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Investing Specialists

Create an Investment Policy Statement

An IPS helps transition your investment collection to an investment plan.

The following is part of our 21 Days to Improve Your Financial Life special report.

University of Chicago professor Harold Pollack gained some well-deserved attention for his "financial advice on an index card" concept. His basic idea was that a successful financial plan doesn’t have to be--and in fact shouldn't be--overwrought. If you can't distill the basics onto a 4"x6" index card, you're probably overthinking it.

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