Archive for April, 2026

Monthly Mission Insight: Taxation of Special Needs Trusts

Taxation of Special Needs Trusts Key Planning Considerations for 2026 Administering a special needs trust means more than following the rules. It’s about making thoughtful decisions that balance taxes with long-term benefit protection. Special needs trusts (SNTs) are designed to do something very specific: Preserve assets while protecting access to means-tested benefits. But from a […]

April 16, 2026

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by: Bridget O'Brien Swartz

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Categories: Life Planning, Special Needs Planning

March 2026 Market Commentary

March 2026 Market Commentary

Market Update and Economic Developments March saw a relatively dramatic pullback in equities across geographies, with the S&P 500 recording nearly a 5% loss for the month and international stocks down more than double domestic stocks. Much of this stress on the market can be attributed to the war in Iran and the closure of [...]

April 8, 2026

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by: Mktgsr

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

Impact of War on April 2026 Markets

Impact of War on April 2026 Markets

    The rapidly evolving conflict in Iran has had major short-term ramifications on commodity prices, expectations for inflation and Federal Reserve action, and the stock market in recent weeks. Crude oil prices have spiked with the shutdown of the Strait of Hormuz.  While the US is now a net exporter of oil, a supply [...]

April 2, 2026

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by: Mktgsr

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Categories: Investment Thinking, Markets & Economy, Mission Trust News, Quarterly Commentary, Stock & Bond Markets