Roth IRAs for Kids: What do you need to know?
Many parents (and grandparents, etc.) look for ways to save and invest for their children’s future, and the Roth IRA is one of several...
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Teaching Kids to Buy Stocks:
Stories and Lessons for Grown-Ups
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J. J. Wenrich CFP(R)
- Jun 8, 2021
- 1 min
You Don't Have to Buy the Stock to Talk About the Company...
Talking about the companies your kids interact with can pay dividends in many ways.
J. J. Wenrich CFP(R)
- Apr 29, 2021
- 5 min
Raising Financially Fearless Daughters
I was recently asked the question, "What can parents, teachers and leaders of young people do to get more girls interested in business...
J. J. Wenrich CFP(R)
- Apr 7, 2021
- 6 min
Teaching Your Kids (and Yourself) the Basics of the Stock Market
You’ve probably heard the importance of talking to your kids about money and investing...
J. J. Wenrich CFP(R)
- Feb 11, 2021
- 4 min
Reddit, The Rumor Mill, or Research? Where should one go for investment advice?
The recent media circus surrounding the super-fast run-up and run-down in AMC, GME and a handful of other stocks has put a spotlight on...
J. J. Wenrich CFP(R)
- Dec 30, 2020
- 4 min
Investing and Personal Finance Lessons from 2020
In a truly unbelievable year for the world, it was also a remarkable year for both investors and for how many people look at personal fin...
J. J. Wenrich CFP(R)
- Dec 9, 2020
- 5 min
Resolve to Talk to Your Kids About Money and Investing
The turning of the calendar makes for a good time to share financial lessons with our kids.
J. J. Wenrich CFP(R)
- Nov 19, 2020
- 4 min
Teaching Kids About Money and Stocks While Prepping for Thanksgiving
The “busy-ness” of prepping for Thanksgiving can be a perfect time to sneak some lessons to your kids.
J. J. Wenrich CFP(R)
- Aug 31, 2020
- 1 min
The Math is Easy. The Psychology is Hard.
Money and investing success have more to do with managing your personal psychology and behavioral tendencies than being a math wizard.
J. J. Wenrich CFP(R)
- Aug 12, 2020
- 1 min
Always be Looking Around the Corner
One of my key reminders to myself in investing is to always be looking around the corner.
J. J. Wenrich CFP(R)
- Aug 3, 2020
- 2 min
New Blog Post + New Investment Game
Hello Friends, We have a new blog post up on the website titled "The Rosetta Stone of Financial Ratios". If you've read the book, this...
J. J. Wenrich CFP(R)
- Jul 10, 2020
- 3 min
The Rosetta Stone of Financial Ratios
What’s the P/E Ratio?
It stands for Price ÷ Earnings, which actually means “Price per share ÷ Annual Earnings per share”.
J. J. Wenrich CFP(R)
- Jul 7, 2020
- 4 min
Business is Happening All Around You
A good way to introduce your kids to the idea of the stock market, is to begin by talking about the businesses they see every day.
J. J. Wenrich CFP(R)
- Jul 2, 2020
- 4 min
One Investor’s Sell Stop Order is Another Investor’s Buy Limit Order.
For new investors, the different “order types” when buying or selling stocks can be confusing. This post will break some of the basics.
J. J. Wenrich CFP(R)
- Feb 23, 2020
- 1 min
Personal Finance Class for Teens
We are excited to share that J.J. will be teaching a FREE 3 session Personal Finance class for teens on March 17, 24, and 31 in San Clemente
J. J. Wenrich CFP(R)
- Feb 3, 2020
- 11 min
Story, Numbers, Expectations. An Intro to Stock Picking
Anyone can pick a stock. A monkey with a newspaper and a dartboard can pick a stock, or so I’ve been told...
J. J. Wenrich CFP(R)
- Jan 26, 2020
- 3 min
January 23rd, 2020 Email to Subscribers
J. J. was listening to Jim Cramer on CNBC while driving when he heard a 6 year old girl and her dad call in to the show to ask about Disney
J. J. Wenrich CFP(R)
- Jan 26, 2020
- 2 min
Money $kills for Your Kids
Someone once told me, if you want to keep kids from drowning, don’t put a lifejacket on them, teach them to swim....
J. J. Wenrich CFP(R)
- Jan 14, 2020
- 1 min
January 14th, 2020 Email to Subscribers
The S&P 500 Index was returned 30.4% in price and over 2.5% in dividends (reinvested) from January 1st to December 31st 2019.
J. J. Wenrich CFP(R)
- Dec 9, 2019
- 3 min
Leading by Example: The Stock Market Program at Big Shoulders Fund
Just like farming, both teaching and investing can be stressful endeavors...
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