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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 Stay Smart With Your Estate Plan

    Estate-planning expert Deborah Jacobs outlines how to approach the estate tax exemption and gift tax rules, addresses a popular misconception about estates, and offers key documents that all individuals should have in place.

  3. 3 Methods to Get the Most Out of Social Security

    Andrew Salata of the Social Security Administration describes how the do-over, voluntary suspension, and pick-and-choose strategies can help retirees maximize their lifetime benefits.

  4. Cautious Optimism for More M&A Activity in 2013

    Growing corporate cash balances and slowing organic-growth opportunities could lead to increased deal volume this year even if economic uncertainty throttles some activity, says Morningstar's Bridget Freas.

  1. Americas: Regional Economic Review – 4Q 2012

    This article is for informational purposes only. This article is not intended to provide tax, legal, insurance or other investment advice. Unless otherwise specified, you are solely responsible for determining whether any investment, security or other product or service is appropriate for you based ...

  2. 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 ...

  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. What SEC Nominee Mary Jo White Means for Advisors

    If confirmed by the Senate, veteran prosecutor Mary Jo White would assume responsibility for moving ahead with a number of initiatives that would reshape the regulatory landscape for advisors

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