News & Insights

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

November 2025 Market Commentary

November 2025 Market Commentary

  Market Update and Economic Developments • The S&P 500 had a relatively quiet month in November, posting a meager 0.25% gain, bringing the YTD return to 17.81%. Investors are actively sorting through new developments in AI technology and who is leading the charge, creating dispersion between the winners and losers. Shares of Oracle declined [...]
October 2025 Market Commentary

October 2025 Market Commentary

  Market Update and Economic Developments • Equities continued their strong rally with the S&P 500 posting a 2.34% increase for the monthand reaching multiple new all-time highs, with the technology sector being a consistentstandout. Large cap U.S. stocks outperformed small caps, and the most recent earnings seasondelivered many upside surprises, further bolstering the market. [...]
September 2025 Market Commentary

September 2025 Market Commentary

  Market Update and Economic Developments • In September, equities continued moving upward with the S&P 500 reaching a record high eight times in the 30 days and closing with a 3.65% gain on the month. Small companies were not far behind, with the Russell 2000 Index posting 3.22% for the month. Since smaller companies [...]
5 Things You Need to Know About Special Needs Planning

5 Things You Need to Know About Special Needs Planning

Planning for individuals with disabilities is critical to ensure they are financially secure, legally protected, and able to live fulfilling lives, even after caregivers are gone. Attorneys who focus on special needs law can help families navigate the intersection of public benefits, estate planning, tax, legal advocacy, and long-term care. Read below to learn what [...]
What Special Needs Law Practitioners Need to Know About the OBBBA

What Special Needs Law Practitioners Need to Know About the OBBBA

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces a wide range of federal changes that could impact individuals with disabilities and the professionals who serve them. From permanent tax adjustments and expanded ABLE account provisions to new Medicaid and SNAP requirements, the law touches multiple areas that affect [...]
August 2025 Market Commentary

August 2025 Market Commentary

  Market Update and Economic Developments • The S&P 500 posted a 2.03% return in August, bringing the year-to-date return to 10.8%. Small cap stocks continue to exhibit higher volatility; despite their 7.1% gain in August, they continued to lag large cap stocks year-to-date due to their deeper drawdown in April. Within large cap stocks, [...]
July 2025 Market Commentary

July 2025 Market Commentary

  Market Update and Economic Developments • U.S. equities extended their rally in July, with the S&P 500 rising 2.24%. AI enthusiasm continues to drive markets, with tech and communication service companies reporting strong earnings. Small cap stocks have remained nearly flat for the year, signaling cautious confidence in the broader U.S. economy. Overall equity [...]
June 2025 Market Commentary

June 2025 Market Commentary

  Market Update and Economic Developments • U.S. equities ended their best quarter since 2013, with the S&P 500 Index reaching a new all-time high and notching a 5% gain in June and nearly an 11% gain for 2Q-2025. Stocks of smaller U.S. companies are still negative year-to-date, but large and mid-size public businesses have [...]
May 2025 Market Commentary

May 2025 Market Commentary

  Market Update and Economic Developments • The S&P 500 posted a 6.29% return in May, turning positive after a difficult start to the year amidst US policy uncertainty. Within the S&P 500, Technology and Communication Services led performance. Nvidia’s (NYSE: NVDA) 24.06% gain during May lifted tech following a strong earnings report. Nvidia’s earnings [...]
Leslie Gagner Joins Mission Management & Trust Co. as Trust Operations Administrator

Leslie Gagner Joins Mission Management & Trust Co. as Trust Operations Administrator

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 [...]
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