In this episode of the Simplifynance podcast, host Rachel Stewart, financial advisor, talks to Ava Grace about her experience of investing young. Ava is only 10 years-old, in the fifth grade, and already has clear goals for her investments.
● 0:40- Ava Grace is a 10-year old investor with a financial advisor
● 1:25- How did Ava decide to get an investment account
● 1:49- What does Ava think is the hardest thing about investing
● 2:34- What are Ava’s plans for her investments
● 2:56- What has she learned about investing
● 3:58- Why is it important for kids to understand investments
3 Key Points:
1. You’re never to young to learn about investing.
2. Buy low sell high is Ava’s takeaway from her expereince
3. Accept that investments can fluctuate.
- “One of the things I do as a Simplifynance financial advisor is encourage clients to start soon on their plans so they can hopefully finish strong in the end.” –Rachel.
- “I have two things I want to do with it (investment account). Donate to charity, specifically Charity Water, and hopefully go to Stanford.” – Ava.
- “I have one advisor that I talk to every day, and that is my Dad. And the other one I see about every two months.” – Ava
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