Just refer to the card
As anyone that’s dealt with financial services firms understands, getting good advice about what to do with your money, or your organization’s investment funds, is extremely hard to find. But that’s largely because everyone’s trying to rip you off. The truth is that all you need to know about complicated financial planning fits on to one index card. And when you’re dealing with Wall St., the best advice is usually free and offered by someone without a stake in the deal.