We have a family investment scheme that works for us because we are all working at the moment, and we wanted the kids to learn about that as soon as they could. We thought that it would be a good idea to get them started early, and we are using Laidlaw & Company to get the help that we need. We know that it seems silly to have a family portfolio, but this really works for us.
We are going to keep using Laidlaw & Company after talking to James Ahern and Matthew Eitner with the kids, and they even talked to the kids a lot about how they want to invest for the future. We are all doing out own thing when we are working with Laidlaw & Company, and we all actually have our own brokers. This means that all four of us get to have the services that work for us, and we also get to have real talks with the brokers about what we want.
The next thing that we did was all talk about what we thought we could do with our investments. I am investing for retirement, but my kids are investing for college. My wife is actually investing so that she can start a new business out of the house when she retires. We all have our own goals, and Laidlaw & Company takes that seriously. Everyone who wants to work with them like this is going to see some major improvements in their investments.
I have been happy with Laidlaw & Company from the beginning, and I want to make sure that we keep investing in the right places.