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Thanks for another great year! Read all about Stocks in the Future's end-of-school-year happenings in our Spring 2015 e-News.
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Thank you for another great year!

SIF has lots of things to celebrate! More than 200 eighth graders completed our financial literacy program last month. We continue to grow in the number of schools and students we serve, and in the quality of our community partnerships. We are hearing from program alumni that our curriculum has impacted their lives far beyond their middle school years.

We invite you to read about all of the above and more in our final e-news issue of the 2014-15 program year. Come celebrate with us and make a difference in students' lives as we plan to make great strides in 2015-16!

Don’t Be Fooled By Her Shy Smile, This 13-Year-Old Is All Business When it Comes to Investing


by Bill Atkinson, Stocks in the Future Board of Directors

 

Don’t be fooled by Bethany’s disarming smile and shy demeanor. When it comes to making the right investments this 13-year old is all business and could be one of the best young stock and mutual fund investors in Baltimore City.

As an eighth grader at Hampden Elementary/Middle School Bethany and her team beat out nearly 30 classmates in May in the Stocks in the Future Capstone Project, which was designed by Baltimore-based mutual fund giant T. Rowe Price Group Inc. specifically for the SIF students.
 
With $100,000 in make believe money Bethany and her team designed a mutual fund of 173 stocks that grew 6.8 percent in just four weeks to $106,877. Her closest competition was a full 2.5 percentage points behind.
 
The same month, she competed against 230 eighth graders at the Stocks in the Future 8th Grade Rally at the Enoch Pratt Free Library in Baltimore City taking first place and a $100 prize after putting together the highest performing portfolio. Read the full article

2nd Annual SIF 8th Grade Rally and Finance Fair a Success!


On May 20th, more than 200 students representing six middle schools celebrated completing the Stocks in the Future program at our 2nd Annual Eighth Grade Rally at the Enoch Pratt Free Library.

Prior to the program held in the library’s auditorium, SIF hosted a Finance Fair where students’ class research projects on various Maryland-based, publicly traded companies were on display.  

SIF Executive Director Rebecca Lange-Thernes kicked-off the rally by leading students in a rousing chant of its theme, “Hard Work Will Result in Positive Change!”

Tech entrepreneur Luke Cooper, Co-Founder and CEO of Peach, provided the keynote speech where he shared personal anecdotes about opportunities and experiences as a teen shaping the person he is today. Luke impressed upon his young audience that they will encounter things in life that are not fair, but they have the ability to choose how they will react to events. He echoed the rally’s theme by telling students to “lace their tennis shoes up tight” and prepare to put in the hard work necessary to succeed in high school and beyond.

WBAL-TV reporter and Stocks in the Future Board member Jayne Miller returned for her 2nd year as emcee, and presented the Finance Fair’s first place and runner up prizes to classes at Fallstaff EMS and Violetville EMS, respectively. Representatives from each class joined Jayne on stage for an interview, giving the winning eighth-graders opportunity to summarize their research projects for their peers. 

Finally, we recognized the top “SIF Dollar” earners from all 8th grade classes and the leading overall earner, Bethany from Mr. Chacona’s class at Hampden EMS. 

Congratulations to all of our 8th grade students - we wish them the very best in high school as they continue to make positive changes by investing in their financial futures and themselves!
SIF Attendance Contest

Winners Provided an Unforgettable Experience at Towson University
 

On June 12th, Fallstaff Elementary/Middle School students from Ms. Ventre’s seventh grade SIF class visited the T. Rowe Price Finance Lab at Towson University. They were given access to Bloomberg Stock Screening Software and participated in an activity led by Merrie Zhang and several others from T. Rowe Price’s Investment Fellowship Program.

The group showed students how to use the Bloomberg Software and tested their knowledge of our curriculum.

Students were impressed with the lab’s large monitors and tickers as they navigated the site, researched the stock performance of several companies, read about company executives, and compared companies to the industry average. They were equally fascinated to learn that one can research celebrities, sports figures, politicians – anyone who has created a Bloomberg Profile.                                                               

The lab session ended with a question and answer period with the T. Rowe Price fellows. Fallstaff students had many questions about the fellows’ college experiences and how they became interested in finance. A big thank you to T. Rowe Price for sponsoring the trip and to the T. Rowe Price Investment Fellowship Program for taking the time to not only lead the session, but share personal stories with the kids!

