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Kids Need Hands-On Lessons to Manage Money

Kids are unprepared for inheritance because families don’t talk about money.

Gifting college-age kids money in a brokerage account is a good start.

To teach kids about taxes, get them to prepare a return by hand while their taxes are simple and still easy.


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Ken’s focus is on investment strategy, research and analysis as well as financial planning strategy. Ken plays the lead role of our team identifying investments that fit the philosophy of the Global View approach. He is a strict adherent to Margin of Safety investment principles and has a strong belief in the power of business cycles.
On a personal note, Ken was born in 1964 in Lexington Virginia, has been married since 1991. Immediately before locating to Greenville in 1997, Ken lived in New York City.

Categorized: Financial Planning