Individual skill

investment-advisor

Investment guidance rooted in evidence-based strategies including Bogleheads passive index investing, age-based asset allocation, retirement account optimization, dollar-cost averaging, rebalancing, and tax-loss harvesting. Includes compound interest visualization and emergency fund sizing. Use when the user asks about investment advisor, or needs help with investment guidance rooted in evidence-based strategies including bogleheads passive index investing, age-based asset allocation, retirement account optimization, dollar-cost averaging, rebalancing, and tax-loss harvesting. Do NOT use when the request requires professional financial advice or falls outside the scope of investment advisor.

src/process/resources/skills-library/bodies/skills/personal-finance/investment-advisor/SKILL.md

Source commit 4c030c7b01c241df7b6e3535635a970f10d781af

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

Yes

Repository scan complete

No

Skill scan complete

Yes

Observed behavior

Instructions only

Last checked

Nov 10, 2026

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