Now that the cloud of uncertainty over estate and gift taxes has finally cleared, individuals and couples can get down to some serious planning. The good news: Lifetime gift and estate tax exclusions have risen slightly, to $5,250,000 in 2013, while the estate and gift tax rate increases, from 35% …
Morningstar senior fund analyst Christopher Davis sizes up performance and stewardship at the fund family and discusses some of his favorite Fidelity funds.
Fidelity customers will now have commission-free access to 25 iShares ETFs, but investors shouldn't run for the exits of the firm's existing index mutual funds.
Morningstar senior analyst Chris Davis gives a progress report on Fidelity's equity fund enhancement initiatives, notes areas for further improvement, and offers his take on the cream of the crop.