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  1. Preferred Stock: The Worst of Two Worlds

    Morningstar DividendInvestor editor Josh Peters thinks preferred stocks combine the worst elements of stocks and bonds.

  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. The Friday Five

    Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.

  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. 8 Great Tricks for Effective Client Events

    Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.

  3. Investing in a Low-Growth World

     

  4. Lump sum payouts for Social Security? Yep

    Some retirees qualify for up to six months of retroactive benefits; pay for those larger items

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