Archive for September, 2026

Monthly Mission Insight

Co-Trustees: The Good, the Bad, and the Potentially Ugly When shared trusteeship works - and when a Trust Protector may be the better fit Naming co-trustees can sound fair and prudent. A family may want the personal knowledge of a relative combined with the experience of a professional trustee. Parents may also want two children [...]

September 23, 2026

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by: Mktgsr

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

August 2026 Market Commentary

August 2026 Market Commentary

Market Update and Economic Developments Financial markets navigated uncertainty successfully despite concerns over slowing job growth, geopolitical tensions, elevated interest rates, and signs that progress on inflation may be slowing. Markets were supported by a healthy consumer backdrop and another strong earnings season led by technology and AI-related companies. Nonetheless, future earnings growth into the [...]

September 23, 2026

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by: Mktgsr

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