Periagoge
Scenario

When new business partners disagree about professional investment management

My business partner and I are setting up our first real investment account for the company and I want to stick with low-cost index funds because I've read it's the smart long-term play, but he's convinced we need an active manager because 'that's what real businesses do' and I'm worried we're making a decision based on what feels professional rather than what makes sense.

More people experience this than they realize.

What we've seen

Competing definitions of business legitimacy are driving financial decisions away from practical considerations.

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.