LibraryScenariosWhen couples disagree on active versus passive investing
Scenario

When couples disagree on active versus passive investing

My partner wants us to invest in individual stocks because they think they can beat the market but I want to stick with index funds and every conversation about it ends with them feeling like I don't believe in their abilities.

Zera
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More people experience this than they realize.

What we've seen

A financial decision has become entangled with questions of respect, capability, and trust in the relationship.

Ideas that help explain it
Worth thinking about

“Where Are You with Stock market investing for individuals?”

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