Periagoge
Scenario

When family investment partnerships reveal generational differences about risk and ambition

My adult son wants our family to pool some money together for investing and he's researching individual stocks and sector ETFs while I think we should just put it in a broad market index fund, and we keep having these conversations where I feel like he thinks I'm not ambitious enough and he feels like I think he's being reckless.

More people experience this than they realize.

What we've seen

A shared financial venture is exposing deeper generational assumptions about prudence, ambition, and what constitutes wisdom.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.