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We make it simple for everyone to invest easily and sensibly.
All too often, people over-complicate the investment process. Our goal is to break down investment myths and concepts to help individuals make sound long-term investment decisions. Your financial future starts here.
Low Minimums
Investing doesn’t have to feel out of reach for you financially. At Monetta, you can start with as little as $100 with an automatic investment plan of $25 or more per month.
Built-In Diversification
The Monetta Young Investor Growth Fund consists of a highly diversified “passive” component together with an actively managed component that consists largely of companies that are household names. The Monetta Fund is a classic “stock-picking” fund focused on large-cap growth companies.
Commitment to Education
The earlier you start an investment portfolio, the longer your money can work for you. It’s time in the market, not timing the market, that matters. We provide ideas and resources for people of all ages to get started and keep making progress.
What are your savings goals?
Learn how the Monetta Young Investor Growth Fund combines active and passive components and why it may be a fit for you.
First-time investors
- Low minimum investment
- Diversified investment choices
- Easy application process
Saving for college
- Low minimum investment
- Automatic investment plan
- Tuition rewards program
Saving for retirement
- Core investment holding
- Tax-deferred options (IRA)
- Automatic investing/ withdrawal options
Legacy investing
- Low minimum investment
- Interactive educational program
- A gift that could last a lifetime
Current Issue
- This quarter our Featured Article, “’Congress…We have a problem.’ Debt is out of control!” examines the government’s budget and how it handles its rising debt issue.
- This quarter’s Successful Entrepreneur is Rose Blumkin, also known as Mrs. B, a Belarusian immigrant who ran a used clothing store with her husband before borrowing $500 to open the largest home-furnishing store in America, Nebraska Furniture Mart. A renowned businesswoman, Mrs. B continued working well into her 90s even after she sold her business to famous investor Warren Buffet.
- This quarter’s Investment Lesson teaches us how to prepare for a job interview.
And don’t forget the Laugh Studio and quarterly puzzle for young investors! Unscramble the circled letters and email us the answer at info@monetta.com to be entered into a drawing to win a $10 Target Gift Card. (Entries must be received by September 1, 2021).
Click here to view the PDF version of Monetta MoneyTalk Family Edition.
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