News & Insights

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

March 2026 Market Commentary

March 2026 Market Commentary

Market Update and Economic Developments March saw a relatively dramatic pullback in equities across geographies, with the S&P 500 recording nearly a 5% loss for the month and international stocks down more than double domestic stocks. Much of this stress on the market can be attributed to the war in Iran and the closure of [...]
Impact of War on April 2026 Markets

Impact of War on April 2026 Markets

    The rapidly evolving conflict in Iran has had major short-term ramifications on commodity prices, expectations for inflation and Federal Reserve action, and the stock market in recent weeks. Crude oil prices have spiked with the shutdown of the Strait of Hormuz.  While the US is now a net exporter of oil, a supply [...]

Monthly Mission Insight: Trust Protectors

What Is a Trust Protector? When families create a trust, they name a trustee to manage the assets and carry out the instructions in the trust document. Sometimes, they also name a trust protector. A trust protector is a person or company given specific powers to make sure the trust continues to work as intended. […]

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February 2026 Market Commentary

February 2026 Market Commentary

Market Update and Economic Developments The S&P 500 posted a modest decline of -0.76% in February, with the index finishing roughly flat year-to-date at 0.68%. Technology and Consumer Discretionary were notable laggards, as investor rotation away from high valuation growth stocks accelerated late in the month amid renewed uncertainty over artificial intelligence and elevated valuations. [...]

State of the Union 2026

  Dear Clients, Friends, and Professional Partners: As we begin this new year, we are pleased to share an update on the growth and evolution of Mission Management & Trust Co. Serving as your trusted partner through milestones, transitions, and opportunities is truly one of our greatest privileges. Today, we are excited to share updates […]

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February 2026 Mission Insight

Supported Decision-Making: Help Without Taking Control Supported Decision-Making (SDM) is a way for people with disabilities to make their own decisions with help from people they trust. The key idea is simple: Needing help does not mean losing the right to choose. SDM supports independence, dignity, and participation in everyday life. What Is Supported Decision-Making? […]

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January 2026 Market Commentary

January 2026 Market Commentary

Market Update and Economic Developments • Equity markets started 2026 with strong positive momentum, supported by a notable expansion in leadership across regions and market capitalizations. U.S. equities advanced in January with large cap stocks rising 1.45% while mid- and small-cap materially outpaced their larger peers, gaining 3.06% and 5.35%, respectively. Early month volatility weighed [...]
January 2026 Public Benefit Insights

January 2026 Public Benefit Insights

The 2026 Turning Point: Why New Federal Thresholds Require a New Fiduciary Mindset 2026 begins not with fanfare, but with quiet recalibration. A 2.8 percent Social Security cost-of-living adjustment (COLA) may seem unremarkable in headline terms, yet for practitioners who administer Special Needs Trusts (SNTs), it is consequential. This modest change ripples through every assumption [...]
December 2025 Market Commentary

December 2025 Market Commentary

Market Update and Economic Developments • The S&P 500 Index dipped slightly in mid-December but ended the month nearly flat, delivering an underwhelming end to 2025 when compared to the quarter's 2.66% gain and the year's 17.88% return. The proportion of that annual return attributable to Magnificent 7 performance has continued to decline in the [...]
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 [...]
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