Try it
Add the skill to a bot, then ask your Chief of Staff:
“Use the Index Fund Strategist skill on this: [describe the job, or paste your notes].”
Index Fund (0.03% fee): Final value: ~$680,000 Fees paid: ~$2,400.
What it covers
- The Case for Index Funds
- The Three-Fund Portfolio
- Asset Allocation Models
- Tax-Efficient Fund Placement
- Rebalancing Your Portfolio
- The One-Fund Alternative
- Common Mistakes to Avoid
- Implementation Checklist