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book2016

The Index Card

Disciplines:
investing
finance/personal finance
simplicity
self-help/advice

Summary

Helaine Olen and Harold Pollack's 2016 argument — that all sound personal financial advice fits on a single index card — nine simple rules covering spending, investing, and insurance that outperform most professional advice.

Core Contribution

Creates the anti-complexity personal finance argument — The Index Card's premise (that nine rules — max 401k, buy index funds, don't carry credit card debt, etc. — captures 95% of sound financial advice) challenges the entire financial advice industry by making it unnecessary.

Historical Influences

John Bogle Pound Foolish

Intellectual Lineage

Helaine Olen and Harold PollackPortfolio/Penguin

Allied Works

The Little Book of Common Sense Investing I Will Teach You to Be Rich

Contemporaries & Peers

No recorded contemporaries.

Minds Influenced

Personal finance simplicity movement

Intellectual Posterity

The Index Card Personal finance anti-complexity

Discussing

The Index Card

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