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FREQUENTLY ASKED QUESTIONS for Clients and Beneficiaries Mission Management & Trust Co. (Mission) and Notre Dame Federal Credit Union (Notre Dame FCU) are pleased to announce Mission is now a wholly owned subsidiary of Notre Dame FCU through a credit union service organization (CUSO). This ownership change greatly broadens the services available to Mission's clients [...]

Feb 16, 2022

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by: admin

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Categories: Mission News

This year’s third quarter was unproductive for investment assets. Domestic stock markets were mixed, with the S&P 500 fractionally positive but the Dow Jones Industrials, Nasdaq and the New York Stock Exchange Index all negative. Risk-free Treasury Bills continue to pay virtually nothing. Bloomberg’s U.S. Aggregate Bond Index was also essentially flat and remains negative [...]
Bill Nordbrock, business contributor to the Arizona Daily Star, recently spoke at a luncheon for a group of students that meet regularly with Mission's CEO, Carmen Bermudez. Carmen is a mentor and cheerleader to these smart, ambitious pre-professionals. Bill was impressed by the variety of career interests they had and the simple life rules they [...]

Aug 02, 2021

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by: admin

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Categories: Mission In The Community, Mission News

For the vast majority of Americans in retirement, the income provided by Social Security will comprise the largest and most stable base of income derived from any single source. With this in mind, the Stanford Center on Longevity* recently published an essay about the most important retirement decisions to be made in retirement. Actuary and [...]

Nov 23, 2020

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by: admin

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Categories: Estate Planning, Retirement Planning

In new rulemaking by the Securities & Exchange Commission (SEC), regulations that have protected investing consumers for eight decades have been dumbed-down. Tamar Frankel, professor of law emerita, Boston University Law School, considers the new rule to be a “historic, giant step backwards in securities regulation. It turns principles of advice in the client’s best [...]

Oct 25, 2020

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by: admin

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Categories: Estate Planning, Retirement Planning

In honor of Mission's 25th Anniversary year, Bill Nordbrock, contributor to the Arizona Daily Star spoke with Carmen Bermúdez, Mission's Chairman and CEO, to get her insights into the things that have made Mission Management & Trust a successful, enduring enterprise. His first article from the interview, published in July of 2019, talks about the [...]

Dec 30, 2019

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by: admin

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Categories: Mission News

Mission employees spread the holiday cheer by volunteering to decorate a tree at a local independent and assisted living community. Pictured (l to r) are Cynthia Wahlin, Susan Ernsky and Leah Geistfeld. Thanks to Mountain View Retirement Village for letting us celebrate the holidays with residents!

Dec 15, 2019

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by: admin

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Categories: Mission In The Community

Mission’s Treasurer and Chief Financial Officer, Rhonda Perez (pictured 5th from the right), is also the Treasurer for local non-profit organization, Friends of the Pima County Public Library ("Friends").  A volunteer with Friends for the past four years, Rhonda is proud to be one of 225 volunteers that help process and sell used and discarded [...]

Oct 08, 2019

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by: admin

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Categories: Mission In The Community

Celebrating Mission’s 25th Anniversary, Carmen Bermúdez talks to Bill Nordbrock, contributor to the Arizona Daily Star about setting high expectations and having the courage and tenacity to achieve her dreams. In this first of Bill's two articles about his conversation with Carmen, they discuss how she attributes Mission’s success to her commitment, an outstanding team, [...]

Jul 28, 2019

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by: admin

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Categories: Mission News

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