For decades, the 4% rule has served as a simple benchmark for retirees: withdraw 4% of your portfolio in year one, adjust for ...

Morningstar’s 2026 guidance is out, recommending a lower withdrawal rate than the traditional 4%-a-year strategy. Researchers ...

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement. Almost two-thirds of retirement ...

A new Morningstar analysis suggests that adding semiliquid private market funds to defined-contribution retirement plans may offer incremental improvements to retirement outcomes, particularly for ...