Insights from the WSJ's Journal Report related to investing and wealth management and from The Experts, a group of industry & academic thought leaders
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Joined April 2009
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The Internal Revenue Service is turning up the heat on high-income individuals who haven’t filed tax returns in some years. wsj.com/personal-finance/tax…
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"It has taken me years to take saving for retirement seriously. Too many years." A 37-year-old contemplates catching up. wsj.com/personal-finance/sav…
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When it comes to filing back taxes and making any payments due, there are options. Here are some things to consider. wsj.com/personal-finance/tax…
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Does prodding consumers to use autopay help them reduce their credit-card balances? Yes, although the effect may not be all that great. wsj.com/personal-finance/cre…
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Our Young Money columnist, playing catch-up on saving for retirement, wonders “Will I need to work into my 70s? And, what can I do to get back on track?”
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If you haven’t filed a tax return in recent years, the IRS is turning up the heat
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Flows matter for returns only if you can view those flows in real time. As they say, it is those with access to the information who truly have the advantage.
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A New Jersey couple with three children (and one on the way) is trying to figure out how to save more money. A financial adviser plots a course for them.
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What does it mean when a stock breaks above its 50-day moving average? To chart watchers, it’s a possible signal to buy on a dip.
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The hope was that by getting consumers to enroll in autopay, they’d pay off their credit-card balances in full. It didn’t quite work out that way.
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Traders can use moving averages to help decide when to buy and sell stocks wsj.com/finance/investing/st…
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Fund investors can score solid returns in a given month by following fund inflows and outflows in real time, research shows
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For years, getting a credit card was a rite of passage for college freshmen. But that rite of passage has become a lot more difficult. wsj.com/personal-finance/cre…
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Stock charts can be confusing, even for veteran investors. But many are valuable even for novices—and one of the most important is something called a moving average. wsj.com/finance/investing/st…
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Gone are the days of banks hawking plastic to college students on campus in exchange for a freebie. Here’s what students should do today to get a credit card.
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“We get our money personalities from our childhood,” says one financial planner. “So if in our childhood there was a lot of hesitancy around it, then that shapes how you feel about money and taking calculated risks.”
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Years after her mother sat her down to teach her about stock ownership, our Young Money columnist still approaches stocks "with trepidation—no doubt colored by that 30-minute conversation with my mom." wsj.com/personal-finance/mon…
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In the end, sometimes the most well-intentioned parental lessons backfire wsj.com/personal-finance/mon…
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The business model of continuing-care retirement communities can be complex and hard for potential residents to divine. Here are some tips for understanding CCRC financials.
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Continuing-care retirement communities are usually careful with the resources entrusted to them by residents. But when they fail, they fail big, and threaten to undermine the very retirement security that is central to their mission.
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