small-cap value stocks successfully by following proven concepts and ideas. We place a special emphasis on consistency, risk control and investment selections that are ideal for individual investors.