Pollack’s Index Card

original article on WashingtonPost.com

  1. Max your 401(k) or equivalent employee contribution.
  2. Buy inexpensive, well-diversified mutual funds such as Vanguard Target 20xx funds.
  3. Never buy or sell individual security. The person on the other side of the table knows more than you do about this stuff.
  4. Save 20% of your money.
  5. Pay your credit card balance in full every month.
  6. Maximize tax-advantage savings vehicles like Roth, SEP and 529 accounts.
  7. Pay attention to fees. Avoid actively managed funds.
  8. Make your financial advisor commit to a fiduciary standard.