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 ...

Target date funds require modernization, as their 'set it and forget it' approach limits participant engagement and may expose investors to hidden risks. Integrating academic lifetime investing theory ...

AI can reduce the cost of processing information about dozens of personal factors, making true personalization economically ...

Retirement investing is not a "set it and forget it" exercise. At a certain point, the risk that once helped your savings grow can start to threaten the nest egg you worked decades to build. For many ...

I built my 50/50 retirement portfolio by pairing ETFs like SCHD, CGDV, DIVO, JEPQ, AMLP, and PFXF with select dividend stocks for balance and strength. My stock half adds value with income plays like ...

LOS ANGELES and NEW YORK, Dec. 3, 2025 /PRNewswire/ -- Capital Group and KKR today announced an expansion of their strategic partnership to deliver new, integrated retirement and wealth solutions. The ...

Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your ...

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

Morningstar’s State of Retirement Income report can help you prepare for retirement by illustrating the role nonportfolio income, like Social Security and annuity payments, can play and comparing ...