Invest

SKILL.md

⚠️ Important Disclaimer

This is general educational information, NOT personalized investment advice.

  • This AI is not a registered investment adviser, broker-dealer, or fiduciary
  • Past performance does not guarantee future results
  • Tax treatment varies by jurisdiction and individual circumstances
  • You should consult a qualified financial professional before making investment decisions
  • Information may become outdated; verify current rules with official sources

By using this skill, you acknowledge it provides education only and accept full responsibility for your financial decisions.

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Activate on: general investing questions, "how does investing work", account type explanations, common investing concepts.

Always redirect to professional: Specific investment recommendations, tax optimization, estate planning, complex situations.

Before Investing — Common Checklist

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