Beth Botti photo

Beth A. Botti, CFP®, ChFC, CLU, CDFA™

Financial Consultant

California Insurance License #0G24537

 

612 Wheelers Farms Road, Milford, CT 06460

 

Phone:  203-877-6556 Ext. 169

Fax:      203-301-0736

Email: beth.botti@equitable.com

March/April 2018

Teach Your Kids

Teach Your Kids

When it comes to investing, you might want to emulate Warren Buffett, who is one of the world’s most successful investors. Despite his success, he is most comfortable buying equities he understands and whose products he often consumes rather than less familiar companies.


For example, he generally steers clear of stocks of technology firms during their formative years, when they have little history to analyze. Buffett will, however, buy stocks of companies that make products he consumes and understands, such as ice cream or soda pop. This real-world approach can make investing more exciting when teaching your teen how investments work.


Age-Appropriate


The stock performance of a particular company might not move teens. But knowing a company that owns their favorite pizza and food chains, or that another firm powers their smart phones and other devices, may elicit their interest.


If your children are in grade school, using this approach on their level can also help them learn about money. They may, for instance, like movies about their favorite superheroes or animated characters. Work with their interests to help them learn the relationship between these products and the companies that make them. It can trigger an interest that will last a lifetime.


Professional Help


Few people can emulate Warren Buffet’s consistent record of successful investing, not to mention his buying power. But you can rely on asset managers of mutual funds, who specialize in researching and trading shares of companies that make products and services you know and understand. With mutual funds, your children can own shares of companies that even the biggest names in investing own. Talk to your financial professional to learn more.


* Mutual funds involve risk and are offered by prospectus, which you can get from your registered representative. Carefully consider investment objectives, risks, charges and expenses of the investment company before investing. An investment in mutual funds may result in the loss of principal. Past performance won’t guarantee future results.

GE 129810 (9/17)(Exp 9/19)


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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA,SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer - M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this website does not necessarily indicate that the sender is able to transact business in your state. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

GE-6572038.1 (4/24)(Exp. 4/26)

CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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