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  1. Don't Fall Victim to the Next Dividend Cut

    With more firms decreasing (or eliminating) their payouts, DividendInvestor editor Josh Peters highlights what investors should look for to ensure stable, long-term dividend income.

  2. 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.

  3. Our Top IRA Picks

    Looking to fully fund an IRA for the 2012 tax year? Get a shortlist of ideas from Morningstar strategists Heather Brilliant, Russ Kinnel, Sam Lee, and Josh Peters.

  4. Why Long/Short Funds Hit a Rough Patch

    Increased correlations made it difficult for long/short funds to make money in 2010, according to Jonathan Lamensdorf, portfolio manager of Highland Long/Short Equity.

  1. Clipper Fund Annual Review 2013

    This report includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. Equity markets are volatile and an investor may ...

  2. Understanding Derivative Overlays, in All Their Forms

     

  3. Selected American Shares Annual Review 2013

    This report includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. Equity markets are volatile and an investor may ...

  4. A Bold New Direction for Japan’s Economy

     

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