My financial advisor keeps pushing actively managed funds with high fees while I read everywhere that index funds outperform them, but I cannot bring myself to fire him because he helped my family through my father's death.
More people experience this than they realize.
Emotional attachment to a helpful relationship is overriding rational financial decision-making.
“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.