Coca-Cola DRIP UTMA Age of Maturity

My Youngest Sister’s Coca-Cola UTMA Matured: A Celebration Dinner

At long last, the day has arrived.  My youngest sister, twelve years my junior, turned 21.  This means the UTMA gift I made to her through an initial birthday transfer of a framed share of The Coca-Cola Company, and that my parents largely funded via the Coca-Cola Direct Stock Purchase Plan by kicking in $25 to $50 per month after…

How Joe Campbell Found Himself $106,445.56 In Debt to His Broker in a Matter of Minutes Because He Didn’t Understand the Risks of Shorting Stock

One of the major themes running through my body of work, both on this site and at Investing for Beginners, can be summed up in the statement, “Know your risks”. I hammer it home all the time; “risk-adjusted return”, talk about remote-probability events, explaining how much of wealth building is learning to “tilt probabilities in [your] favor”, admonishment to never invest in something you don’t fully understand and couldn’t explain to a Kindergartener in a couple of sentences. Consider this real-life tragedy a morality tale that can help you protect your own family.