Master Library

Website links, comments and resources from the April 4, 2022 Westside Financial Planning Subgroup meeting.

The PRISM Academy Webinar: Selecting and Managing Your Investments 

The American Association of Individual Investors held a live webinar event on Thursday, March 31, 2022, with ...

Selecting and Managing Your Investments - Lesson 6
Finding the right stock for your portfolio doesn't have to be difficult. We've compiled a checklist of every AAII resource we offer ...

How to Narrow Down the Stock Universe Checklist
Selecting and Managing Your Investments - Lesson 5


There over 5,000 exchange-listed stocks listed on U.S. exchanges, so how do ...

Selecting and Managing Your Investments - Lesson 4

Buy and Sell Guidelines for Funds PDF

Selecting and Managing Your Investments - Lesson 3
AAII Resources Checklist for Funds

AAII Asset Class Heat Map (2012-2021)

Click the attachment below to view the asset class heat map pdf.

Asset Class Group Performance: Large Caps Lead in 2021
by Charles Rotblut ...

The PRISM Academy - Selecting and Managing Your Investments

The following worksheet is intended to help you think through the various considerations about how your portfolio will ...

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 ...