My siblings and I inherited our parents' investment accounts and they're all in index funds, but my brother wants to hire a financial advisor to actively manage everything because he says that's what successful people do, and I feel like he's saying our parents weren't sophisticated enough to know what they were doing.
More people experience this than they realize.
A financial decision has become a referendum on family identity and respect for the deceased.
“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.