Periagoge
Scenario

When couples disagree about switching from index funds to active stock picking

My wife and I have been putting money into index funds for years because it felt safe and simple, but now she wants to try active investing because her brother made a lot of money picking individual stocks, and I think it's gambling but I can't figure out how to say that without sounding like I'm calling her stupid.

More people experience this than they realize.

What we've seen

Different risk tolerances and investment philosophies are creating tension in a partnership that has functioned on consensus.

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 Index funds vs. active investing?”

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.