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  1. Despite Recent Compromise, No Long-Term Tax Certainty

    Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.

  2. 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.

  3. OfficeMax-Office Depot Merger No Panacea

    Although the two office-supplies companies could realize meaningful cost synergies, the combined firm would still face enormous competitive pressures, says Morningstar's Liang Feng.

  4. 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.

  1. A Taxpayer’s Guide to 2013

     

  2. Pressure Points: Where Tax Reform Can Be Most Effective

     

  3. Five Muni Considerations for 2013

     

  4. Don't Hold Your Breath for a Berkshire Dividend

    In his annual letter, Berkshire Hathaway chairman and CEO Warren Buffett laid out a case against a Berkshire dividend and a case for more big acquisitions, and issued a reminder not to worry about short-term uncertainty.

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