Personal finance

Wealth Adviser – News, Articles, Biography, Photos

Journal Reports: Funds/ETFs

a change in the political landscape can send markets into turmoil.

Simon Constable

April 3, 2021

Journal Reports: Funds/ETFs

Advocates say Japanese companies are more focused on profits, and that the country likely will benefit from a global economic recovery.

Simon Constable

April 3, 2021

Journal Reports: Funds/ETFs

Unfolding market conditions could lead to more value-oriented funds focused on environmental, social and governance issues.

Dieter Holger

April 2, 2021

Journal Reports: Funds/ETFs

Share lending by funds has, for one thing, helped keep index-fund expenses low.

Mark Hulbert

April 2, 2021

Journal Reports: Funds/ETFs

Three new ETFs are playing the rush to use shell-company acquisitions in lieu of IPOs.

Tim Mullaney

April 2, 2021

Journal Reports: Funds/ETFs

Schools make it easy to return excess loan money, and it will save you money in the long run.

Cheryl Winokur Munk

April 1, 2021

Journal Reports: Funds/ETFs

We also answer a reader’s question on navigating rules for required minimum distributions.

Glenn Ruffenach

April 1, 2021

Tax Report

A new law will bring relief to millions this tax season, after they get over the headache of figuring it out. Read this before filing your return—and read it twice if you’ve already filed.

Laura Saunders

April 1, 2021

ETFs

The mysterious ticker name and branding of the ETF have helped to attract fractional and beginner investors.

Julia Carpenter

March 24, 2021

Tax Report

New rules offer rebate payments, bigger deductions and higher income limits—if you know where to look

Laura Saunders

March 19, 2021

ETFs

The stock picker uses TV interviews and YouTube videos to put investors at ease amid a volatile period for her investment funds.

Michael Wursthorn

March 16, 2021

ETFs

Socially focused exchange-traded funds give asset managers higher fees in a low-fee industry.

Michael Wursthorn

March 16, 2021

ETFs

Heavily invested in unprofitable companies, ARK Investment Management’s exchange-traded funds likely face more volatility ahead.

Michael Wursthorn

March 11, 2021

ETFs

Big bets on unprofitable companies are causing trouble for the star stock picker’s funds.

Michael Wursthorn

March 8, 2021

Journal Reports: Funds/ETFs

Money that is borrowed to buy stocks is sometimes an indicator of future market performance. Here is how it works and why the matter is relevant now.

Simon Constable

March 7, 2021

Journal Reports: Funds/ETFs

Small-cap and international funds draw investors’ attention.

William Power

March 7, 2021

Journal Reports: Funds/ETFs

New state rules come on top of federal requirements. If you’re confused, you aren’t alone.

Bailey McCann

March 7, 2021

Journal Reports: Funds/ETFs

Small-caps are drubbing large ones this year. What does it mean for what’s ahead?

Mark Hulbert

March 6, 2021

Journal Reports: Funds/ETFs

Rules involving sustainable investing were delayed and made less demanding after an outcry.

Dieter Holger and Fabiana Negrin Ochoa

March 5, 2021

Journal Reports: Funds/ETFs

Consumers need to know the difference between having a joint credit-card account and being an authorized user.

Source: https://www.wsj.com/news/markets/wealth-adviser

Donovan Larsen

Donovan is a columnist and associate editor at the Dark News. He has written on everything from the politics to diversity issues in the workplace.

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