Webinar Wednesdays: The AAII Way Q&A Wrap-Up
by AAII Staff | October 01, 2020
If you missed our Webinar Wednesday on September 30, you can watch it here.
Have a question about developing a personal plan for building and managing wealth? Want a longer explanation of how to best use one of the worksheets we’ve developed so far as part of The AAII Way project? Charles Rotblut took the time to answer member questions live during this event.
Presentation slides:
https://www.aaii.com/files/images/20200930AAIIWayQuestionsandAnswers.pdf
Post-Webinar Notes
AAII Articles
The AAII Way Worksheets
Charles’ Latest Weekly Investor Update Email
Investor Update Archive of Past Emails
The Portfolio Review: Why It Is Important and How to Do It
Basic Truths About Asset Allocation: A Consensus View Among the Experts
Best Practices for Portfolio Rebalancing
Using the Power of the Written Word to Improve Your Returns
The Changes Being Made to AAII’s Asset Allocation Models
Using the Bucket Approach With Your Retirement Portfolio
Comparing the Five Major Categories of Stocks
Bonds Have a Role Even With Current Interest Rates
Revising Our Asset Allocation Models
Retirement Planning: Focus First on Covering Fixed Expenses
Retirement Portfolio Survival: A 90-Year Study
Optimizing Retirement Withdrawals Using the Level3 Strategy
Strategies for Managing Required Minimum Distributions
Considerations for Roth IRA Contributions and Conversions
Getting a Start With Dollar-Cost Averaging
AAII Resources
AAII Asset Allocation Models
Model Shadow Stock Portfolio
My Portfolio tracking tool
AAII Stock Screens
“Investing at Level3” by Jim Cloonan
Other Resources Mentioned
Discussion
No comments have been added yet. Add your thoughts to the discussion!
You need to log in as a registered AAII user before commenting.
Create an account