- 01
Writing Your Investment Policy Statement
Six chip-pick fields compose your one-page IPS. Sign it. Find it any time in My Playbook.
- 02
Rules for Buying
When new money arrives, the decision is already made. Automation beats discretion.
- 03
Rules for Selling
Selling is the harder trade. Three legitimate reasons. Everything else is panic.
- 04
Rules for Doing Nothing (80% of the Job)
Most days, the right trade is no trade. Most weeks too. Most months. Doing nothing is a skill.
- 05
Your Rebalancing Schedule
You wrote the rule in Stage 18. Now you put it on the calendar.
- 06
Your Review Cadence
Once or twice a year, with intent. The rest of the time, ignore it.
- 07
Life Events That Change the Plan
The market does not change the plan. Your life does.
- 08
What Would Make You Abandon the Plan
Name your weak spots in advance. That is half of defending against them.
- 09
Graduation & Premium Hand-off
You finished the free curriculum. Here is what you mastered — and what comes next.
Capstone
Key terms
Plain-English definitions for every concept in this stage.