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…

I’ve Published Six New Investing Articles Over at

Aaron and I have been so busy with the upgrades to the sporting goods business, which should be done in another 7 to 10 business days if all goes according to plan and the re-platforming is completed without a hitch, as well as laying the groundwork for the new wealth management business we’re launching so people can invest alongside us (which some of you sussed out but on which I have not, yet, commented as we are still working through the specific fee structure, terms, and conditions on which we are willing to accept private clients who want me to allocate their money, which we need to have set in stone before we file the regulatory paperwork), I haven’t had much time to write after publishing that 6,100 word post on investing in the oil majors.

Josh and Aaron Grilling Chicken and Vegetables at Night

Night Grilling and 11,869 Words of New Content at on Trust Funds, Teaching Kids About Money, and Investing Wisely

It’s evening here and we are having dinner a bit late.  Aaron grilled skinless bone-in chicken along with fresh onions and Anaheim peppers (the latter of which my father-in-law grew in his garden, kindly supplying us with a cache that will take us quite awhile to get through) after he came back from a run while I’m working…