October 1, 2023 This quarter, our Featured Article looks at investment lessons from the 1993 movie “Groundhog Day.” This quarter’s Successful Entrepreneur is Lional (Leo) Messi, the famous Argentine soccer player. Leo never let his small size hold him back, and he went on to win numerous titles at FC Barcelona and a World Cup with the Argentina national team. This quarter’s Financial Life [...]
July 1, 2023 This quarter, our Featured Article considers the question “Is artificial intelligence (AI) creating a better world to live in…or bringing the end of mankind?” This quarter’s Successful Entrepreneur is Arnold Schwarzenegger, the famous body builder, actor and governor of California. His advice to young adults was to remember six rules: Trust yourself, Break some rules, Don’t be afraid to fail, [...]
April 1, 2023 This quarter, our Featured Article asks if you would have signed Willy Wonka's Terms & Conditions and explains why it's important to read online disclosures. This quarter’s Successful Entrepreneur is Roald Dahl, the author of Charlie and the Chocolate Factory, Matilda, and many other children's books. He believed that a person's imagination can be sparked from everyday things. This quarter’s Investment Lesson discusses [...]
January 1, 2023 This quarter, our Featured Article explains how to look out for the common signs of a scam and keep your personal and financial information safe. This quarter’s Successful Entrepreneur is Bernie Marcus, the founder of Home Depot. Marcus credits his success to his parents, who taught him the importance of being optimistic and forward-thinking. This quarter’s Investment Lesson asks if greed is [...]
Dec 8, 2022 | Geoff Williams, MoneyGeek Robert S. Bacarella, Monetta’s founder, president, and portfolio manager, shared his thoughts with MoneyGeek for a new piece on savings and investment strategies. The piece, titled "How to Start Saving and Investing," provides commentary from industry professionals on possible strategies that can help readers begin to build their wealth. Bacarella, a MoneyGeek [...]
October 1, 2022 This quarter, our Featured Article compares stagflation, an economy with soaring prices and stalling or shrinking growth, to a car with three warning lights on at the same time. This quarter’s Successful Entrepreneur is Daymond John, founder of the apparel line FUBU and a “shark” on the hit tv show Shark Tank. He follows the business philosophy, “To dream big [...]
July 31, 2022 | Nathan Paulus, MoneyGeek Robert S. Bacarella, Monetta’s founder, president, and portfolio manager, shared his thoughts with Nathan Paulus for a new piece on stagflation, the term for persistent high inflation combined with high unemployment and stagnant demand in a country's economy. The piece, titled "Stagflation in Economics: History, Causes & Characteristics," gives an in-depth explanation [...]
July 31, 2022 | Nathan Paulus, MoneyGeek Nathan Paulus's latest MoneyGeek article features insights from Robert S. Bacarella on the key differences between stagflation (persistent high inflation combined with high unemployment and stagnant demand in a country’s economy) and recession (a period of temporary economic decline during which trade and industrial activity are reduced) and how bankers have been [...]
July 1, 2022 This quarter, our Featured Article looks at the recent Fed interest rate hikes and policies and asks the question, “can ‘Superman’ save us from economic recession?” This quarter’s Successful Entrepreneur is Bob Evans, founder of Bob Evans Farm restaurants. He believed in serving his customers high quality products. This quarter’s Investment Lesson explores how to create an investment strategy. What is the [...]
April 22, 2022 | Ryan Ermey, CNBC Grow Ryan Ermey's latest Grow article features insights from Robert S. Bacarella on the potential recession and how to prepare. "The best way to defend yourself is to switch to a diversified portfolio."