The Wealth Report

Insights from the WSJ's Journal Report related to investing and wealth management and from The Experts, a group of industry & academic thought leaders

[The Wealth Report @WSJwealthreport]

The Internal Revenue Service is turning up the heat on high-income individuals who haven’t filed tax returns in some years. https://t.co/QvKd9AuD2b

[The Wealth Report @WSJwealthreport]

"It has taken me years to take saving for retirement seriously. Too many years." A 37-year-old contemplates catching up. https://t.co/PF45seY23Y

[The Wealth Report @WSJwealthreport]

When it comes to filing back taxes and making any payments due, there are options. Here are some things to consider. https://t.co/QvKd9AuD2b

[The Wealth Report @WSJwealthreport]

Does prodding consumers to use autopay help them reduce their credit-card balances? Yes, although the effect may not be all that great. https://t.co/qwM5iB8KGO

[The Wealth Report @WSJwealthreport]

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?”
https://t.co/PF45seY23Y

[The Wealth Report @WSJwealthreport]

If you haven’t filed a tax return in recent years, the IRS is turning up the heat
https://t.co/QvKd9Au5cD

[The Wealth Report @WSJwealthreport]

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.
https://t.co/TA0JDRVf0Q

[The Wealth Report @WSJwealthreport]

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.
https://t.co/z9YFg8LjB7

[The Wealth Report @WSJwealthreport]

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.
https://t.co/aFPuhL7W42

[The Wealth Report @WSJwealthreport]

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.
https://t.co/qwM5iB8KGO

[The Wealth Report @WSJwealthreport]

Traders can use moving averages to help decide when to buy and sell stocks https://t.co/aFPuhL8tTA

[The Wealth Report @WSJwealthreport]

Fund investors can score solid returns in a given month by following fund inflows and outflows in real time, research shows
https://t.co/TA0JDRVMQo

[The Wealth Report @WSJwealthreport]

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. https://t.co/vtySi0rXzn

[The Wealth Report @WSJwealthreport]

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. https://t.co/aFPuhL7W42

[The Wealth Report @WSJwealthreport]

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.
https://t.co/vtySi0rXzn

[The Wealth Report @WSJwealthreport]

“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.”
https://t.co/L7N9iMWCyW

[The Wealth Report @WSJwealthreport]

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." https://t.co/L7N9iMWCyW

[The Wealth Report @WSJwealthreport]

In the end, sometimes the most well-intentioned parental lessons backfire https://t.co/L7N9iMW4Jo

[The Wealth Report @WSJwealthreport]

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.
https://t.co/BWhanG35x5

[The Wealth Report @WSJwealthreport]

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.
https://t.co/BWhanG2xHx