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10th Graders and Their Money Should Not Easily be PARTED

Our firm is unusual in that we spend a lot of time thinking about how to educate others about money, and what it takes to achieve personal financial well being. Part of this work is selfish in that we believe a better informed investor is more engaged and thus able to make good decisions. We have developed programs that are designed to teach children the fundamentals of money. In addition we are part of the team that takes young adults to Cambridge to delve more deeply into the responsibility of money. Each fall we host a series dedicated to women and investing. All of this is on top of the regular meetings we have with clients, and their family members, that are designed to teach and educate about the markets and money. This past week I was asked to visit an Atlanta inner city school to talk to a group of 10th grade boys about money, debt, and basic financial issues.

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