Author: Press Room
Daughter of elderly mother (EM) called in a bit of a panic. She had just found out that her 80 year old mother, living alone in another state, had been giving thousands and thousands of dollars to a campaign. This was done with recurring donations she had unwittingly signed up for on her cell phone. EM had no idea of what she had given every day for months. Her concerned daughter (CD) had looked at the statements from the financial advisors her mom had chosen without CD’s knowledge and was horrified. EM had funds, but not enough to take care…
V.F. Corporation (NYSE:VFC) Q2 2025 Earnings Conference Call October 28, 2024 4:30 PM ET Company Participants Allegra Perry – Vice President of Investor RelationsBracken Darrell – President & Chief Executive OfficerPaul Vogel – Executive Vice President & Chief Financial Officer Conference Call Participants Adrienne Yih – BarclaysLaurent Vasilescu – BNP ParibasSimeon Siegel – BMO Capital MarketsMichael Binetti – Evercore ISIBrooke Roach – Goldman SachsLorraine Hutchinson – Bank of AmericaMatthew Boss – JPMorganJay Sole – UBSPaul Lejuez – CitiIke Boruchow – Wells FargoJonathan Komp – BairdJim Duffy – StifelBob Drbul – GuggenheimDana Telsey – Telsey Advisory GroupEthan Siavosh Saghi – BTIGJohn…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.China’s largest coffee chain, Luckin Coffee, is planning to enter the US market and undercut rivals including Starbucks with its low-priced drinks, marking a comeback for the company after a fraud scandal that resulted in its Nasdaq delisting and a $180mn fine.The Xiamen-based company is laying the groundwork for a US launch as early as next year, building out its supply chain and customising its technology for the market, according to two people with knowledge of the matter.The expansion comes nearly five…
When’s the last time you made a friend? Not just someone you see at work, or someone who is an acquaintance – a real friend. Someone you can call on and confide in, and who has your best interest at heart, and who can lean on you as well. In a previous article, I described the reasons why it is particularly important to make friends after retirement. Sanjay Gupta, author of the book “Keep Sharp: Build a Better Brain at Any Age,” calls friends, “connection protection” for being strong and resilient. Friendships are arguably the antidote to the epidemic of…
This article was written byFollowONeil Trader is a former stockbroker turned full-time independent investor. He focuses on finding growth and biotech stocks with significant growth potential and calculates ideas in large part based on best risk-adjusted returns.He leads the investing group Growth Stock Forum which features: a model portfolio of 15-20 names updated regularly, a top picks list of up to 10 stocks that are expected to perform well in the current calendar year, trading ideas that target both short-term and medium-term moves, and chat with community dialogue and for questions. Learn More.Analyst’s Disclosure: I/we have no stock, option or…
If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. And this underlying belief, spoken or not, is likely why financial planning so often results in under-implemented plans and satisfaction levels that score just marginally above “meh” on a scale of “pointless” to “life-changing.” But is “life-changing” even a possible outcome for financial planning, or is that lofty aim an overreach? For the elderly widow with no heirs I met who, gripped by fears that stemmed all the way back to the Great Depression, compounded…
flatexDEGIRO AG (OTCPK:FNNTF) Q3 2024 Earnings Conference Call October 23, 2024 4:00 AM ET Company Participants Achim Schreck – Head of IROliver Behrens – CEOBenon Janos – CFO Conference Call Participants Marius Fuhrberg – Warburg ResearchChristoph Greulich – BerenbergSimon Keller – Hauck & AufhauserIan White – Autonomous Research Operator Hello, and welcome to flatexDEGIRO Analyst Call Quarter Three 2024. My name is Alicia and I will be your coordinator for today’s event. Please note this call is being recorded and for duration of the call, your lines will be on listen-only. However, you will have the opportunity to ask questions…
Unlock the US Election Countdown newsletter for freeThe stories that matter on money and politics in the race for the White HouseMichelle Obama made her first appearance on the campaign trail in support of Kamala Harris on Saturday, as the Democratic vice-president tried to recapture momentum with a direct pitch to women in the final days of the US presidential campaign.The former First Lady, who has largely shied away from electoral politics since her husband, Barack Obama, left the White House, told thousands of rally-goers in Kalamazoo, Michigan, that the stakes were too high for her to stay on the…
There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now, as are the potential consequences of a suboptimal decision, because prices of many stocks increased significantly in recent years. Yet, many people diminish their benefits by rushing their decisions. The key tax break is known as net unrealized appreciation, or NUA. It can be very valuable, but you must know and follow the rules. If you sell employer stock while it is in your 401(k) or other retirement account, such as an ESOP, you do not get the tax…
Portland General Electric Company (NYSE:POR) Q3 2024 Earnings Conference Call October 25, 2024 11:00 AM ET Company Participants Nick White – Manager, Investor RelationsMaria Pope – President and Chief Executive OfficerJoe Trpik – Senior Vice President Finance and Chief Financial Officer Conference Call Participants Richard Sunderland – JPMorganShar Pourreza – Guggenheim PartnersNicholas Campanella – BarclaysMichael Lonegan – Evercore ISITravis Miller – Morningstar IncAnthony Crowdell – MizuhoChris Ellinghaus – Siebert Williams Shank.Paul Fremont – Ladenburg Thalmann & Co. Inc. Operator Good morning, everyone, and welcome to Portland General Electric Company’s Third Quarter 2024 Earnings Results Conference Call. Today is Friday, October…