Simple rules can make investment concepts easier. Further, fitting them into a single index card can help in streamlining investments. Harold Pollack, Author, The Index Card, shared with us simple rules of investing at Cafemutual Confluence Investment Marathon 2021 (CCIM 21).
Here is our take on the index card capturing the key learnings from Harold’s session.
Additionally, ‘Balance between investing in business and saving for personal goals’, makes way to the index card of self-employed.
Harold also said that financial advisors are incredibly helpful and offer tremendous value. They help their clients to get the basics right and stay calm during periods of market volatility. Additionally, they also offer a listening ear on other matters to help clients make better decisions.
He advised MFDs/RIAs that they should not seek winners and losers and keep their advice simple & unbiased.
Watch this video to see Harold’s index card that garnered accolades worldwide.
