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NYL Investments
Perspectives • December 22, 2025 Rethinking Market Outlooks: A New Approach to Investing in 2026 Markets are shifting in ways predications can’t capture. Lauren Goodwin weighs in on why investors need new frameworks – not forecasts – to navigate a world where old playbooks no longer apply.
Perspectives • December 19, 2025 2026 New Issue Supply Forecast Join Andrew D’Avino this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Perspectives Global Fixed Income’s Top 5 Investment Ideas for 2026 MacKay Shields Global Fixed Income team shares their Top 5 Investment Ideas for 2026.
NYL Investments
Perspectives • December 16, 2025 Twas the Week Before Christmas… MacKay Municipal Managers reviews the current muni market landscape and looks back at their 2025 outlook.
Perspectives • December 16, 2025 Happy Holidays from Global Market Strategy ‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025.
Perspectives • December 15, 2025 Our Holiday Ode to the Markets ‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025.
Perspectives • December 12, 2025 GMS Weekly Macro Pulse What we learned from the Fed’s December meeting and press conference.
Perspectives • November 28, 2025 Portfolio Manager Insights | New York Life Investments Latest market and asset class perspectives directly from seasoned and skilled investment professionals.
Events and Webcasts • November 2025 2026 Outlook: Charting the Year Ahead As investors look to 2026, markets are defined by tension.
A Responsible Path to U.S. Large Cap Growth
Perspectives • November 25, 2025 A Responsible Path to U.S. Large Cap Growth Winslow Capital discusses the US large cap growth market and the differentiators driving the market.
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Perspectives • November 24, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.
NYL Investments
Perspectives • November 24, 2025 Navigating Rates and Portfolio Positioning Join us for a timely panel discussion on recent Fed decisions, rate volatility, and their impact on municipal markets.
NYL Investments
Education • November 19, 2025 ETF Tax Efficiency ETFs can help investors manage taxes more effectively by reducing capital gain distributions and improving after-tax outcomes.
NYL Investments
Education • November 19, 2025 Understanding ETFs: The Foundation ETFs provide flexibility, diversification, and cost efficiency—making them a cornerstone of modern investing
NYL Investments
Education • November 19, 2025 How ETFs Trade and Are Priced Understanding ETF pricing (NAVs, iNAVs, and bid-ask spreads) helps investors trade more efficiently and with greater confidence.
NYL Investments
Education • November 19, 2025 ETF Liquidity & Market Mechanics Liquidity in ETFs is supported by robust market structures and partnerships that help ensure efficient trading and fair pricing
Why Asset-Backed Securities are Not the Next Financial Crisis
Perspectives • November 17, 2025 Why Asset-Backed Securities are Not the Next Financial Crisis Despite recent headlines, we believe the securitized ABS market remains fundamentally sound.
NYLI Funds Dividend Schedule for 2025
Tax Center • November 14, 2025 NYLI Funds Dividend Schedule for 2025
International Equities: Why Now?
Perspectives • November 14, 2025 International Equities: Why Now? Four reasons why international equity investing is compelling source of return potential.
NYLI ETF 2025 Distribution Schedule
Tax Center • November 13, 2025 New York Life Investments ETFs Distribution Schedule NYLI ETF 2025 Distribution Schedule
New York Life Investments ETFs Capital Gain Estimates
Tax Center • November 13, 2025 New York Life Investments ETFs Capital Gain Estimates New York Life Investments ETFs Capital Gain Estimates
The Index is not a Market
Perspectives • November 11, 2025 The Index is not a Market Winslow Capital provides their perspective on the US Large Cap equity market.
Infographic: 4 Things Investors Need to Know About AI
Perspectives • November 11, 2025 Infographic: 4 Things Investors Need to Know About AI AI is transforming the world by performing things from everyday tasks to life-saving surgeries. But where are the biggest opportunities for investors?
The Hidden Cost of Cheap Beta: Why Active Munis Win
Perspectives • November 6, 2025 The Hidden Cost of Cheap Beta: Why Active Munis Win MMIN and MMIT capture overlooked muni sectors, delivering broader exposure and stronger results than passive ETFs.
NYL Investments
Perspectives • November 5, 2025 2025 Global Investment Outlooks | New York Life Investments Our Q4 outlooks examine where selectivity counts most and how investors can stay positioned for opportunity as markets shift.
What Passive Munis Leave on the Table
Perspectives • November 4, 2025 What Passive Munis Leave on the Table MTBIX and MTFGX deliver fuller market access and performance where passive funds fall short.
NYL Investments
Perspectives • September 30, 2025 Q3 2025 NY Muni Fund Update Portfolio Manager Mike Perilli and Analyst Jack Muller provide insight into positioning for our NY Muni fund and current market landscape.
Passive Muni ETFs Lag Behind Actively Managed Mandates
Perspectives • October 31, 2025 Passive Muni ETFs Lag Behind Actively Managed Mandates MMCA goes beyond traditional muni exposure, and has outperformed passive muni ETFs.
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Perspectives • October 31, 2025 Why Short Duration High Yield Still Stands Out in a Cutting Cycle Due to relatively high income potential, low interest-rate sensitivity, and strong risk-adjusted return history, short duration high yield remains a potential solution in a falling rate environment.
city skyscraper looking up to sunlight.
Perspectives • September 30, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 4Q25 MacKay Shields' specialty fixed income market outlooks for Q4 2025 highlight opportunity amid caution.
NYL Investments
Perspectives • October 23, 2025 Why Peace in Europe Won’t Rewind Markets: The Playbook Investors Need Now In today’s markets, security and policy come first, not globalization.
China Tariff Escalation–Shades of April, but Key Differences
Perspectives • October 22, 2025 China Tariff Escalation–Shades of April, but Key Differences MacKay Shields comments on tariff escalation between China and the U.S.
NYL Investments
Perspectives • October 20, 2025 Growth In Focus: Equity Insights From Fiera Capital Fiera Capital provides their Q3 2025 update on equity markets.
NYLI Cushing MLP Premier Fund 19a Notice October 2025
Tax Center • October 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice October 2025 NYLI Cushing MLP Premier Fund 19a Notice October 2025
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Perspectives • September 30, 2025 Making the Case for Increasing International Equity Exposure Investors are no strangers to market uncertainty, and global events continue to influence equity markets and currency movements in ways that can be difficult to predict.
Infrastructure: At the Center of AI Growth
Perspectives • September 24, 2025 Infrastructure: At the Center of AI Growth Listed infrastructure has become a key beneficiary of 2025’s market drivers: AI buildout, rising U.S. power demand, supportive policies, and shifting rate expectations.
Tariff Uncertainty to Persist with Recent Court Ruling
Perspectives • September 16, 2025 Tariff Uncertainty to Persist with Recent Court Ruling Investors appear concerned both about fiscal implications of the recent court decision and the broader uncertainty over trade policy.
NYLI Cushing MLP Premier Fund Q3 2025 19a Notice
Tax Center • September 15, 2025 NYLI Cushing MLP Premier Fund Q3 2025 19a Notice NYLI Cushing MLP Premier Fund Q3 2025 19a Notice
Sandstone Closeup Blue
Perspectives • September 10, 2025 Deconstructing Duration in a Rate-Cutting Environment As the Federal Reserve signals interest rate cuts, understanding how bond durations and yield curves interact becomes crucial.
