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  1. Time for the 3% Withdrawal Rule?

    Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.

  2. No Great Expectations (or Worries) for the Job Market

    Recent revisions helped 2012's employment growth look better than initial forecasts, but we don't expect a sizable surge (or decline) for 2013.

  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. 3 Gold-Rated Picks to Hedge Interest-Rate Risk

    Morningstar's Eric Jacobson outlines three short-term bond funds that can protect against rate sensitivity, but mind the risks as such funds aren't cash substitutes.

  1. Five Muni Considerations for 2013

     

  2. The “Fiscal Cliff” Deal

     

  3. Policy Hits or Misses to Drive Global Bond Markets in 2013 (Part 1*)

     

  4. For the Global Economy in 2013, Happy Days Are Not Quite Here Again

     

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