Using PRISM to Conduct Your Midyear Review: Adapt and Thrive in Ever-Changing Market Cycles

The midyear mark is the perfect time for AAII members to take stock of their financial well-being and stay in touch with chapters.

The midyear mark is the perfect time for AAII members to take stock of their financial well-being. With the AAII PRISM Wealth-Building Process, you can track your progress toward your goals by utilizing worksheets, on-demand webinars and insightful video lessons.

In the midst of a tumultuous bear market, a solid financial plan is crucial for eliminating emotional biases and adhering to a well-thought-out strategy. Here are the top reasons to conduct a midyear review:

The PRISM Wealth-Building Process is tailor-made as a proactive approach to managing your investments with a midyear review.

Ready to dive into the PRISM Community today? Log in to https://community.aaii.com with your AAII member credentials and select the “Join” button next to AAII PRISM Academy or any of the communities you want to explore.

Field Notes From the Chapters

Confession: I sometimes thumb my toothbrush to “remember” whether I’ve done the deed. You, too? Skipped your vitamin D? How about AREDS 2, for those of us who forgot whether we took our daily eye vitamin and doubled down “just to be sure”? Did you ever toss your laundry down the garbage shoot and drop off your garbage at the dry cleaner? (Askin’ for a friend.)

But lose touch with your chapter? Never fear! AAII provides tools to help you stay connected. At the core is the AAII Community itself, whether you stay local or sign up for any of our 33 geographical groups and 12 national special interest groups (SIGs). You can join any and all Local Chapters through your member profile at www.aaii.com/ChapterEmail.

The AAII website also provides links to the chapters on the public home page. Many chapter websites can be located though a simple Google search, and you can monitor all AAII online chapter programs through our Events calendar.

An illuminating webinar can lead you straight into the welcoming arms of the sponsoring chapter.

As the Jets sang in “West Side Story,” “You’re never alone, you’re never disconnected.” Thanks to livestreaming and archived recordings, the sun never sets on AAII. And through our coast-to-coast chapters, our world is your oyster. Pearls of wisdom included! 

—Hollis Wagenstein-Hurturk, AAII Chapter liaison

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