Infographic: 3 Factors Dragging Down the U.S. Dollar
Perspectives • September 9, 2025 Infographic: 3 Factors Dragging Down the U.S. Dollar The U.S. dollar is experiencing pressure from several directions: including slower economic growth, persistent inflation expectations, and easing interest rates.
NYL Investments
Education • September 2, 2025 Is Social Security Going Broke? Social Security is changing. Here's what retirees need to know.
NYL Investments
Perspectives • August 20, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.
NYLI Cushing MLP Premier Fund 19a Notice August 2025
Tax Center • August 12, 2025 NYLI Cushing MLP Premier Fund 19a Notice August 2025 NYLI Cushing MLP Premier Fund 19a Notice August 2025
NYLI Cushing MLP Premier Fund 19a Notice July 2025
Tax Center • July 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice July 2025 NYLI Cushing MLP Premier Fund 19a Notice July 2025
NYL Investments
Perspectives • July 14, 2025 Top 5 Muni Market Insights 2025: Mid-Year Update MacKay Municipal Managers share mid-year insights. See how our five key municipal themes are tracking.
Infographic: The Case for Active ETFs
Perspectives • July 2, 2025 Infographic: The Case for Active ETFs Active ETFs are experiencing explosive growth fueled by investor demand for professionally managed, transparent, and flexible investment solutions amid market volatility and higher taxes.
city skyscraper looking up to sunlight.
Perspectives • June 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 3Q25 In MacKay Shields’ latest outlooks, the investment teams explore key trends shaping the fixed income market and examine the evolving risk and return dynamics in global fixed income.
NYLI Cushing MLP Premier Fund Q2 2025 19a Notice
Tax Center • June 12, 2025 NYLI Cushing MLP Premier Fund Q2 2025 19a Notice NYLI Cushing MLP Premier Fund Q2 2025 19a Notice
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Perspectives • June 10, 2025 Unlocking A Liquid, Capital-Efficient Path Into Asset-Based Lending Through SECR As investors continue to increase allocations to private credit, the NYLI MacKay Securitized Income ETF (SECR) offers a liquid, scalable, and transparent alternative to traditional asset-based financing (ABF).
NYLI Funds NRA Layout
Tax Center • June 3, 2025 NYLI Funds NRA Layout
NYL Investments
Perspectives • June 3, 2025 Key Insights on Multi-Sector Positioning with Neil Moriarty Neil Moriarty, Co-Head of Global Fixed Income at MacKay Shields, shares timely insights on positioning within multi-sector fixed income.
Perspectives • June 2, 2025 Trust or Bust: The Next Era of Global Debt Sustainability Debt is sustainable at any level if investors maintain demand for the debt at interest rates the borrower can afford.
Liquidity Management is Critical
Perspectives • May 30, 2025 Liquidity Management is Critical Investors should give well-thought-out liquidity stronger consideration to managers with prudent, management practices.
NYL Investments
Perspectives • May 19, 2025 Shareholder Yield Strategies Aims to Navigate Risk Amid Market Volatility Kera Van Valen, CFA, Managing Director, Portfolio Manager, Epoch Investment Partners, provides insights on the current economic environment.
NYLI Cushing MLP Premier Fund 19a Notice May 2025
Tax Center • May 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice May 2025 NYLI Cushing MLP Premier Fund 19a Notice May 2025
Infographic: Charting U.S. Trade Relationships
Perspectives • May 9, 2025 Infographic: Charting U.S. Trade Relationships Understanding the dynamics of U.S. trade relationships is essential for investors. A balanced perspective can help you identify potential risks and uncover valuable investment opportunities.
NYL Investments
Events and Webcasts • May 8, 2025 Navigating Complex Bond Markets with MacKay Shields Watch MacKay Shields’ panel of specialty fixed income experts discuss the current market landscape and considerations for investors amongst recent policy decisions and heightened volatility.
city skyscraper looking up to sunlight.
Perspectives • April 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 2Q25 In MacKay Shields’ latest outlooks, the investment teams review how recent tariff announcements have sparked significant market reactions, leading to wider spreads and increased recession risks, and the opportunities presented within the fixed income asset class.
Taking Turns at the Top-Fixed Income
Education • April 30, 2025 Taking Turns at the Top - Fixed Income Annual total returns ranked in order of performance.
Key Asset Classes
Education • April 22, 2025 Taking Turns at the Top - Key Asset Classes Annual total returns ranked in order of performance.
NYL Investments
Perspectives • April 22, 2025 A Commitment to Quality Through Market Cycles Samuel Weiss, CFA, Investment Specialist and Client Portfolio Manager at PineStone Asset Management, provides timely insights into the current market turbulence and how they are positioning themselves.
NYL Investments
Perspectives • April 22, 2025 Resilience Amid Volatility and a Focus on Fundamentals Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment and how they're positioning themselves ahead of the market uncertainty.
Events and Webcasts Geopolitics and Politics: Investing in a Shifting World Order The resurgence of great power politics is fundamentally reshaping the relationship between geopolitics and economies.
NYLI Cushing MLP Premier Fund 19a Notice April 2025
Tax Center • April 10, 2025 NYLI Cushing MLP Premier Fund 19a Notice April 2025 NYLI Cushing MLP Premier Fund 19a Notice April 2025
NYL Investments
Events and Webcasts • April 10, 2025 The Impact of U.S. Tariffs on Equity Markets Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
18 wheeler semi truck aerial view
Events and Webcasts • April 9, 2025 Municipal Bond Market Update: Key Performance Drivers Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, shares timely insights on the municipal bond market
Essentials Guide: Riding Out Market Events
Perspectives • April 4, 2025 Essentials Guide: Riding Out Market Events Volatility is the short-term fluctuation in price or value of a specific investment or financial market.
MMIT NYLI MacKay Muni Intermediate ETF 19a Notice April 2025
Tax Center • April 3, 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice April 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice April 2025
NYL Investments
Perspectives • April 1, 2025 The End of Increasing Index Concentration Winslow Capital Management discusses why the recent trend of increasing index concentration may be coming to an end.
NYL Investments
Perspectives • March 27, 2025 Look Beyond Core Bonds to Unlock Diversified Sources of Returns Core bonds have always been a staple in investment portfolios and will likely continue to play an important role in the future.
Infographic: Trading Under Trump
Perspectives Infographic: Trading Under Trump As President Trump’s second term progresses, it’s crucial to look back at the market trends from his first term to identify potential opportunities.
NYL Investments
Perspectives • March 18, 2025 Finding Value by Stepping Down in Credit Quality Investors often assume that stepping down in credit quality means taking on significantly more risk —but the data tells a different story.
NYLI Cushing MLP Premier Fund Q1 2025 19a Notice
Tax Center • March 11, 2025 NYLI Cushing MLP Premier Fund Q1 2025 19a Notice NYLI Cushing MLP Premier Fund Q1 2025 19a Notice
Investing Essentials: Investment Grade Bonds
Education • March 11, 2025 Investing Essentials: Investment Grade Bonds Get off the sideline and consider investment-grade bonds.
Investing Essentials: Growth of a Dollar
Education • March 7, 2025 Investing Essentials: Growth of a Dollar See how a dollar would have grown over the past 94 years.
Investing Essentials: Growth of a Dollar After Taxes and Inflation
Education • March 7, 2025 Investing Essentials: Growth of a Dollar After Taxes and Inflation Stocks have historically provided the best performance versus fixed- income securities when taking into account both taxes and inflation.
