October 1, 2025 This quarter, our Featured Article compares annuities to care packages sent to tributes in the Hunger Games arena. Both can help when it's needed most! This quarter’s Successful Entrepreneur is tennis star Andre Agassi. His consistent training and hard work in his youth helped him become a Grand Slam champion. This quarter’s Investment Lesson dives into key things to consider [...]
July 1, 2025 This quarter, our Featured Article compares the roles of stablecoins and Bitcoin to Superman and Batman–they are stronger together than apart. This quarter’s Successful Entrepreneur is Peter Cancro, the founder of Jersey Mike’s. His story shows the importance of having a vision and the courage to act when an opportunity presents itself. This quarter’s Investment Lesson takes Buzz Lightyear’s catchphrase, “To infinity [...]
April 1, 2025 This quarter, our Featured Article compares doing taxes to Loki, the God of Mischief. This quarter’s Successful Entrepreneur is Bill Rosenberg, the founder of Dunkin' Donuts. As a business owner, Rosenberg emphasized quality, value, and focusing on what the customers want. This quarter’s Financial Life Skills explains how diversifying your investments can help you build a resilient financial [...]
January 1, 2025 This quarter, our Featured Article is about how finding the right career path can be a bit like following the yellow brick road. The journey may be full of uncertainty and worry, but in the end you will discover the right fit. This quarter’s Successful Entrepreneur is Jensen Huang, the co-founder and CEO of NVIDIA. Under his leadership, NVIDIA [...]
October 1, 2024 This quarter, our Featured Article compares Dracula, Frankenstein's monster, and Beetlejuice to classic finance "monsters" that could impact the market. This quarter’s Successful Entrepreneur is Stephen King, one of the most prolific authors of our time. He published his first book, Carrie, in 1974 and twenty years later, he had published many more stories and sold over 100 million [...]
August 21, 2024 | Nathan Paulus , MoneyGeek Robert S. Bacarella, Monetta’s founder, president, and portfolio manager, shared his thoughts with MoneyGeek for a new piece on investment strategies. The piece, titled "Guide to Long-Term Investment Strategies," provides commentary from industry professionals on investment strategies that aim to grow your wealth through steady, disciplined approached. Bacarella, a MoneyGeek expert [...]
July 1, 2024 This quarter, our Featured Article is about life lessons from the 80s classic, The Goonies. This quarter’s Successful Entrepreneur is Simone Biles, the Olympic gymnast. She is the most decorated gymnast in history, a prominent mental health advocate, and is widely considered one of the best athletes of all time. This quarter’s Investment Lesson examines how long-term investments can help build wealth. [...]
April 1, 2024 This quarter, our Featured Article is about the seven gunslingers that "saved the market" in 2023. This quarter’s Successful Entrepreneur is Jack Ma, the co-founder of Alibaba. In 1999, he kicked off what would become Alibaba in his apartment with a group of 18 friends and went on to become one of the richest men in the world. This quarter’s Life [...]
January 1, 2024 This quarter, our Featured Article compares investing to the Oakland A’s winning baseball strategy, which centered around a statistic called On Base Percentage. This quarter’s Successful Entrepreneur is Bob Iger, the CEO of Disney. Iger built the company into a media empire through acquisitions of Pixar, Marvel and other film studios. This quarter’s Life Skills gives advice on what to do if [...]
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 [...]