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Educate parents and young adults in practical money matters

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Nailing Financial Predators

November 7, 2017 By admin 1 Comment

“A prize fighter in a corner is told, hit where it hurts.  Silver and gold.”   - U2* Every time Tony and I have met with prospective clients who have come from traditional brokerage channels (literally, every single time) there is an uncomfortable point in the meeting where they are ashamed at the fact that they received no financial plan; no real coherent diversification strategy to minimize risks; no exit strategy as to when they can jump off the hamster wheel and enjoy the fruits of their Read on...

Matters of the Heart

June 6, 2017 By admin Leave a Comment

I learned, at a fairly young age, that life can change as quickly as it takes a heart to beat. It was the day before Thanksgiving, 1973, when my father suffered a heart attack.  He was 56 and I was 8. As the sole breadwinner, I am sure all the worries he had about caring for his wife and seven kids (four of whom were minors) were pinging in his head, keeping time with his rapid pulse rate. Thankfully, after several weeks in the hospital, he was allowed to come home in time for Christmas.  Read on...

Ignorance is Bliss … for Your Sales Guy

August 17, 2015 By Dina Isola Leave a Comment

Before my children understood what a lollipop was, it was very easy to swap it out with an apple slice. I was looking after their best interests, after all. But what if I wasn’t a concerned mother? What if I were a manipulative saleswoman needing to hit a certain commission level on apples that month to stay employed; or worse, to win a crystal paperweight and bragging rights among my very competitive colleagues? My example may seem strange, but if we apply this to personal finance, and not Read on...

Politics, Investing and Propaganda

November 5, 2014 By Dina Isola Leave a Comment

I used to look forward to voting when I was younger as I was certain of what I was doing. My lack of sophistication and naiveté made me see things in very simple terms and it was easier to choose between the “right” candidates and the “wrong” candidates. Now, I am jaded, and I realize that everyone has an agenda and some have better propaganda machines. An advertising budget can do wonders in painting either a shiny, albeit inaccurate picture; or a scathing and unfair one. Many investors fall Read on...

Dina Isola

Since 2002, Dina Isola has worked closely with investors, hearing their concerns. Drawing on her experiences and challenges, Real$martica was born, which focuses on making personal finance issues relatable to women, children and families and educating investors to make informed decisions. A contributor to A Teachable Moment, she is a client relations specialist at Ritholtz Wealth Management. She also serves on Stony Brook Children’s Hospital Task Force.

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Recent Articles

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