LibraryScenariosWhen workplace culture influences couples' investment philosophy
Scenario

When workplace culture influences couples' investment philosophy

My wife and I have been investing in index funds for our retirement but she just started a new job where everyone talks about their active trading wins, and now she feels embarrassed about our boring strategy and wants to prove we can beat the market too, but I think we're fine where we are.

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More people experience this than they realize.

What we've seen

External social pressure is challenging a couple's established financial values and creating internal conflict.

Ideas that help explain it
Worth thinking about

“Where Are You with Index funds vs. active investing?”

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