Empowering Women for a Strong Financial Future

It was an eventful start to 2026. In early January, Venezuelan President Nicolás Maduro was removed by the U.S. military and by quarter end a war in Iran was still unfolding. These events, combined with lofty AI-equity valuations, energy and inflation pressure, and policy and economic uncertainty, combined to create a challenging investment landscape. Equity markets remained resilient through February, led by non-U.S. markets continuing their leadership trend from 2

In our latest video update, Chief Investment Officer Mark Kinney shares perspective on the market conditions that shaped Q1 2026 and what they meant for portfolio positioning. Mark reviews how the quarter’s narrative shifted as geopolitical tensions escalated, lifting oil prices and inflation sensitivity, while U.S. 10-year yields moved about 30 basis points higher—reinforcing the importance of selectivity, quality, and liquidity. If your portfolio is not benef

In this Q4 2025 market update, Chief Investment Officer Mark Kinney offers perspective on the market conditions that shaped the year and what they meant for portfolio positioning. Mark reviews the key market forces that shaped 2025 and explains why portfolio performance was more muted in a year defined by narrow market leadership. He explains how a narrowly led market can challenge diversified portfolios in the short term, particularly across private real estate and