Webinar Wednesdays: Investing Preferences Wrap-Up
by AAII Staff | October 29, 2020
If you missed our Webinar Wednesday on October 28, you can watch it here.
The rules regarding what should be bought for and sold from your portfolio should reflect your investing preferences. AAII Journal editor Charles Rotblut shows you how the Individual Investor Wealth-Building Process can help you do this.
Presentation slides:
https://www.aaii.com/files/images/20201028-WealthBuildingPreferences.pdf
AAII Membership for Just $1! As a thank-you for watching this informative webinar, we would like to extend to you an exclusive attendee trial offer for AAII Membership. Please take advantage of the opportunity to learn from all that AAII Membership has to offer! https://www.aaii.com/store/n1m1
Post-Webinar Notes
AAII Articles
A Process for Creating Your Own Investing Plan
Resources for Checking Out an Adviser or Broker
You May Need a Different Kind of Financial Professional for Retirement
Advice on Evaluating an Adviser From an Industry Veteran
How to Check Out a Financial Advisor
A Worksheet Approach to Selecting a Financial Planner
Coronavirus Returns for Robo-Advisers Expose Differences
Investors Unaware of Cognitive Decline Are Likelier to Lose Wealth
Biology and Life Experiences Influence Investing Style
How to Buy Individual Bonds: A Fixed-Income Toolkit
ESG Equity ETFs
ESG Equity Mutual Funds
Keeping Transactions Clean From the Wash-Sale Rules
Understanding Mutual Fund Fees and Expenses
AAII Resources
Learn & Plan area of AAII.com for all Wealth-Building articles and worksheets
Wealth-Building (AAII Way) Archive
Buffett Hagstrom Screen
My Portfolio
AAII Stock Screens
Model Shadow Stock Portfolio
Mutual Fund Guide
ETF Guide
A+ Investor
AAII Dividend Investing
Stock Superstars Report
VMQ Stocks
Other Resources Mentioned
Finances in the Older Patient With Cognitive Impairment study by Eric Widera et al
CFP Board: Find a Planner
National Association of Personal Financial Planners
“The Essential Buffett,” by Robert G. Hagstrom
EMMA Muni Bond Database
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