The Calm Index Investor

About this book

The market slides for three weeks, the headlines get louder, and you start wondering whether to sell, buy more or simply stop looking. The Calm Index Investor offers a plain-English, evidence-based alternative to guessing: own the whole market through a few low-cost index funds, keep costs and taxes down, and let time and steady contributions do the heavy lifting. With worked numbers instead of jargon, you will see what a 1% fee costs over decades, compare funds with an eight-point checklist, choose a stock and bond mix you can hold through a bad year, and build a one-, two- or three-fund portfolio. You will then automate contributions, rebalance by simple rules, fill tax-advantaged accounts in a sensible order (US rules as of 2026, with pointers for the UK, Canada and Australia), and write a crash plan before you need one. The book closes with a one-page investment policy statement, and the fund-comparison worksheet, crash card and annual checklist come as a printable PDF in your library. For first-time investors and anyone whose portfolio has grown too complicated. Education, not advice: no stock picks, no promised returns.

1. 1Printable worksheets & templates (PDF)All appendices of the book as a print-ready PDF.541 KB Buyers only

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