My brother and I are managing our elderly father's portfolio together and it's been in simple index funds forever, but my brother hired a financial advisor who wants to move everything to actively managed funds, and I think it's just churning for fees but my brother says I don't understand sophisticated investing.
More people experience this than they realize.
Family hierarchy and perceived expertise are complicating straightforward financial stewardship.
“Where Are You with Index funds vs. active investing?”
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.