Archive for June, 2026

Monthly Mission Insight: When a Beneficiary Requests a Trust Distribution

When a Beneficiary Requests a Trust Distribution What a Corporate Trustee Considers When a beneficiary asks for money from a trust, the request may seem simple. For a corporate trustee, it is a fiduciary decision. The trustee must follow the trust document, honor the settlor’s intent, treat beneficiaries fairly, and protect trust assets for their […]

June 10, 2026

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by: Bridget O'Brien Swartz

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

May 2026 Market Commentary

May 2026 Market Commentary

Market Update and Economic Developments The S&P 500 posted a strong 5.26% return in May, finishing the month at record highs and bringing the year-to-date return to 11.27%. This marks a strong reversal from the market low at the end of March, with the index rallying close to 20% since the market bottom. Technology led [...]

June 10, 2026

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by: Mktgsr

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