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 [...]
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."
April 22, 2022 | Ryan Ermey, CNBC Grow Robert S. Bacarella recently talked to CNBC Grow's Ryan Ermey about the markers of a recession and how individuals can potentially hedge huge losses if the market goes south. The article, titled "‘Don’t panic’ about recession predictions, says market strategist: Here’s how to recession-proof your finances," looks into recent forecasts that [...]
April 1, 2022 This quarter, our Featured Article discusses the importance of building a relationship with money and asks the question, “if money could talk, what would it say about you?” This quarter’s Successful Entrepreneur is Phil Knight, co-founder of Nike. He valued product innovation as a way to help athletes perform their best. This quarter’s Investment Lesson explains that stock valuations are subjective. How [...]
January 3, 2022 This quarter, our Featured Article compares the potential benefits and pitfalls of taking an "early bird" or a "second mouse" approach to your business strategy. Depending on your business, both can be winning strategies. This quarter’s Successful Entrepreneur is Eric Yuan, founder of Zoom. He made employee happiness a core part of the company culture. This quarter’s Financial Life Skill focuses [...]
Give the gift of investing—open an account with as little as $25 and establish an Automatic Investment Plan Wheaton, Ill.—Dec. 15, 2021 Monetta Financial Services, Inc., adviser to the Monetta family of mutual funds, announced the extension of its $25 matching gift promotion. The program, which offers a $25 matching gift when investors create or increase an Automatic Investment [...]