Let’s say you’ve come into a large sum of money—perhaps $1 million or more from stock grants, a bonus, or the sale of a home. Congratulations! After accounting for taxes, the real challenge is deciding how to invest it. Given the significant amount, the last thing you want to do is lose a portion of … Read more
I like Jesse Livermore quotes because they’re often multi-faceted. This is one of my favorites: Another lesson I learned early is that there is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again. I … Read more
By Thomas Kerr, CFA NASDAQ:MGRM READ THE FULL MGRM RESEARCH REPORT On March 17, 2025, Monogram (NASDAQ:MGRM) announced that the FDA has granted 510(k) clearance for its Monogram mBôs TKA System. This determination means that the company can move forward with upgrades and begin the commercialization process. The mBôs TKA System is designed to deliver … Read more
What caught my eye this week. A long-time Monevator reader asked me this week why we haven’t written something in the vein of the Covid crisis Do Not Sell special that inspired a thousand (okay, four) T-Shirts? The quick answer is – as my co-blogger The Accumulator said on that day in March 2020 – … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4% of advisor compensation, while commission-based revenues have declined … Read more
