Author Archive

Video: A Trust Company and a Credit Union

A trust company and a credit union make the perfect team—combining expert wealth management with personalized financial service. Watch our video to see how this partnership can help you build, protect, and grow your financial future!

March 12, 2025

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by: admin

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Categories: Videos

Video: How to Create a Special Needs Trust

Planning for the financial future of a loved one with special needs can be overwhelming, but a Special Needs Trust ensures their security without jeopardizing essential benefits. In this video, we’ll walk you through the key steps to setting up a Special Needs Trust, so you can provide long-term care and peace of mind.

March 5, 2025

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by: admin

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Categories: Videos

Video: Special Needs Trusts Explained

Planning for the future of a loved one with special needs? Watch our video on Special Needs Trusts to learn how you can provide financial security while protecting essential benefits! 

February 27, 2025

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by: admin

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Categories: Videos

Mission Welcomes Bridget O’Brien Swartz to our Team

Mission Welcomes Bridget O’Brien Swartz to our Team

Bridget O'Brien Swartz Joins Mission as Vice President & Fiduciary Counsel Phoenix, Ariz. - August 22, 2022 - Mission is pleased to welcome Bridget O’Brien Swartz as its Vice President & Fiduciary Counsel. Swartz will facilitate the expansion and development of trust services beyond the traditional offerings to also include settlement planning, qualified settlement funds, [...]

August 22, 2022

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Categories: Mission Trust News, Mission Trust: Behind The Scenes

Notre Dame Federal Credit Union Acquires Mission – Frequently Asked Questions

Notre Dame Federal Credit Union Acquires Mission – Frequently Asked Questions

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 [...]

February 16, 2022

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Categories: Mission Trust News

2021 3rd Quarter Market Commentary

2021 3rd Quarter Market Commentary

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 [...]

October 22, 2021

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by: admin

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

Simple Rules for Life, Career

Simple Rules for Life, Career

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 [...]

August 2, 2021

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Categories: Mission Trust In The Community, Mission Trust News

The 5 Most Important Retirement Income Decisions

The 5 Most Important Retirement Income Decisions

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 [...]

November 23, 2020

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by: admin

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Categories: Estate Planning, Retirement Planning

Conflicts of Interest: Poisonous to Trust In Investment Advising

Conflicts of Interest: Poisonous to Trust In Investment Advising

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 [...]

October 25, 2020

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by: admin

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Categories: Estate Planning, Retirement Planning

Don’t Set Goals Anymore

Don’t Set Goals Anymore

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 [...]

December 30, 2019

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by: admin

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Categories: Mission Trust News

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