The tax- and retirement-planning expert prepares us for upcoming changes and decisions.

Special Presentation: Ed Slott

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

Business

Also, Bank of America’s fight during the proxy-voting season and Tesla’s likely signal that it’s now focusing on profits.

Also, Netflix and Disney’s edge against their rivals.

Plus, 5 gold-rated and 2 silver-rated funds that investors should consider adding to their portfolios.

Also, the factors that helped lift Morningstar’s suggested starting safe withdrawal rate.

Also, Morningstar forecasts five interest rate cuts in 2024, and why Adobe’s outlook is slightly disappointing.