Investing Essentials: Growth of a Dollar After Taxes
Education • March 6, 2025 Investing Essentials: Growth of a Dollar After Taxes See how a dollar would have grown over the past 94 years. taking into account taxes.
MMIT NYLI MacKay Muni Intermediate ETF 19a Notice March 2025
Tax Center • March 3, 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice March 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice March 2025
Investing Essentials: Why Equities Make Sense
Education • February 26, 2025 Investing Essentials: Why equities continue to make sense today Periods of high inflation and economic recessions have not stopped the long-term trend of equity markets.
The Power of Tax-Equivalent Yield
Education • February 26, 2025 Investing Essentials: The Power of Taxable Equivalent Yield (National) The pretax yield a taxable bond needs to possess for its yield to be equal to that of a tax-exempt bond is the tax-equivalent yield.
The Penalty for Missing the Market
Education • February 12, 2025 Investing Essentials: The Penalty for Missing the Market Historically, just missing a few days could put a dent in the returns you would have received.
NYLI Cushing MLP Premier Fund 19a Notice February 2025
Tax Center • February 11, 2025 NYLI Cushing MLP Premier Fund 19a Notice February 2025 NYLI Cushing MLP Premier Fund 19a Notice February 2025
driving in dark tunnel
Perspectives • February 10, 2025 Credit Duration Barbell: Optimizing Risk for Income Generation The decision to extend duration or stay short has proven to be quite difficult over the past few years.
A Compelling Case for Diversification Beyond Treasuries
Perspectives • February 7, 2025 A Compelling Case for Diversification Beyond Treasuries: Echoes of the Mid-1990s MacKay Shields Global Fixed Income team believes that the current economic and market conditions provide a powerful case for diversifying into a broader set of fixed-income opportunities.
Taking Turns at the Top - Fixed Income (Net Flows)
Education • February 7, 2025 Investing Essentials: Taking Turns at the Top - Fixed Income (Net Flows) Annual net flows of fixed income investments.
Infographic: What History Reveals About Interest Rate
Perspectives • February 4, 2025 Infographic: What History Reveals About Interest Rate Infographic: What History Reveals About Interest Rate
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Tax Center • February 4, 2025 Fund Tax Forms 8937 Access Fund Tax Forms 8937 documents.
Infographic: The Record $6 Trillion in Cash on the Sidelines
Perspectives • February 4, 2025 Infographic: The Record $6 Trillion in Cash on the Sidelines With the rate hiking cycle possibly nearing its end, is it time to deploy the capital that has been stockpiled in money market funds?
Carbon Offsetting: Paving the Way for a Greener Future
Education • February 4, 2025 Carbon Offsetting: Paving the Way for a Greener Future Carbon offsetting has become a common term used in business today, but what does it really mean?
NYL Investments
Perspectives • February 5, 2025 Consider MSTIX Amid Declining Money Market Yields As money market yields decline, tax-equivalent yields from short-term muni funds could be considered an attractive alternative
NYLI MacKay California Muni Intermediate ETF 19a Notice February 2025
Tax Center • February 3, 2025 NYLI MacKay California Muni Intermediate ETF 19a Notice February 2025 NYLI MacKay California Muni Intermediate ETF 19a Notice February 2025
NYLI MacKay Muni Intermediate ETF 19a Notice February 2025
Tax Center • February 3, 2025 NYLI MacKay Muni Intermediate ETF 19a Notice February 2025 NYLI MacKay Muni Intermediate ETF 19a Notice February 2025
NYLI ETFs Dividends Received Deductions
Tax Center • January 31, 2025 NYLI ETFs Dividends Received Deductions Income tax information notice.
NYLI ETFs Qualified Dividend Income
Tax Center • January 31, 2025 NYLI ETFs Qualified Dividend Income Income tax information notice.
NYLI ETFs Foreign Income Tax Information
Tax Center • January 31, 2025 NYLI ETFs Foreign Income Tax Information Income tax information notice.
NYLI ETFs Tax-Exempt Interest Dividends by State
Tax Center • January 31, 2025 NYLI ETFs Tax-Exempt Interest Dividends by State Income tax information notice.
NYLI Funds Dividends Received Deductions Notice
Tax Center • January 28, 2025 NYLI Funds Dividends Received Deductions Notice NYLI Funds Dividends Received Deductions Notice
NYL Investments
Perspectives • January 28, 2025 Swan Lake: The risks that would most disrupt consensus in 2025 We explore the possible domino effects of potential ‘black swan’ events – and the disruptive risks.
Managing Geopolitical Risk
Education • January 24, 2025 Investing Essentials: Managing Geopolitical Risk Investing Essentials: Managing Geopolitical Risk
Doing the Math
Education • January 23, 2025 Investing Essentials: Doing the Math Consistent return and preservation of capital can be key objectives in helping to achieve your long-term investment goals.
city skyscraper looking up to sunlight.
Perspectives • January 23, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 1Q25 In MacKay Shields’ latest outlooks, the investment teams review how the US economy's sustained momentum has implications on fixed income markets, and strategic investment approaches for navigating the evolving financial landscape for 2025.
Infographic: The Tax-Loss Harvesting Advantage
Perspectives • January 16, 2025 Infographic: The Tax-Loss Harvesting Advantage No one likes losing money on investments, but it turns out it can have a silver lining. Through tax-loss harvesting, you can use losses to reduce your taxes.
NYLI Funds Income Tax Information Notice
Tax Center • January 15, 2025 NYLI Funds Income Tax Information Notice NYLI Funds Income Tax Information Notice
NYLI Funds Foreign Income Tax Information Notice
Tax Center • January 15, 2025 NYLI Funds Foreign Income Tax Information Notice NYLI Funds Foreign Income Tax Information Notice
NYLI Cushing MLP Premier Fund 19a Notice January 2025
Tax Center • January 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice January 2025 NYLI Cushing MLP Premier Fund 19a Notice January 2025
Taking Turns at the Top - Key U.S. Equity Sectors
Education • January 13, 2025 Investing Essentials: Taking Turns at the Top - Key U.S. Equity Sectors Annual total returns ranked in order of performance.
NYL Investments
Perspectives • January 10, 2025 Three Reasons to Allocate to Short Duration High Yield in 2025 By diversifying exposure to both rate and credit risk with short duration high yield, investors may best position themselves to help achieve favorable investment outcomes.
NYL Investments
Perspectives • January 9, 2025 2025 Municipal Market Outlook MacKay Municipal Managers provides their 2025 outlook for the municipal markets.
Shiny metal aerospace parts production
Education • January 1, 2025 Cost Basis Reporting Learn more about cost basis reporting of mutual funds and why is it important.
Concrete architectural tunnel
Education • January 1, 2025 Types of ETFs Discover the different types of ETFs which includes both broad markets and specific sectors and countries.
Worm spiral reef Indonesia
Education • January 1, 2025 Understanding Tax Forms Each investment transaction has tax consequences. Our chart outlines tax documents you may receive related to your mutual funds.
Aerial view of parked cars
Education • January 1, 2025 ETFs: Creating a Diversified Portfolio Learn how ETFs may help build a diversified, more efficient portfolio.
Aerial residential building Hong Kong
Education • January 1, 2025 What is an ETF? Gain a better understanding of ETFs, which don't try to "beat" the market, but rather, "be" the market.
