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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. The Friday Five

    Five stats from the market and the stories behind them. This week: a critical 10 for BlackBerry, a promising 3.2% margin for Amazon, and more.

  1. USAA Dumps Loomis, UBS

    USAA Asset Management is so committed to bringing its equity fund business in-house that it is bidding adieu to two subadvisors.

  2. Taxes: What’s New for 2013?

     

  3. 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.

  4. Increase in For-Sale Foreclosures Could Aid Investors

    Foreclosure filings fell in 2012, yet more foreclosed homes are likely to come up for sale in 2013. This increase could be good news for prospective home owners and investors, according to Daren Blomquist, vice president at Irvine, California-based RealtyTrac, an online marketplace for foreclosure ...

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