Archive for July, 2026

Monthly Mission Insight: Estate Planning with the Transition in Mind

Your Estate Plan Names the Fiduciary. Your Transition Plan Helps Them Act. Estate planning often focuses on who will act when a client can no longer act for themselves. That question matters. But for clients who name Mission Management & Trust Co. (“Mission Trust”) as successor trustee, agent under a financial power of attorney, personal […]

July 24, 2026

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by: Mktgsr

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

June 2026 Market Commentary

June 2026 Market Commentary

Market Update and Economic Developments US. large cap equity growth slowed in June after a strong second quarter, with the S&P 500 Index finishing slightly negative for the month (-0.95%) and up 15.20% for the quarter—the best second quarter for the S&P in six years. Although geopolitical tensions in the Middle East and a more [...]

July 14, 2026

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by: Mktgsr

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

Introducing Mission Trust’s Donor Advised Fund

Introducing Mission Trust’s Donor Advised Fund

Charitable giving is deeply personal. For individuals, families, dioceses, and faith-based organizations, it often reflects a lifetime of values, priorities, and purpose. But as giving becomes more intentional, it can also become more complex. Managing contributions, tracking receipts, reviewing grant requests, coordinating with advisors, and maintaining long-term charitable plans can require significant time, structure, and [...]

July 7, 2026

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by: Mktgsr

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Categories: Charitable Giving, Life Planning, Mission Trust News