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Education • January 1, 2025 What is an Authorized Participant? Learn about Authorized Participants and why are they so important to the ETF process.
Tokyo glass wall architecture office
Education • January 1, 2025 Differences Between ETFs and Mutual Funds Gain an understanding of while ETFs and Mutual Funds are similar in many ways, there are a number of differences.
Robotic machine conveyor factory
Education • January 1, 2025 What do ETFs Provide? Learn how ETFs are designed to increased diversification through broader access.
NYLI VP Portfolios Dividend Schedule 2025
Tax Center • December 31, 2024 NYLI VP Portfolios Dividend Schedule 2025 NYLI VP Portfolios Dividend Schedule 2025
NYLI Cushing MLP Premier Fund Q4 2024 19a Notice
Tax Center • December 17, 2024 NYLI Cushing MLP Premier Fund Q4 2024 19a Notice NYLI Cushing MLP Premier Fund Q4 2024 19a Notice
NYLI Cushing MLP Premier Fund 19a Notice November 2024
Tax Center • November 13, 2024 NYLI Cushing MLP Premier Fund 19a Notice November 2024 NYLI Cushing MLP Premier Fund 19a Notice November 2024
NYLI Cushing MLP Premier Fund 19a Notice October 2024
Tax Center • October 15, 2024 NYLI Cushing MLP Premier Fund 19a Notice October 2024 NYLI Cushing MLP Premier Fund 19a Notice October 2024
Events and Webcasts • September 18, 2024 Inflection Point: Pivot with Munis and High Yield Join us for a live presentation where our portfolio managers will address navigating a shifting interest rate environment and optimizing fixed income portfolios.
NYLI Cushing MLP Premier Fund Q3 2024 19a Notice
Tax Center • September 17, 2024 NYLI Cushing MLP Premier Fund Q3 2024 19a Notice NYLI Cushing MLP Premier Fund Q3 2024 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice August 2024
Tax Center • August 14, 2024 MainStay Cushing MLP Premier Fund 19a Notice August 2024 MainStay Cushing MLP Premier Fund 19a Notice August 2024
MainStay Cushing MLP Premier Fund 19a Notice July 2024
Tax Center • July 15, 2024 MainStay Cushing MLP Premier Fund 19a Notice July 2024 MainStay Cushing MLP Premier Fund 19a Notice July 2024
MainStay Cushing MLP Premier Fund Q2 2024 19a Notice
Tax Center • June 18, 2024 MainStay Cushing MLP Premier Fund Q2 2024 19a Notice MainStay Cushing MLP Premier Fund Q2 2024 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice May 2024
Tax Center • May 14, 2024 MainStay Cushing MLP Premier Fund 19a Notice May 2024 MainStay Cushing MLP Premier Fund 19a Notice May 2024
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Events and Webcasts • May 6, 2024 Webcast Replay: Girl Math: Make Investing Work for You In celebration of Mother’s Day, our webcast provides insights into the speakers’ journeys into finance, passion for investing, and an overview of the economy.
MainStay Cushing MLP Premier Fund 19a Notice April 2024
Tax Center • April 15, 2024 MainStay Cushing MLP Premier Fund 19a Notice April 2024 MainStay Cushing MLP Premier Fund 19a Notice April 2024
MainStay Cushing MLP Premier Fund Q1 2024 19a Notice
Tax Center • March 18, 2024 MainStay Cushing MLP Premier Fund Q1 2024 19a Notice MainStay Cushing MLP Premier Fund Q1 2024 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice February 2024
Tax Center • February 14, 2024 MainStay Cushing MLP Premier Fund 19a Notice February 2024 MainStay Cushing MLP Premier Fund 19a Notice February 2024
MainStay Cushing MLP Premier Fund 19a Notice January 2024
Tax Center • January 18, 2024 MainStay Cushing MLP Premier Fund 19a Notice January 2024 MainStay Cushing MLP Premier Fund 19a Notice January 2024
MainStay Cushing MLP Premier Fund Q4 2023 19a Notice
Tax Center • December 19, 2023 MainStay Cushing MLP Premier Fund Q4 2023 19a Notice MainStay Cushing MLP Premier Fund Q4 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice November 2023
Tax Center • November 15, 2023 MainStay Cushing MLP Premier Fund 19a Notice November 2023 MainStay Cushing MLP Premier Fund 19a Notice November 2023
MainStay Cushing MLP Premier Fund 19a Notice October 2023
Tax Center • October 18, 2023 MainStay Cushing MLP Premier Fund 19a Notice October 2023 MainStay Cushing MLP Premier Fund 19a Notice October 2023
MainStay Cushing MLP Premier Fund Q3 2023 19a Notice
Tax Center • September 13, 2023 MainStay Cushing MLP Premier Fund Q3 2023 19a Notice MainStay Cushing MLP Premier Fund Q3 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice September 2023
Tax Center • September 12, 2023 MainStay Cushing MLP Premier Fund 19a Notice September 2023 MainStay Cushing MLP Premier Fund 19a Notice September 2023
MainStay Cushing MLP Premier Fund 19a Notice August 2023
Tax Center • August 18, 2023 MainStay Cushing MLP Premier Fund 19a Notice August 2023 MainStay Cushing MLP Premier Fund 19a Notice August 2023
MainStay Cushing MLP Premier Fund 19a Notice July 2023
Tax Center • July 31, 2023 MainStay Cushing MLP Premier Fund 19a Notice July 2023 MainStay Cushing MLP Premier Fund 19a Notice July 2023
Infographic: Fact or Fiction- What Investors Need to Know About Recessions
Perspectives • July 10, 2023 Infographic: Fact or Fiction- What Investors Need to Know About Recessions Probability of U.S. recession in the next 12 months
NYL Investments
Perspectives • August 1, 2o23 (re)globalization Anticipating the future state of global economics and geopolitics requires more than an extrapolation of current trends.
MainStay Cushing MLP Premier Fund Q2 2023 19a Notice
Tax Center • June 21, 2023 MainStay Cushing MLP Premier Fund Q2 2023 19a Notice MainStay Cushing MLP Premier Fund Q2 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice May 2023
Tax Center • May 17, 2023 MainStay Cushing MLP Premier Fund 19a Notice May 2023 MainStay Cushing MLP Premier Fund 19a Notice May 2023
MainStay Cushing MLP Premier Fund 19a Notice April 2023
Tax Center • April 19, 2023 MainStay Cushing MLP Premier Fund 19a Notice April 2023 MainStay Cushing MLP Premier Fund 19a Notice April 2023
MainStay Cushing MLP Premier Fund Q1 2023 19a Notice
Tax Center • March 20, 2023 MainStay Cushing MLP Premier Fund Q1 2023 19a Notice MainStay Cushing MLP Premier Fund Q1 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice February 2023
Tax Center • February 14, 2023 MainStay Cushing MLP Premier Fund 19a Notice February 2023 MainStay Cushing MLP Premier Fund 19a Notice February 2023
MainStay Cushing MLP Premier Fund 19a Notice January 2023
Tax Center • January 17, 2023 MainStay Cushing MLP Premier Fund 19a Notice January 2023 MainStay Cushing MLP Premier Fund 19a Notice January 2023
Events and Webcasts Macro Pulse: Walking the Tightrope The past 6 months marked a soft landing in the U.S., with steady disinflation, strong economic activity, and Fed rate cuts sending risk asset valuations higher.
