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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. On the Line with New Zealand Telecom

    New Zealand Telecom CFO Russ Houlden comments on the firm's new management, dividend sustainability, broadband plans, and quest for wireless market share.

  3. Two New Wide-Moat Firms; Eight Moat Downgrades

    Morningstar StockInvestor editor Paul Larson details moat changes among several banks, plus two new wide-moat names.

  4. What the Cliff Compromise Means for the Economy

    Congress' last-minute deal cut the so-called fiscal cliff in half, lessening economic headwinds in the short term, but much work remains to address longer-term debt and deficit issues, says Morningstar's Bob Johnson.

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