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  1. Five Surprises and What They Mean for Investors

    Morningstar markets editor Jeremy Glaser unpacks the LinkedIn IPO, changes atop the IMF, a negative surprise at HP, and more.

  2. Invest Internationally at Home

    Bank of New York Mellon's Julio Lugo sees ADRs as a good way for U.S. investors to access foreign markets without the complexity of directly investing money in a foreign stock exchange.

  3. 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.

  4. 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.

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