Morningstar: Semiliquid Funds Often Overlap Holdings, Hold High Cash Allocations

Published on April 28, 2026

The research sheds a light on the importance of assessing fees, given the similar portfolios and cash positions that cut into returns.

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Iran Conflict and Energy Markets: The Initial Response from Active Managers

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The Iran conflict has turned energy markets into a moving target, with oil prices adjusting as expectations around Strait of Hormuz supply risk shift.

The 4% Rule Revisited: Bill Bengen Explains Safe Withdrawal Rates in 2026

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The creator of the 4% rule breaks down what still holds up, what’s misunderstood and how retirees should think about withdrawals today.