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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. Swim Against the Tide for This Stock Pick

    Offshore drilling service company Tidewater has taken a beating, but the decline has been unwarranted says Morningstar's Adam Fleck.

  3. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  4. Strategies Today for Higher Taxes Tomorrow

    Investor Solutions' John Pitlosh discusses how to navigate potentially higher dividend and capital-gains rates, the health-care tax surcharge, and a phase-out of itemized deductions.

  1. How Manu Chandaria Mastered the African Market

     

  2. Taxes: What’s New for 2013?

     

  3. Five Muni Considerations for 2013

     

  4. Feasting in a Time of Famine: The South African Consumer

     

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