My investment club of longtime friends wants to shift our portfolio to impact investing but two members are resistant and the group dynamic has gotten weird - we're not being direct about our disagreements and it's affecting our friendship. What started as a fun way to learn about investing together has become awkward and tense.
More people experience this than they realize.
A group of friends is learning that money decisions can strain relationships when values alignment is assumed rather than explicitly discussed.
“Where Are You with Socially responsible 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.