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  1. What to Seek in a REIT

    REITs look overvalued in general, but certain business models and individual names still look especially attractive.

  2. 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.

  3. 3 Inflation-Fighting Assets for Your Toolkit

    TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the importance of exposure to these assets.

  4. 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.

  1. The Case for Real Estate

     

  2. Real Estate Resiliency: the ‘REIT Model’ Proves its Mettle

     

  3. Don’t Fear Death – Plan for It

     

  4. A Taxpayer’s Guide to 2013

     

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