News & Insights

Resources on Trusts, Investments, Estate Planning, Financial Issues, and Living Well

TUCSON, Ariz. – May 12, 2025 –Leslie Gagner has joined Mission Management & Trust Co. (Mission Trust) as Trust Operations Administrator. In this role, she supports critical operational functions including account openings and closings, bill payment, and other account transactions.   Gagner also handles asset documentation, performs account reconciliations, and ensures compliance with regulatory requirements. She [...]
  Market Update and Economic Developments • Solid earnings reports, hopes for a lessening of U.S.-China trade friction, and resilient U.S. labor data contributed to a strong rally in U.S. equity markets, with the S&P 500 Index erasing its early April 13.8% drop. High Capital expenditures spending and solid earnings from Big Tech assuaged some [...]

Trusts play a vital role in protecting assets and ensuring your wishes are carried out, but understanding how they work can be complex. In this video, we break down the key responsibilities of trustees and how trusts can benefit you and your loved ones.

Understanding how governmental benefits interact with special needs trusts is crucial for securing a stable future for individuals with disabilities. This video breaks down the essentials to help you navigate these financial tools effectively.

In today’s fast-paced world, being available when it matters most can make all the difference. This video explores why accessibility and responsiveness are key to building strong relationships and achieving success.

  Market Update and Economic Developments • Equities continued their downward march over the past month, with U.S. large cap stocks ending the month with a 5.63% loss. During March, the S&P 500 briefly entered “correction territory,” as the index fell 10% from its recent peak. Part of this decline can be attributed to the [...]
    On Wednesday April 2, President Trump announced a sweeping set of reciprocal tariffs, marking one of the most aggressive shifts in U.S. trade policy in over a century. As global markets digested the implications, volatility surged, with the S&P 500 falling by more than 10% in two trading days — its steepest daily [...]

Choosing the right trustee is a critical decision, and Mission Management & Trust Co. carefully evaluates each opportunity to ensure we can provide the best service. In this video, we explain our process for determining when and how we serve as a trustee to protect your legacy.

Understanding the difference between directed and delegated trusts is key to effective estate planning. In this video, we break down how each trust structure works and which might be the right fit for your financial goals.