Archive for March, 2026

March 2026 Mission Insight

What Is a Trust Protector? When families create a trust, they name a trustee to manage the money and carry out the instructions in the trust document. Sometimes, they also name a trust protector. A trust protector is a person or company given specific powers to make sure the trust continues to work as intended. […]

March 11, 2026

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by: Mktgsr

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Categories: Life Planning, Special Needs Planning

February 2026 Market Commentary

February 2026 Market Commentary

Market Update and Economic Developments The S&P 500 posted a modest decline of -0.76% in February, with the index finishing roughly flat year-to-date at 0.68%. Technology and Consumer Discretionary were notable laggards, as investor rotation away from high valuation growth stocks accelerated late in the month amid renewed uncertainty over artificial intelligence and elevated valuations. [...]

March 11, 2026

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by: Mktgsr

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Categories: Investment Thinking, Markets & Economy, Stock & Bond Markets