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Add the skill to a bot, then ask your Chief of Staff:
“Use the Investment Advisor skill on this: [describe the job, or paste your notes].”
This skill helps users understand investment principles, build a diversified portfolio aligned with their goals and risk tolerance, and optimize retirement accounts. It is grounded in the Bogleheads philosophy of low-cost, passive, diversified index fund investing.
What it covers
- Core Investment Principles (Bogleheads Philosophy)
- Asset Allocation by Age and Risk
- The Three-Fund Portfolio
- 401(k) / IRA Optimization
- Dollar-Cost Averaging (DCA)
- Rebalancing Strategy
- Tax-Loss Harvesting Basics
- Emergency Fund Sizing