My father always managed his own stock portfolio and did well, but everything I read now says index funds are better and I feel like I would be disrespecting his approach.
More people experience this than they realize.
Respect for family tradition clashes with evolved financial understanding.
“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.