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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. 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.

  3. The Friday Five

    Five stats from the market and the stories behind them. This week: Berkshire's stake in a $28 billion deal, Avon's not-so-pretty 1% sales growth, and more.

  4. Taking Another Look at Economic Moats

    Morningstar recently upgraded several companies' moat ratings, and global equity research director Heather Brilliant explains why.

  1. A Taxpayer’s Guide to 2013

     

  2. Taxes: What’s New for 2013?

     

  3. Five Muni Considerations for 2013

     

  4. Get Real: Focus On Real After-Tax Returns

     

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