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  1. Sorting the Good and Bad Smaller Banks

    M3 Funds' Jason Stock describes how his firm gauges the on-the-ground health of community banks and uncovers opportunities.

  2. 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.

  3. Two Option Picks for a Still-Volatile Market

    Though overall market volatility measures have declined dramatically, derivatives strategist Phil Guziec has found option opportunities in financials and health care.

  4. What to Expect for Bank Returns

    As the banking business changes, the best bank managers will change with it to preserve returns, says FBR's Dave Ellison.

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