fbpx
The Wealth Coach UK +44 (0)333 939 8263
Request a free consultation UK +44 (0)333 939 8263
UK +44 (0)333 939 8263

12.02.2023

Everything you want to know about investing….on an index card

Here’s the index card below.  It went viral in 2013.  Its written by Harold Pollack, a Chicago University professor.  He was interviewed and metaphorically mentioned, “that the best [financial] advice for most people would fit on an index card”.

Its based in the US but the principles remain the same wherever you live.  There is a problem. It’s not the contents, its taking action.  So many times in life we know what to do but simply do not follow through.  It’s one of the reasons we do what we do is to ensure action is taken.

On the back of his comments, he wrote a book.  If you want more information, here the book called “The Index Card: Why Personal Finance Doesn’t Have to Be Complicated”

Connect with us on

< Back to Insights

Featured

12.02.2023
Everything you want to know about investing….on an index card
Here’s the index card below.  It went viral in 2013.  Its written by Harold Pollack, a Chicago University professor.  He was interviewed and metaphorically mentioned, “that the best [financial] advice for most people would fit on an index card”. Its based in the US but the principles remain the same wherever you live.  There is a problem. It’s not the contents, its taking action.  So many times in life we know what to do but simply do not follow through.  It’s one of the reasons we do what we do is to ensure action is taken. On the back of...
Read more
01.02.2023
Wine, Art, Cars, Coins, Watches, Diamonds…
Perhaps the most traditional way of investing into real assets is to buy an investment property. Often investors feel comfortable buying property as its something they can understand. You can visit it. You can touch it.  You can also buy other real assets. Art, Classic Cars and Wine are examples.   Over the last 10 years, according to Knight Frank, classic cars have risen by 334% Wine is up 192% over 10 years. In the last 12 months, art is up 21%.  Last year, a 1956 Aston Martin DBR1, raced by Sterling Moss, was auctioned by RM Sotherby’s for US...
Read more
21.02.2023
Making good financial decisions relies on basics
Investment costs. They are always more than you think they are. Simple arithmetic shows that the more you pay, the less you get. Wealth coaching helps you have a clearer picture of investment costs. Investment performance. Very few individuals have any clear strategy for measuring the performance of their portfolio. Without understanding what you are trying to achieve, it is impossible to be clear if you have been successful or not. Wealth coaching will help you understand more about performance measurement, which in turn can improve your decision making Investment risk. Most individuals tend to summarize their risk as low,...
Read more
Privacy Policy Cookie Policy

The Wealth Coach is a trading name of Murray Round Wealth Management Limited authorised and regulated by The Financial Conduct Authority

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Wealth Coach is a trading name of Murray Round Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Murray Round Wealth Management Limited is entered on the FCA register under reference 194133. Company number 04010289. Registered address 2 Claremont Bank, Shrewsbury, SY1 1RW Telephone: 01743 248018 or email hello@treowe.co. Please note that information on this site should not be viewed as a personal recommendation or solicitation to deal.