NYL Investments
Perspectives • December 22, 2025 Rethinking Market Outlooks: A New Approach to Investing in 2026 Markets are shifting in ways predications can’t capture. Lauren Goodwin weighs in on why investors need new frameworks – not forecasts – to navigate a world where old playbooks no longer apply.
Perspectives • December 19, 2025 2026 New Issue Supply Forecast Join Andrew D’Avino this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Perspectives Global Fixed Income’s Top 5 Investment Ideas for 2026 MacKay Shields Global Fixed Income team shares their Top 5 Investment Ideas for 2026.
NYL Investments
Perspectives • December 16, 2025 Twas the Week Before Christmas… MacKay Municipal Managers reviews the current muni market landscape and looks back at their 2025 outlook.
Perspectives • December 16, 2025 Happy Holidays from Global Market Strategy ‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025.
Perspectives • December 15, 2025 Our Holiday Ode to the Markets ‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025.
Perspectives • December 12, 2025 GMS Weekly Macro Pulse What we learned from the Fed’s December meeting and press conference.
Perspectives • November 28, 2025 Portfolio Manager Insights | New York Life Investments Latest market and asset class perspectives directly from seasoned and skilled investment professionals.
A Responsible Path to U.S. Large Cap Growth
Perspectives • November 25, 2025 A Responsible Path to U.S. Large Cap Growth Winslow Capital discusses the US large cap growth market and the differentiators driving the market.
Office building sky upward
Perspectives • November 24, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.
NYL Investments
Perspectives • November 24, 2025 Navigating Rates and Portfolio Positioning Join us for a timely panel discussion on recent Fed decisions, rate volatility, and their impact on municipal markets.
Why Asset-Backed Securities are Not the Next Financial Crisis
Perspectives • November 17, 2025 Why Asset-Backed Securities are Not the Next Financial Crisis Despite recent headlines, we believe the securitized ABS market remains fundamentally sound.
International Equities: Why Now?
Perspectives • November 14, 2025 International Equities: Why Now? Four reasons why international equity investing is compelling source of return potential.
The Index is not a Market
Perspectives • November 11, 2025 The Index is not a Market Winslow Capital provides their perspective on the US Large Cap equity market.
Infographic: 4 Things Investors Need to Know About AI
Perspectives • November 11, 2025 Infographic: 4 Things Investors Need to Know About AI AI is transforming the world by performing things from everyday tasks to life-saving surgeries. But where are the biggest opportunities for investors?
The Hidden Cost of Cheap Beta: Why Active Munis Win
Perspectives • November 6, 2025 The Hidden Cost of Cheap Beta: Why Active Munis Win MMIN and MMIT capture overlooked muni sectors, delivering broader exposure and stronger results than passive ETFs.
NYL Investments
Perspectives • November 5, 2025 2025 Global Investment Outlooks | New York Life Investments Our Q4 outlooks examine where selectivity counts most and how investors can stay positioned for opportunity as markets shift.
What Passive Munis Leave on the Table
Perspectives • November 4, 2025 What Passive Munis Leave on the Table MTBIX and MTFGX deliver fuller market access and performance where passive funds fall short.
NYL Investments
Perspectives • September 30, 2025 Q3 2025 NY Muni Fund Update Portfolio Manager Mike Perilli and Analyst Jack Muller provide insight into positioning for our NY Muni fund and current market landscape.
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Perspectives • October 31, 2025 Why Short Duration High Yield Still Stands Out in a Cutting Cycle Due to relatively high income potential, low interest-rate sensitivity, and strong risk-adjusted return history, short duration high yield remains a potential solution in a falling rate environment.
Passive Muni ETFs Lag Behind Actively Managed Mandates
Perspectives • October 31, 2025 Passive Muni ETFs Lag Behind Actively Managed Mandates MMCA goes beyond traditional muni exposure, and has outperformed passive muni ETFs.
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Perspectives • September 30, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 4Q25 MacKay Shields' specialty fixed income market outlooks for Q4 2025 highlight opportunity amid caution.
NYL Investments
Perspectives • October 23, 2025 Why Peace in Europe Won’t Rewind Markets: The Playbook Investors Need Now In today’s markets, security and policy come first, not globalization.
China Tariff Escalation–Shades of April, but Key Differences
Perspectives • October 22, 2025 China Tariff Escalation–Shades of April, but Key Differences MacKay Shields comments on tariff escalation between China and the U.S.
NYL Investments
Perspectives • October 20, 2025 Growth In Focus: Equity Insights From Fiera Capital Fiera Capital provides their Q3 2025 update on equity markets.
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Perspectives • September 30, 2025 Making the Case for Increasing International Equity Exposure Investors are no strangers to market uncertainty, and global events continue to influence equity markets and currency movements in ways that can be difficult to predict.
Infrastructure: At the Center of AI Growth
Perspectives • September 24, 2025 Infrastructure: At the Center of AI Growth Listed infrastructure has become a key beneficiary of 2025’s market drivers: AI buildout, rising U.S. power demand, supportive policies, and shifting rate expectations.
Tariff Uncertainty to Persist with Recent Court Ruling
Perspectives • September 16, 2025 Tariff Uncertainty to Persist with Recent Court Ruling Investors appear concerned both about fiscal implications of the recent court decision and the broader uncertainty over trade policy.
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Perspectives • September 10, 2025 Deconstructing Duration in a Rate-Cutting Environment As the Federal Reserve signals interest rate cuts, understanding how bond durations and yield curves interact becomes crucial.
Infographic: 3 Factors Dragging Down the U.S. Dollar
Perspectives • September 9, 2025 Infographic: 3 Factors Dragging Down the U.S. Dollar The U.S. dollar is experiencing pressure from several directions: including slower economic growth, persistent inflation expectations, and easing interest rates.
NYL Investments
Perspectives • August 20, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.
NYL Investments
Perspectives • July 14, 2025 Top 5 Muni Market Insights 2025: Mid-Year Update MacKay Municipal Managers share mid-year insights. See how our five key municipal themes are tracking.
Infographic: The Case for Active ETFs
Perspectives • July 2, 2025 Infographic: The Case for Active ETFs Active ETFs are experiencing explosive growth fueled by investor demand for professionally managed, transparent, and flexible investment solutions amid market volatility and higher taxes.
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Perspectives • June 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 3Q25 In MacKay Shields’ latest outlooks, the investment teams explore key trends shaping the fixed income market and examine the evolving risk and return dynamics in global fixed income.
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Perspectives • June 10, 2025 Unlocking A Liquid, Capital-Efficient Path Into Asset-Based Lending Through SECR As investors continue to increase allocations to private credit, the NYLI MacKay Securitized Income ETF (SECR) offers a liquid, scalable, and transparent alternative to traditional asset-based financing (ABF).
NYL Investments
Perspectives • June 3, 2025 Key Insights on Multi-Sector Positioning with Neil Moriarty Neil Moriarty, Co-Head of Global Fixed Income at MacKay Shields, shares timely insights on positioning within multi-sector fixed income.
Perspectives • June 2, 2025 Trust or Bust: The Next Era of Global Debt Sustainability Debt is sustainable at any level if investors maintain demand for the debt at interest rates the borrower can afford.
Liquidity Management is Critical
Perspectives • May 30, 2025 Liquidity Management is Critical Investors should give well-thought-out liquidity stronger consideration to managers with prudent, management practices.
