Capital markets expert is a 6th grader at Kennedy

Schools - Stock Market Game

Trevor Francis of Kennedy Middle School in Plantsville won the state title in the The Securities Industry and Financial Markets Association’s (SIFMA) InvestWrite essay competition with McGraw Hill Financial.

InvestWrite challenges students in grades 4-12 to analyze an investment scenario and recommend portfolio allocations targeting short- and long-term financial goals. The competition serves as a culminating activity for nearly 600,000 students nationwide who compete in The Stock Market Game program each year.

Francis was one of 20,000 students across the nation who take the InvestWrite challenge each year. Winning essays are chosen through judging by thousands of teachers and industry professionals who evaluate students’ understanding of asset allocation, the stock market, and factors that drive investments as well as their expression of investment ideas in essay form.

“Teaching students at a very young age the basics of finance and the stock market is essential to their broad education and to being well-informed investors later in life,” McGraw Hill Financial President and CEO Douglas L. Peterson in a press release. “As financial markets become more complex and more global, investors of all ages can benefit from learning how to save, spend and earn money wisely—what we call ‘financial essentials.’ We are delighted to support the SIFMA Foundation and congratulate Trevor Francis on this achievement.”

Francis and teacher Elizabeth Sterner were recognized at an event at John F. Kennedy Middle School on Feb. 24.

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