Financial Responsibility for all ages

Thank you to the Heritage Academy for inviting our team member, Doug Cole, to teach students in the Financial Applications class the importance of financial responsibility. Doug discussed a variety of topics ranging from compound interest, the benefits of saving and investing, liquidity in the market, investment allocation, and the difference between cash, stock, and bonds and how each asset allocation has its own purpose. Thank you, Doug, for sharing some of your knowledge with these intelligent young students!