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  1. 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.

  2. Tax Tips for Your 2012 Return

    Investors should take another look at their cost basis records, foreign tax credits, advisory fees, and any income that was spread to 2012 from a prior year's Roth conversion, says Investor Solutions' John Pitlosh.

  3. 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.

  4. How to Spot Con Men Before They Spot You

    Doug Shadel of the AARP provides a detailed outline of common scams and tactics con men use, reasons investors fall for them, and tips so that you don't become a victim of financial fraud yourself.

  1. A Taxpayer’s Guide to 2013

     

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

     

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

     

  4. Finding a Safe Withdrawal Rate

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

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