NYL Investments
Perspectives • May 19, 2025 Shareholder Yield Strategies Aims to Navigate Risk Amid Market Volatility Kera Van Valen, CFA, Managing Director, Portfolio Manager, Epoch Investment Partners, provides insights on the current economic environment.
Infographic: Charting U.S. Trade Relationships
Perspectives • May 9, 2025 Infographic: Charting U.S. Trade Relationships Understanding the dynamics of U.S. trade relationships is essential for investors. A balanced perspective can help you identify potential risks and uncover valuable investment opportunities.
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Perspectives • April 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 2Q25 In MacKay Shields’ latest outlooks, the investment teams review how recent tariff announcements have sparked significant market reactions, leading to wider spreads and increased recession risks, and the opportunities presented within the fixed income asset class.
NYL Investments
Perspectives • April 22, 2025 Resilience Amid Volatility and a Focus on Fundamentals Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment and how they're positioning themselves ahead of the market uncertainty.
NYL Investments
Perspectives • April 22, 2025 A Commitment to Quality Through Market Cycles Samuel Weiss, CFA, Investment Specialist and Client Portfolio Manager at PineStone Asset Management, provides timely insights into the current market turbulence and how they are positioning themselves.
Essentials Guide: Riding Out Market Events
Perspectives • April 4, 2025 Essentials Guide: Riding Out Market Events Volatility is the short-term fluctuation in price or value of a specific investment or financial market.
NYL Investments
Perspectives • April 1, 2025 The End of Increasing Index Concentration Winslow Capital Management discusses why the recent trend of increasing index concentration may be coming to an end.
NYL Investments
Perspectives • March 27, 2025 Look Beyond Core Bonds to Unlock Diversified Sources of Returns Core bonds have always been a staple in investment portfolios and will likely continue to play an important role in the future.
Infographic: Trading Under Trump
Perspectives Infographic: Trading Under Trump As President Trump’s second term progresses, it’s crucial to look back at the market trends from his first term to identify potential opportunities.
NYL Investments
Perspectives • March 18, 2025 Finding Value by Stepping Down in Credit Quality Investors often assume that stepping down in credit quality means taking on significantly more risk —but the data tells a different story.
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Perspectives • February 10, 2025 Credit Duration Barbell: Optimizing Risk for Income Generation The decision to extend duration or stay short has proven to be quite difficult over the past few years.
A Compelling Case for Diversification Beyond Treasuries
Perspectives • February 7, 2025 A Compelling Case for Diversification Beyond Treasuries: Echoes of the Mid-1990s MacKay Shields Global Fixed Income team believes that the current economic and market conditions provide a powerful case for diversifying into a broader set of fixed-income opportunities.
Infographic: What History Reveals About Interest Rate
Perspectives • February 4, 2025 Infographic: What History Reveals About Interest Rate Infographic: What History Reveals About Interest Rate
NYL Investments
Perspectives • February 5, 2025 Consider MSTIX Amid Declining Money Market Yields As money market yields decline, tax-equivalent yields from short-term muni funds could be considered an attractive alternative
Infographic: The Record $6 Trillion in Cash on the Sidelines
Perspectives • February 4, 2025 Infographic: The Record $6 Trillion in Cash on the Sidelines With the rate hiking cycle possibly nearing its end, is it time to deploy the capital that has been stockpiled in money market funds?
NYL Investments
Perspectives • January 28, 2025 Swan Lake: The risks that would most disrupt consensus in 2025 We explore the possible domino effects of potential ‘black swan’ events – and the disruptive risks.
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Perspectives • January 23, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 1Q25 In MacKay Shields’ latest outlooks, the investment teams review how the US economy's sustained momentum has implications on fixed income markets, and strategic investment approaches for navigating the evolving financial landscape for 2025.
Infographic: The Tax-Loss Harvesting Advantage
Perspectives • January 16, 2025 Infographic: The Tax-Loss Harvesting Advantage No one likes losing money on investments, but it turns out it can have a silver lining. Through tax-loss harvesting, you can use losses to reduce your taxes.
NYL Investments
Perspectives • January 10, 2025 Three Reasons to Allocate to Short Duration High Yield in 2025 By diversifying exposure to both rate and credit risk with short duration high yield, investors may best position themselves to help achieve favorable investment outcomes.
NYL Investments
Perspectives • January 9, 2025 2025 Municipal Market Outlook MacKay Municipal Managers provides their 2025 outlook for the municipal markets.
Infographic: Fact or Fiction- What Investors Need to Know About Recessions
Perspectives • July 10, 2023 Infographic: Fact or Fiction- What Investors Need to Know About Recessions Probability of U.S. recession in the next 12 months
NYL Investments
Perspectives • August 1, 2o23 (re)globalization Anticipating the future state of global economics and geopolitics requires more than an extrapolation of current trends.
NYL Investments
Education • November 19, 2025 How ETFs Trade and Are Priced Understanding ETF pricing (NAVs, iNAVs, and bid-ask spreads) helps investors trade more efficiently and with greater confidence.
NYL Investments
Education • November 19, 2025 Understanding ETFs: The Foundation ETFs provide flexibility, diversification, and cost efficiency—making them a cornerstone of modern investing
NYL Investments
Education • November 19, 2025 ETF Liquidity & Market Mechanics Liquidity in ETFs is supported by robust market structures and partnerships that help ensure efficient trading and fair pricing
NYL Investments
Education • November 19, 2025 ETF Tax Efficiency ETFs can help investors manage taxes more effectively by reducing capital gain distributions and improving after-tax outcomes.
NYL Investments
Education • September 2, 2025 Is Social Security Going Broke? Social Security is changing. Here's what retirees need to know.
Taking Turns at the Top-Fixed Income
Education • April 30, 2025 Taking Turns at the Top - Fixed Income Annual total returns ranked in order of performance.
Key Asset Classes
Education • April 22, 2025 Taking Turns at the Top - Key Asset Classes Annual total returns ranked in order of performance.
Investing Essentials: Investment Grade Bonds
Education • March 11, 2025 Investing Essentials: Investment Grade Bonds Get off the sideline and consider investment-grade bonds.
Investing Essentials: Growth of a Dollar
Education • March 7, 2025 Investing Essentials: Growth of a Dollar See how a dollar would have grown over the past 94 years.
Investing Essentials: Growth of a Dollar After Taxes and Inflation
Education • March 7, 2025 Investing Essentials: Growth of a Dollar After Taxes and Inflation Stocks have historically provided the best performance versus fixed- income securities when taking into account both taxes and inflation.
Investing Essentials: Growth of a Dollar After Taxes
Education • March 6, 2025 Investing Essentials: Growth of a Dollar After Taxes See how a dollar would have grown over the past 94 years. taking into account taxes.
The Power of Tax-Equivalent Yield
Education • February 26, 2025 Investing Essentials: The Power of Taxable Equivalent Yield (National) The pretax yield a taxable bond needs to possess for its yield to be equal to that of a tax-exempt bond is the tax-equivalent yield.
Investing Essentials: Why Equities Make Sense
Education • February 26, 2025 Investing Essentials: Why equities continue to make sense today Periods of high inflation and economic recessions have not stopped the long-term trend of equity markets.
The Penalty for Missing the Market
Education • February 12, 2025 Investing Essentials: The Penalty for Missing the Market Historically, just missing a few days could put a dent in the returns you would have received.
