Last year I presented a speech titled “How the Stock Market Works and Role of CPAs Advising Clients” at our Bring Your Kids to Work day.
My audience were 30 kids ages 6 to 13, and not only did I have a good time, but I view the program as a success since they all paid attention for the half hour I spoke. Since then I presented it at my MBA classes, shared it with other MBA professors who used it and have distributed over 800 speech handouts. I decided to revise and update the handout [slightly] and make it more widely available.
The handout is a short booklet but has all the basic information needed to start investing in the stock market. I tell how to get started and suggest what to buy, not as an investment, but as a way to get started. I explain why businesses need investors, the purpose of the stock market, why people buy stock and what it means. I compare various choices of investing, and ways to invest in stocks, important definitions and the revelation about investing that came to a 12-year-old John D. Rockefeller that provides the whole secret of investing. I also explain what CPAs do and list over 20 questions clients have asked me by way of illustrating what CPAs do in this regard. I feel proud that I was able to condense such serious information into a concise program.
You can get a free PDF of the booklet by emailing me at [email protected]. Just say Stock Market handout as the subject. This booklet is part of a series of speech handouts on the role of accountants, and hopefully I will be adding to it.
If you have any business or financial issues you want to discuss please do not hesitate to contact me at [email protected] or fill out the form below.
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