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For investors who want to have a positive impact in the community, stock market rallies and year-end bring an opportunity to donate appreciated assets to your favorite charity. In addition to making a difference for the receiving charity, donating such assets provides you with tax benefits. People most frequently donate common stock. If the stock [...]

Sometimes we think that bad things only happen to those other people out there. Then we are staring right at a reality-tv episode. I would never have thought that my good friend, Maggie, would have been caught in a phone scam. She always seemed so on top of things, and she had been taking good [...]

When the doctors say, “there is nothing more we can do,” hospice says, “yes, there is—we can provide comfort care.” While most people connect hospice to dying, I like to think of hospice as a gift. Hospice helps people live as fully and as comfortably as possible after it has been determined that medical treatment [...]

One of Mission’s core services, Securities Custody, is a term widely used by the securities and banking industries, but is not commonly understood by the investing public.  So, what in the world does it mean? A “Custodian” is a financial institution (trust company, bank, brokerage firm) that keeps custody of stocks, bonds, and other assets. [...]

Ever wonder how financial professionals account for your assets? Every financial institution has an operations team (the “back office”) that accounts for every cent in your account. At Mission, our Operations team is local, personal and accessible. We have two full-time staff members that take a hands-on approach to posting and balancing the daily transactions [...]