Periagoge
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.

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.

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 Stock market investing for individuals?”

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.