Author: Press Room

Like many people, you may have put off finalizing estate tax planning 2024 election results were in. Some people held off on any gifting to make a final decision. Others set up trusts and gifted smaller amounts to them as a placeholder. Now that the White House and both houses of Congress are in Republican control, what comes next? The 2017 Tax Cuts and Job Acts and the current $13.61 million federal estate tax exemption expire on Dec. 31, 2025. While Republicans have expressed their intention to extend the 2017 tax law within the first 100 days of the new…

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Housing prices have remained high for the last few years, largely due to fluctuating mortgage rates and lasting economic effects from the pandemic. In response, conforming loan limits (CLL), which determine how big of a loan borrowers are allowed to take out, are set to rise in 2025, the Federal Housing Finance Agency (FHFA) recently announced.  As home prices rise, the FHFA tends to raise the standard CLL. The new limit for 2025 is $806,500 for one-unit mortgages in most states. Borrowers looking to take out a larger loan have to opt for alternative mortgage options like jumbo loans or…

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Zscaler, Inc. (NASDAQ:ZS) Q1 2025 Earnings Conference Call December 2, 2024 4:30 PM ET Company Participants Ashwin Kesireddy – Vice President, Investor Relations and Strategic FinanceJay Chaudhry – Chairman and Chief Executive OfficerRemo Canessa – Chief Financial Officer Conference Call Participants Saket Kalia – BarclaysAndrew Nowinski – Wells ForgoGabriela Borges – Goldman SachsBrad Zelnick – Deutsche BankMike Cikos – NeedhamIttai Kidron – OppenheimerRob Owens – Piper SandlerBrian Essex – JPMorganJoel Fishbein – Truist SecuritiesFatima Boolani – CitigroupShrenik Kothari – BairdMatt Hedberg – RBC Capital MarketsRoger Boyd – UBS Operator Good day, and thank you for standing by. Welcome to the…

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Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.A judge in Delaware has rebuffed Tesla’s attempt to revive a $56bn pay package for Elon Musk, saying that shareholders’ overwhelming reapproval was not enough to override her previous rejection of the package.Monday’s decision is a stinging rebuke of the world’s most valuable carmaker and chief executive Musk, the richest man in the world who has been riding high since Donald Trump was elected for a second term as US president a month ago.Judge Kathaleen McCormick concluded that Tesla’s unprecedented effort to…

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Holiday season is scammers’ season too. Millions of people shop online at this time, with record spending expected. If your aging parents are online shoppers, help them to see the tactics thieves use to steal their personal information. Personally, I do a lot of online shopping for the convenience. I have gotten these fake text and email messages recently along with what are probably countless others who also shop this way. Scammers know that older adults may not scrutinize incoming messages as thoroughly as their younger family members do and they take advantage of it. This is exactly why younger…

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This article was written byFollowGreenery Financial is ran by a full-time investor who invests predominantly in non-US assets and asset classes currently out of favor and hated by the market. Generally this means investing in an active manor in cyclical industries and markets with perceived political risk.He was born in the USA however chose to live abroad the majority of his adult life. He’s lived extensively in China, Turkey, Brazil, Thailand, Mexico, India/Nepal, and Albania as well as visited dozens of other counties looking for investment opportunities.Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTM, PPLT…

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Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election means for Washington and the worldJoe Biden has pardoned his son Hunter over convictions on gun and tax charges in an extraordinary reversal of his promise not to use executive powers to benefit his son just months before the end of his presidency. In a statement on Sunday night, the US president accused political opponents in Congress of “instigating” the charges against Hunter to attack him.“No reasonable person who looks at the facts of Hunter’s cases can reach any other conclusion than Hunter was singled…

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The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the life of a paid assassin. It’s a strange ride: you spend so much time with The Jackal, you find yourself rooting for him, even as he, you know, kills people, many who are innocent of any wrong doing. You are also rooting for a smooth retirement and some good retirement planning. The end of Episode 7 is a cliffhanger, leaving me anxious. I’m counting down the days until Episode 8, which will air on Thursday, Dec. 5. You might think…

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This article was written byFollowThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios – the European Small Cap Ideas portfolio and the European…

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Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election means for Washington and the worldPresident-elect Donald Trump has said he will appoint Kash Patel, a loyalist and hardline critic of the “deep state”, to lead the FBI, signalling he will seek to remove Christopher Wray as head of the agency. Patel, who advised the secretary of defence under Trump’s previous administration, has suggested carving out the FBI’s intelligence-gathering function and purging its ranks of employees who do not support Trump. He has also mused about retribution against Trump’s critics.“I am proud to announce that Kashyap ‘Kash’…

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