Photo: Ms. Ventre's class tours Towson University's campus following their time at the T. Rowe Price Finance Lab (pictured in our e-News banner).

Congratulations to the SIF Alumni Class of 2015!

Four recent high school grads open up about their experiences with our program


This time of year, we receive many inquiries from SIF Alumni who want to transfer their SIF portfolio into their own personal account. Before we make the transfer, students must be 18 and show us a copy of their high school diploma. Ilysia, Malik, Ashley and Micah are examples of students who contacted us this spring to start this process.
Name: Ilysia
Current SIF Portfolio Value: $585.00
Number of Years in the Program: 3
High School: St. Frances Academy
Middle School: Barclay MS
Why I Value SIF: More than just being a manager of money, I learned to be an investor. It takes patience and I definitely learned that patience is the key when working with the stock market. Although it could be challenging having my own dad as my SIF instructor, he taught me a lot! He made me work hard and I’ve come to appreciate it. Nutrisystem has been a great stock to follow and I’m glad I invested in it.
Advice to Current SIF Students: Learn to be patient in investing. Don’t be in a rush to spend your money. Invest in the long term and you’ll earn more value!
Future Plans: This fall, Ilysia is attending Bloomfield College on a full scholarship. She received both an athletic scholarship and the college's Presidential Scholarship. She is thinking of either majoring in math or nursing.
Name: Ashley
Current SIF Portfolio Value: $313.98
Number of Years in the Program: 2
High School: Baltimore Polytechnic Institute
Middle School: Barclay MS
Why I Value SIF: I haven’t had anything like SIF during my high school years. I remember learning how to be a good investor, the importance of diversifying stocks, following stock market trends and the importance of really understanding a product before you invest in it. I plan to hold on to my SIF investments for the long run and will consider purchasing other stocks that are not SIF companies.
Advice to Current SIF Students: It’s a great program! Don’t take it for granted and keep investing!
Future Plans: This fall, Ashley is headed to Salisbury University, majoring in communications.

 
Name: Malik
Current SIF Portfolio Value: $241.12
Number of Years in the Program: 3
High School: Chesapeake HS
Middle School: Deep Creek MS
Why I Value SIF: I took an Economics class during my senior year in high school. Everything I learned in that class, I already learned from SIF. My Econ teacher was also my wrestling coach. We would stay after practice and discuss the stock market. You definitely have a “leg up” in financial literacy. I will most likely keep investing and hopefully invest in companies that support the Marines such as Smith & Wesson or Remington.
Advice to Current SIF Students: Try to take advantage of this wonderful program. It’s a great way to learn about the stock market and businesses.
Future Plans: In July, Malik will attend boot camp at Parris Island, N.C., followed by a year-long deployment. After his military service, he will attend college to study computer engineering. 


 
Name: Micah
Current SIF Portfolio Value: $336.51
Number of Years in the Program: 3
High School: Winter's Mill HS
Middle School: East MS
Why I Value SIF: I liked SIF because it was very engaging and I learned a lot about how stocks worked. This information will help me as I study politics in college and learn about the global economy. I’ll hold on to my investments for the long term. Disney has done very well for me!
Advice to Current SIF Students: Continue to check your portfolio through the duration of the program and talk to SIF staff and students to stay in the loop. It’s a good program and I retained a lot - you can too!
Future Plans: This fall, Micah will attend George Mason University, majoring in global affairs/government and international politics. He wants to work at the United Nations and run for Congress.
On June 10th, Maryland Comptroller Peter Franchot was keynote speaker at Violetville Elementary/Middle School’s 8th grade graduation ceremony. Because the entire Violetville Class of 2015 also participated in SIF this year, Mr. Franchot was invited by SIF teachers Mr. Krebs and Ms. Steirer to address students, their family and friends.

Mr. Franchot reminded students about the importance of financial literacy and how lucky they are to be a part of Stocks in the Future. He explained, “You now have a leg up in knowing how to manage your money and understanding the stock market. You should be very proud of your accomplishments.”

SIF recognized Mr. Franchot for his involvement in developing financial literacy standards for the State of Maryland. Thank you, Mr. Franchot, for taking time out of your busy schedule to visit a SIF school!
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