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 [...]
Robert S. Bacarella, Monetta's founder, president, and portfolio manager, shared his thoughts with Kylie Ora Lobell for her recent MoneyGeek piece on financial basics for kids. The article, titled "Money Foundations for Kids: Compound Interest," explains why parents should talk to their children about financial health. It delves into the ways parents can encourage financial literacy, with a special [...]
Monetta encourages investors to start with a diversified fund and “Don’t be afraid to invest!” Wheaton, Ill. Nov. 8, 2021—Monetta Financial Services, Inc., adviser to the Monetta family of mutual funds, announced a $25 matching-gift promotion when investors create or increase an Automatic Investment Plan (AIP) promotion for as little as $25 per month. “Starting with a diversified fund [...]
By Robert S. Bacarella| October 27, 2021 The classic movie “Ghostbusters” can teach us some valuable investment lessons. The movie is about locating, capturing and entrapping various types of ghosts that were terrorizing New York City. The Ghostbusters were successful because they had the tools, followed basic rules and were flexible enough to adjust to unexpected paranormal activity or [...]
October 1, 2021 This quarter our Featured Article discusses the estimated billions in unclaimed assets and how you can avoid losing unclaimed money or property: "States hold billions in unclaimed assets: Is some of that yours?" This quarter’s Successful Entrepreneur is Steve Ells, founder of Chipotle. The first Chipotle opened in 1993 in an abandoned ice cream store! This [...]
Journey Beyond Wealth's Chris McCall included Monetta's newsletter, games, and other educational materials in his list of “5 great resources to help your children learn about money and how to make smart financial decisions,” posted in Sept. 2021. . McCall titled his article “The Second Most Important Thing You Can Teach Your Children or Grandchildren” and asks some [...]
July 1, 2021 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 [...]