Soundview Executive Book Summaries

What Can Your Kids Do?
November 6, 2008, 12:56 PM
Filed under: Investing, Uncategorized | Tags: ,

According to John Wiley & Sons’ Winter 2009 business catalog, we can finally have something else than the Jeff Foxworthy-hosted Are You Smarter Than a 5th Grader? to makes us feel a little dim between the ears. Due out in April, author and founder of Wealth Logic LLC, Allan Roth brings us the story of his eight-year old son Kevin in How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn.


In second grade my children were in Little League and Girl Scouts … not learning how to invest and diversify their stock portfolios!


Roth shares the story of how he was able to teach his son simple, common sense techniques and strategies for investing. Wiley’s catalog copy mentions that Roth and his son share “fresh, new approaches to investing, along with some of the tried-and-true existing but rare approaches.” Though this book might not be groundbreaking, it seems to be an enjoyable read, and if the investing techniques are so simple that a child can understand and follow them, then I’m sure many of us could benefit from them as well. Considering the fact that Roth’s company advises clients with portfolios ranging from $10,000 to $50 million, I feel it’s safe to say he has the credentials.


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