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  1. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  2. How to Interpret Our CEF Analyst Ratings

    Cara Esser explains the fundamentals behind Morningstar's CEF Analyst Ratings and what investors should keep in mind before buying or selling a fund.

  3. What Does the 'Debt Ceiling' Mean for Investors?

    Although we're unlikely to face a worst-case scenario on the debt ceiling debate, it's important for investors to understand the potential consequences.

  4. Old and New

    Headlines this week revealed a new nomination but an old hat at the Treasury, a new direction for an old-line grocer, and same-old, same-old at the ECB--for now, anyway.

  1. Is Managed Futures a Zero Sum Game?

    Grant Park Funds is a leader in the managed futures mutual fund industry with $1 billion in assets under management. Founded in 1989 by veteran CBOT trader David Kavanagh, Grant Park helps investors diversify their portfolios by offering exposure to managed futures through a transparent mutual ...

  2. Valuing Biotech

     

  3. Taxes: What’s New for 2013?

     

  4. Riskalyze Offers Free Risk Tool for Advisors

    As a tool for advisors, Riskalyze is new to the scene. The original risk profiling product was meant for individual investors, but a professional version specifically for investment advisors was recently launched.

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