Archive for May, 2026

Monthly Mission Insight: Planning for Life’s Transitions

Shared Stewardship: Planning for Life’s Transitions — Not Just What Happens After Death When families begin planning for the future of a loved one with disabilities or long-term support needs, the conversation often starts with a single question: Who should serve as trustee? No doubt this is an important decision. Trustees carry significant legal and […]

May 15, 2026

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by: Bridget O'Brien Swartz

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Categories: Aging, Financial Planning, Life Planning, Special Needs Planning

April 2026 Market Commentary

April 2026 Market Commentary

Market Update and Economic Developments April saw a sharp rebound in equities following March’s geopolitics-driven selloff, as easing concerns around energy supply disruptions and strong corporate earnings growth lifted markets broadly. With earnings season in full swing, year-over-year Q1 earnings growth is on pace to increase by approximately 27%. Large cap equities led the recovery [...]

May 14, 2026

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by: Mktgsr

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