The AAII PRISM Academy "I" - Identifying Your Investment Management Preferences

The American Association of Individual Investors held a live webinar event on Thursday, February 17, 2022, with AAII’s Charles Rotblut and Jenna Brashear.

With more than 30,000 stocks, mutual funds and exchange-traded funds (ETFs), plus thousands of bonds to select from, choosing the right investment for your portfolio can be challenging. Fortunately, there is a simple step you can take to quickly narrow down the investment universe to a manageable list. AAII Journal editor Charles Rotblut will show you how the PRISM Wealth-Building Process helps you identify your preferences and constraints in order to make the process of selecting investments easier.

Watch this webinar and learn:
- How your investment management preferences determine the types of investments you should consider
- The role constraints can have on your investing decisions
- A simple way to focus your search for the right investment

AAII Articles and Resources

PRISM Wealth-Building Process ([ Ссылка ])

8 Factors That Influence Your Investing Management Preferences ([ Ссылка ])

Achieving Greater Long-Term Wealth Through Index Funds, an interview with John Bogle ([ Ссылка ])

Advice on Evaluating an Adviser From an Industry Veteran ([ Ссылка ])

Why Your Financial Adviser Should Be a Fiduciary ([ Ссылка ])

Resources for Checking Out an Adviser or Broker ([ Ссылка ])

Robo-Adviser 2021 Innovations and Performance Drivers ([ Ссылка ])

AAII Tax Guide ([ Ссылка ])

AAII PRISM Academy on Community ([ Ссылка ])

Identifying Your Investment Management Preferences: Lesson 4 ([ Ссылка ])

Wealth-Building Process Toolbox ([ Ссылка ])

Webinar: Gain Confidence in Your Allocation for the New Year With PRISM ([ Ссылка ])

Other Resources Mentioned

BrokerCheck ([ Ссылка ])

Here are the slides from the presentation: [ Ссылка ]

Want more financial education? Learn more about AAII at [ Ссылка ]

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

Using Your Personal Preferences to Find the Right Investment | AAII

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