Q&A for taxpayers who have filed but haven’t gotten refunds or had their checks cashed.
A dramatic rally in shares of Chinese companies has unleashed a frenzy of trading activity, with many investors positioning for an even bigger advance.
The IRS is the most powerful creditor in the country. When you owe taxes, blowing off your filings has immediate consequences that get worse the longer you ignore them.
With so many workers having no money in retirement accounts, states are passing legislation to help people to start saving.
One of the current narratives about the market is that it’s being boosted by foolishly optimistic investors. The numbers don’t support that.
Quarterly Monitor: Funds investing in U.S. growth, science and tech stocks did best. Bond funds, meanwhile, are also up for the year to date, and money is flowing there.
Winners’ Circle: A Morgan Stanley manager, Dennis Lynch, posted a 56.2% gain for the 12 months in his Institutional Discovery fund. A winning stock for managers was the Zoom videoconference app.
Filing for trader taxpayer status can save a lot of money—but it may not be a designation that’s easy to get.
Who knew that dividends could be so contentious? Here’s my response to 12 reader questions.
For most cases, advisers say to sit tight. But there are exceptions.
The best way to figure it out is to look at historical correlations, writes a George Mason professor. Here’s what those numbers reveal.
The term gives off a cozy feel, but the funds that use it are all over the place in composition and performance.
Empire State Realty, SL Green Realty, Paramount Group and Vornado have all taken big hits in recent months, reflecting the city’s woes.
An upward blip within a longer period of falling prices is usually remembered as a bear-market rally. Whether the market is experiencing one now remains a matter of debate.
Many funds were pummeled as the coronavirus took hold but have rebounded in recent months.
Emerging-markets investors need to pay attention when the dollar strengthens. It can lead to capital outflows and make debt more expensive to service in many developing economies.
In times of market stress, people feel more reluctant to buy a single bond than a basket of bonds.
Many private lenders are letting student-loan borrowers skip payments because of the pandemic. But the relief varies by lender and may not be as generous as what federal borrowers are getting.
The Secure Act extends the use of a 529 college-savings plan to cover apprenticeships. It also provides more options for using leftover funds.
Ask Encore: We also answer questions about rules for inherited IRAs and survivors’ benefits from Social Security.