Wealth Adviser

Tax Report

If you’re part of a backlog of home buyers who are heating up the real-estate market—or simply mulling changes to your current home—here are answers to key questions about the tax code.

ETFs

A dramatic rally in shares of Chinese companies has unleashed a frenzy of trading activity, with many investors positioning for an even bigger advance.

Tax Report

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.

Journal Reports: Funds/ETFs

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.

Journal Reports: Funds/ETFs

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.

Journal Reports: Funds/ETFs

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.

Journal Reports: Funds/ETFs

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.