Long-term investment commitment from 180+ years of experience

New York Life just reported a surplus of $34.7B‼️ — the largest in the industry. For our clients at New York Life Investment Management, this isn't just a balance sheet number. It's a signal. Surplus is often misread as a conservative metric. In reality, it's one of the most forward-looking signals of an institution's ability to serve clients through cycles. $34.7B says: we will be here. In a year defined by geopolitical shock, rate volatility, and credit stress, financial strength isn't a nice-to-have. It's a competitive advantage. → The ability to stay invested through volatility — not forced to de-risk at the wrong moment → The capacity to innovate and expand solutions for clients — from private markets to #tokenized assets — without short-term pressure → The credibility that comes from 180 years of honoring long-term commitments

In an environment defined by shifting headlines and volatility, our focus has been on distinguishing noise from signals that matter most for markets, the economy, and New York Life broadly. Read more in our 2025 Investment Report.

I was digging into New York Life’s latest annual/investment report and honestly… some really interesting stuff in there. What stood out to me most is how much focus there is on long-term stability—not just chasing trends or quick wins. In a time where markets can feel unpredictable, it’s a good reminder that strategy, discipline, and consistency still matter. If you’ve ever wondered how companies actually navigate all that behind the scenes, I’m always happy to chat.

Explore New York Life’s 2025 Investment Report for a closer look at how the portfolio is built and managed, and how it all comes together.

It's easy to get caught up in a short-term outlook when the market is fluctuating, especially when it's on the rise. In the video, Zoe Brunson, Chief Investment Strategist with AssetMark, explores the profound impact of adopting a long-term perspective on investment success compared to the allure of short-term gains. https://lnkd.in/eJgCS9j6

Our philosophy is simple: build portfolios around each client’s goals, not a one-size-fits-all model. By combining planning with institutional-level investment oversight, we strive to deliver strategies that are both tailored and disciplined. Watch the video to learn more about how we approach investing.

It's easy to get caught up in a short-term outlook when the market is fluctuating, especially when it's on the rise. In the video, Zoe Brunson, Chief Investment Strategist with AssetMark, explores the profound impact of adopting a long-term perspective on investment success compared to the allure of short-term gains. https://lnkd.in/gUjq6ZnF

It's easy to get caught up in a short-term outlook when the market is fluctuating, especially when it's on the rise. In the video, Zoe Brunson, Chief Investment Strategist with AssetMark, explores the profound impact of adopting a long-term perspective on investment success compared to the allure of short-term gains. https://lnkd.in/dn-nNXAT

In this month's Investment Strategy Brief, Stifel's Chief Investment Officer, Michael O'Keeffe, discusses environmental headwinds and tailwinds in 2026, especially around the Middle East conflict and artificial intelligence. https://lnkd.in/e89sUUvP

In this month's Investment Strategy Brief, Stifel's Chief Investment Officer, Michael O'Keeffe, discusses environmental headwinds and tailwinds in 2026, especially around the Middle East conflict and artificial intelligence. https://lnkd.in/dCrCgn87