Taking Turns at the Top - Fixed Income (Net Flows)
Education • February 7, 2025 Investing Essentials: Taking Turns at the Top - Fixed Income (Net Flows) Annual net flows of fixed income investments.
Carbon Offsetting: Paving the Way for a Greener Future
Education • February 4, 2025 Carbon Offsetting: Paving the Way for a Greener Future Carbon offsetting has become a common term used in business today, but what does it really mean?
Managing Geopolitical Risk
Education • January 24, 2025 Investing Essentials: Managing Geopolitical Risk Investing Essentials: Managing Geopolitical Risk
Doing the Math
Education • January 23, 2025 Investing Essentials: Doing the Math Consistent return and preservation of capital can be key objectives in helping to achieve your long-term investment goals.
Taking Turns at the Top - Key U.S. Equity Sectors
Education • January 13, 2025 Investing Essentials: Taking Turns at the Top - Key U.S. Equity Sectors Annual total returns ranked in order of performance.
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Education • January 1, 2025 ETFs: Creating a Diversified Portfolio Learn how ETFs may help build a diversified, more efficient portfolio.
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Education • January 1, 2025 Differences Between ETFs and Mutual Funds Gain an understanding of while ETFs and Mutual Funds are similar in many ways, there are a number of differences.
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Education • January 1, 2025 What is an Authorized Participant? Learn about Authorized Participants and why are they so important to the ETF process.
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Education • January 1, 2025 What do ETFs Provide? Learn how ETFs are designed to increased diversification through broader access.
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Education • January 1, 2025 What is an ETF? Gain a better understanding of ETFs, which don't try to "beat" the market, but rather, "be" the market.
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Education • January 1, 2025 Types of ETFs Discover the different types of ETFs which includes both broad markets and specific sectors and countries.
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Education • January 1, 2025 Cost Basis Reporting Learn more about cost basis reporting of mutual funds and why is it important.
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Education • January 1, 2025 Understanding Tax Forms Each investment transaction has tax consequences. Our chart outlines tax documents you may receive related to your mutual funds.
Events and Webcasts • November 2025 2026 Outlook: Charting the Year Ahead As investors look to 2026, markets are defined by tension.
NYL Investments
Events and Webcasts • November 24, 2025 Navigating Rates and Portfolio Positioning Join us for a timely panel discussion on recent Fed decisions, rate volatility, and their impact on municipal markets.
NYL Investments
Events and Webcasts • May 8, 2025 Navigating Complex Bond Markets with MacKay Shields Watch MacKay Shields’ panel of specialty fixed income experts discuss the current market landscape and considerations for investors amongst recent policy decisions and heightened volatility.
Events and Webcasts Geopolitics and Politics: Investing in a Shifting World Order The resurgence of great power politics is fundamentally reshaping the relationship between geopolitics and economies.
NYL Investments
Events and Webcasts • April 10, 2025 The Impact of U.S. Tariffs on Equity Markets Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
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Events and Webcasts • April 9, 2025 Municipal Bond Market Update: Key Performance Drivers Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, shares timely insights on the municipal bond market
Events and Webcasts • September 18, 2024 Inflection Point: Pivot with Munis and High Yield Join us for a live presentation where our portfolio managers will address navigating a shifting interest rate environment and optimizing fixed income portfolios.
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Events and Webcasts • May 6, 2024 Webcast Replay: Girl Math: Make Investing Work for You In celebration of Mother’s Day, our webcast provides insights into the speakers’ journeys into finance, passion for investing, and an overview of the economy.
Events and Webcasts Macro Pulse: Walking the Tightrope The past 6 months marked a soft landing in the U.S., with steady disinflation, strong economic activity, and Fed rate cuts sending risk asset valuations higher.
NYLI Funds Dividend Schedule for 2025
Tax Center • November 14, 2025 NYLI Funds Dividend Schedule for 2025
NYLI ETF 2025 Distribution Schedule
Tax Center • November 13, 2025 New York Life Investments ETFs Distribution Schedule NYLI ETF 2025 Distribution Schedule
New York Life Investments ETFs Capital Gain Estimates
Tax Center • November 13, 2025 New York Life Investments ETFs Capital Gain Estimates New York Life Investments ETFs Capital Gain Estimates
NYLI Cushing MLP Premier Fund 19a Notice October 2025
Tax Center • October 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice October 2025 NYLI Cushing MLP Premier Fund 19a Notice October 2025
NYLI Cushing MLP Premier Fund Q3 2025 19a Notice
Tax Center • September 15, 2025 NYLI Cushing MLP Premier Fund Q3 2025 19a Notice NYLI Cushing MLP Premier Fund Q3 2025 19a Notice
NYLI Cushing MLP Premier Fund 19a Notice August 2025
Tax Center • August 12, 2025 NYLI Cushing MLP Premier Fund 19a Notice August 2025 NYLI Cushing MLP Premier Fund 19a Notice August 2025
NYLI Cushing MLP Premier Fund 19a Notice July 2025
Tax Center • July 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice July 2025 NYLI Cushing MLP Premier Fund 19a Notice July 2025
NYLI Cushing MLP Premier Fund Q2 2025 19a Notice
Tax Center • June 12, 2025 NYLI Cushing MLP Premier Fund Q2 2025 19a Notice NYLI Cushing MLP Premier Fund Q2 2025 19a Notice
NYLI Funds NRA Layout
Tax Center • June 3, 2025 NYLI Funds NRA Layout
NYLI Cushing MLP Premier Fund 19a Notice May 2025
Tax Center • May 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice May 2025 NYLI Cushing MLP Premier Fund 19a Notice May 2025
NYLI Cushing MLP Premier Fund 19a Notice April 2025
Tax Center • April 10, 2025 NYLI Cushing MLP Premier Fund 19a Notice April 2025 NYLI Cushing MLP Premier Fund 19a Notice April 2025
MMIT NYLI MacKay Muni Intermediate ETF 19a Notice April 2025
Tax Center • April 3, 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice April 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice April 2025
NYLI Cushing MLP Premier Fund Q1 2025 19a Notice
Tax Center • March 11, 2025 NYLI Cushing MLP Premier Fund Q1 2025 19a Notice NYLI Cushing MLP Premier Fund Q1 2025 19a Notice
MMIT NYLI MacKay Muni Intermediate ETF 19a Notice March 2025
Tax Center • March 3, 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice March 2025 MMIT NYLI MacKay Muni Intermediate ETF 19a Notice March 2025
NYLI Cushing MLP Premier Fund 19a Notice February 2025
Tax Center • February 11, 2025 NYLI Cushing MLP Premier Fund 19a Notice February 2025 NYLI Cushing MLP Premier Fund 19a Notice February 2025
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Tax Center • February 4, 2025 Fund Tax Forms 8937 Access Fund Tax Forms 8937 documents.
NYLI MacKay Muni Intermediate ETF 19a Notice February 2025
Tax Center • February 3, 2025 NYLI MacKay Muni Intermediate ETF 19a Notice February 2025 NYLI MacKay Muni Intermediate ETF 19a Notice February 2025
NYLI MacKay California Muni Intermediate ETF 19a Notice February 2025
Tax Center • February 3, 2025 NYLI MacKay California Muni Intermediate ETF 19a Notice February 2025 NYLI MacKay California Muni Intermediate ETF 19a Notice February 2025
NYLI ETFs Qualified Dividend Income
Tax Center • January 31, 2025 NYLI ETFs Qualified Dividend Income Income tax information notice.
