Learn & Plan
THE PRISM WEALTH-BUILDING PROCESS
The PRISM Wealth-Building Process provides a framework for aligning your investment decisions with your goals. Following the five steps of PRISM empowers you to create a personalized investment plan and gives you the confidence to follow it.
To take full advantage of the PRISM process, click here to access the PRISM Wealth-Building Process Academy. This AAII member benefit uses videos, tools and interaction to help you create your wealth-building plan.
Allocation
YourProgress and
Life Stages
Portfolio as
Necessary Revise as
Necessary
WEALTH-BUILDING PROCESS RESOURCES
LEARN & PLAN RESOURCES
PRISM Wealth-Building Process
We first gave AAII members a process for achieving their financial goals in June 2020. The framework was built around five sequential steps: defining goals, determining an appropriate allocation, identifying investing preferences, selecting investments and monitoring progress.
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PERSONAL FINANCE
The midyear financial checkup thread in the Allocation Strategies Community sparked a lively, opinionated exchange among AAII members with wildly different philosophies. The discussion followed an article published in the July 2026 AAII Journal, “It's Time for Your Midyear Financial Checkup” by Sam Levine, CFA, CMT.
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RETIREMENT
A retirement-savings formula offering a single target has been catching the attention of Gen Z and millennial investors.
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