Gift of Stock This Holiday Season | Financial Planner Long Island

Give the Gift of Stock This Holiday Season

Anna Maria Andriotis

But if the point is to get kids interested in investing, seeing a certificate instead of a ticker on a screen can really help, says Steven Rogé, portfolio manager at R.W. Rogé & Company, a wealth management firm. “This helps kids get excited about saving and investing and it teaches them about risk and return,” he says. To minimize fees, consider giving a child a stock certificate for just one share while leaving any additional gifted shares in a custodial account.

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