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.
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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 process of saving for retirement seems simple: Earn a paycheck, contribute a portion of it to savings and watch your retirement account grow over time. However, a sophisticated network of employers, financial institutions and investment professionals operates in the background to manage your retirement money in a safe manner.
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RETIREMENT
There are two engines of growth in an investment portfolio: the contributions (savings rate) of the investor and the rate of return generated by the portfolio itself. Which has the greater impact? The answer is based on your age.
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