Webinar Wednesdays: Investing in the Young Wrap-Up

If you missed our Webinar Wednesday on April 14, you can watch it here.

How “virtuous” is your portfolio? The first segment of this episode of The Individual Investor Show reveals a First Cut list of promising stocks that incorporate environmental, social and governance (ESG) characteristics. Next, we look at the impact of asset allocation on retirement income using two popular withdrawal strategies. Finally, we preview a special virtual Local Chapter event where a father/son investing team will discuss how to equip the next generation of investors with investment knowledge. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show.

Post-Webinar Notes

Virtue Stocks Segment

Thematic Investing for Virtue Stocks, by Derek Hageman, April 2021 AAII Journal First Cut
iShares MSCI KLD 400 Social ETF (DSI)
The Next Generation of Socially Responsible Investing
Socially Responsible Investing Article Archive
Other First Cut Stocks Articles

Asset Allocation in Retirement Segment

The Impact of Asset Allocation on Retirement Income, by Craig Israelsen, April 2021 AAII Journal
Rebalancing Update: A Revised Allocation Plus Additional Insights
Insights on Using the 4% Withdrawal Rule From Its Creator
Revisiting the Risks of Retirement Spending Rules
How Much Risk Can You Handle and Still Meet Your Goals?
Craig’s Website: www.7Twelveportfolio.com

Equip Young Investors Segment

AAII Local Chapters
Don’t Judge an Index Fund by Its Cover
Leaving a Passion for Investing as a Legacy
Helping Kids and Grandkids Become Investors
How AAII Members Help Kids and Grandkids Get Started With Investing
My Investment Letter: Words of Advice for My Grandchildren
Family and Finances: Start the Dialogue
For More From Gatis & Grayson Roze:
Los Angeles Chapter Father/Son Webinar 4/17 Registration
StockMarketMastery.com
StockCharts.com
“Tensile Trading: The 10 Essential Stages of Stock Market Mastery” (Wiley, 2016)