NYLI ETFs Dividends Received Deductions
Tax Center • January 31, 2025 NYLI ETFs Dividends Received Deductions Income tax information notice.
NYLI ETFs Foreign Income Tax Information
Tax Center • January 31, 2025 NYLI ETFs Foreign Income Tax Information Income tax information notice.
NYLI ETFs Tax-Exempt Interest Dividends by State
Tax Center • January 31, 2025 NYLI ETFs Tax-Exempt Interest Dividends by State Income tax information notice.
NYLI Funds Dividends Received Deductions Notice
Tax Center • January 28, 2025 NYLI Funds Dividends Received Deductions Notice NYLI Funds Dividends Received Deductions Notice
NYLI Funds Foreign Income Tax Information Notice
Tax Center • January 15, 2025 NYLI Funds Foreign Income Tax Information Notice NYLI Funds Foreign Income Tax Information Notice
NYLI Funds Income Tax Information Notice
Tax Center • January 15, 2025 NYLI Funds Income Tax Information Notice NYLI Funds Income Tax Information Notice
NYLI Cushing MLP Premier Fund 19a Notice January 2025
Tax Center • January 14, 2025 NYLI Cushing MLP Premier Fund 19a Notice January 2025 NYLI Cushing MLP Premier Fund 19a Notice January 2025
NYLI VP Portfolios Dividend Schedule 2025
Tax Center • December 31, 2024 NYLI VP Portfolios Dividend Schedule 2025 NYLI VP Portfolios Dividend Schedule 2025
NYLI Cushing MLP Premier Fund Q4 2024 19a Notice
Tax Center • December 17, 2024 NYLI Cushing MLP Premier Fund Q4 2024 19a Notice NYLI Cushing MLP Premier Fund Q4 2024 19a Notice
NYLI Cushing MLP Premier Fund 19a Notice November 2024
Tax Center • November 13, 2024 NYLI Cushing MLP Premier Fund 19a Notice November 2024 NYLI Cushing MLP Premier Fund 19a Notice November 2024
NYLI Cushing MLP Premier Fund 19a Notice October 2024
Tax Center • October 15, 2024 NYLI Cushing MLP Premier Fund 19a Notice October 2024 NYLI Cushing MLP Premier Fund 19a Notice October 2024
NYLI Cushing MLP Premier Fund Q3 2024 19a Notice
Tax Center • September 17, 2024 NYLI Cushing MLP Premier Fund Q3 2024 19a Notice NYLI Cushing MLP Premier Fund Q3 2024 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice August 2024
Tax Center • August 14, 2024 MainStay Cushing MLP Premier Fund 19a Notice August 2024 MainStay Cushing MLP Premier Fund 19a Notice August 2024
MainStay Cushing MLP Premier Fund 19a Notice July 2024
Tax Center • July 15, 2024 MainStay Cushing MLP Premier Fund 19a Notice July 2024 MainStay Cushing MLP Premier Fund 19a Notice July 2024
MainStay Cushing MLP Premier Fund Q2 2024 19a Notice
Tax Center • June 18, 2024 MainStay Cushing MLP Premier Fund Q2 2024 19a Notice MainStay Cushing MLP Premier Fund Q2 2024 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice May 2024
Tax Center • May 14, 2024 MainStay Cushing MLP Premier Fund 19a Notice May 2024 MainStay Cushing MLP Premier Fund 19a Notice May 2024
MainStay Cushing MLP Premier Fund 19a Notice April 2024
Tax Center • April 15, 2024 MainStay Cushing MLP Premier Fund 19a Notice April 2024 MainStay Cushing MLP Premier Fund 19a Notice April 2024
MainStay Cushing MLP Premier Fund Q1 2024 19a Notice
Tax Center • March 18, 2024 MainStay Cushing MLP Premier Fund Q1 2024 19a Notice MainStay Cushing MLP Premier Fund Q1 2024 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice February 2024
Tax Center • February 14, 2024 MainStay Cushing MLP Premier Fund 19a Notice February 2024 MainStay Cushing MLP Premier Fund 19a Notice February 2024
MainStay Cushing MLP Premier Fund 19a Notice January 2024
Tax Center • January 18, 2024 MainStay Cushing MLP Premier Fund 19a Notice January 2024 MainStay Cushing MLP Premier Fund 19a Notice January 2024
MainStay Cushing MLP Premier Fund Q4 2023 19a Notice
Tax Center • December 19, 2023 MainStay Cushing MLP Premier Fund Q4 2023 19a Notice MainStay Cushing MLP Premier Fund Q4 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice November 2023
Tax Center • November 15, 2023 MainStay Cushing MLP Premier Fund 19a Notice November 2023 MainStay Cushing MLP Premier Fund 19a Notice November 2023
MainStay Cushing MLP Premier Fund 19a Notice October 2023
Tax Center • October 18, 2023 MainStay Cushing MLP Premier Fund 19a Notice October 2023 MainStay Cushing MLP Premier Fund 19a Notice October 2023
MainStay Cushing MLP Premier Fund Q3 2023 19a Notice
Tax Center • September 13, 2023 MainStay Cushing MLP Premier Fund Q3 2023 19a Notice MainStay Cushing MLP Premier Fund Q3 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice September 2023
Tax Center • September 12, 2023 MainStay Cushing MLP Premier Fund 19a Notice September 2023 MainStay Cushing MLP Premier Fund 19a Notice September 2023
MainStay Cushing MLP Premier Fund 19a Notice August 2023
Tax Center • August 18, 2023 MainStay Cushing MLP Premier Fund 19a Notice August 2023 MainStay Cushing MLP Premier Fund 19a Notice August 2023
MainStay Cushing MLP Premier Fund 19a Notice July 2023
Tax Center • July 31, 2023 MainStay Cushing MLP Premier Fund 19a Notice July 2023 MainStay Cushing MLP Premier Fund 19a Notice July 2023
MainStay Cushing MLP Premier Fund Q2 2023 19a Notice
Tax Center • June 21, 2023 MainStay Cushing MLP Premier Fund Q2 2023 19a Notice MainStay Cushing MLP Premier Fund Q2 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice May 2023
Tax Center • May 17, 2023 MainStay Cushing MLP Premier Fund 19a Notice May 2023 MainStay Cushing MLP Premier Fund 19a Notice May 2023
MainStay Cushing MLP Premier Fund 19a Notice April 2023
Tax Center • April 19, 2023 MainStay Cushing MLP Premier Fund 19a Notice April 2023 MainStay Cushing MLP Premier Fund 19a Notice April 2023
MainStay Cushing MLP Premier Fund Q1 2023 19a Notice
Tax Center • March 20, 2023 MainStay Cushing MLP Premier Fund Q1 2023 19a Notice MainStay Cushing MLP Premier Fund Q1 2023 19a Notice
MainStay Cushing MLP Premier Fund 19a Notice February 2023
Tax Center • February 14, 2023 MainStay Cushing MLP Premier Fund 19a Notice February 2023 MainStay Cushing MLP Premier Fund 19a Notice February 2023
MainStay Cushing MLP Premier Fund 19a Notice January 2023
Tax Center • January 17, 2023 MainStay Cushing MLP Premier Fund 19a Notice January 2023 MainStay Cushing MLP Premier Fund 19a Notice January 2023
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