March 2026 - Mission Management & Trust Co.

Monthly Mission Insight: Trust Protectors

What Is a Trust Protector? When families create a trust, they name a trustee to manage the assets 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

by: Bridget O'Brien Swartz

Categories: Life Planning, Special Needs Planning

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

by: Mktgsr

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

State of the Union 2026

Dear Clients, Friends, and Professional Partners: As we begin this new year, we are pleased to share an update on the growth and evolution of Mission Management & Trust Co. Serving as your trusted partner through milestones, transitions, and opportunities is truly one of our greatest privileges. Today, we are excited to share updates […]

March 9, 2026

by: Mktgsr

Categories: Financial Planning, Mission Trust News, Retirement Planning, Special Needs Planning

Archive for March, 2026

Monthly Mission Insight: Trust Protectors

February 2026 Market Commentary

State of the Union 2026

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