LibraryScenariosHow generational investment wisdom conflicts with modern research
Scenario

How generational investment wisdom conflicts with modern research

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.

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More people experience this than they realize.

What we've seen

Respect for family tradition clashes with evolved financial understanding.

Ideas that help explain it
Worth thinking about

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

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