Periagoge
Scenario

How families make inherited investment decisions together

My siblings and I inherited some stock from our dad and we all have different ideas about when to sell, but I think we're all just picking arbitrary price targets based on round numbers instead of actually analyzing what the company is worth or what we need the money for.

More people experience this than they realize.

What we've seen

You're using mental shortcuts and round number anchoring instead of developing a rational investment strategy based on actual needs and analysis.

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 Behavioral economics — biases in financial decisions?”

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.