Go Beyond Age-Based Allocation Strategies by Personalizing Your Approach

AAII’s PRISM Wealth-Building Process helps you think through the considerations for creating the optimal allocation for you.

The conventional wisdom about allocation is to gradually become more conservative as you age. This means having most of your portfolio in stocks when you are young and most in bonds and cash equivalents when you are older.

We believe individual investors can do better. AAII’s PRISM Wealth-Building Process helps you think through the considerations that w…