Author Archive

PHOENIX, Ariz. – November 20, 2024 – Karen Ross has joined Mission Management & Trust Co. (Mission Trust) as a Trust Officer. With over 35 years of experience in trust and estate management, Karen brings a wealth of expertise and a proven history of exceptional client service to her new role. As a Trust Officer [...]

  The major U.S. stock market indexes have experienced powerful positive momentum for the past two years. Rising prices over an extended period of time invariably breed the expectation of continued rising prices, and that has certainly occurred this year among equity investors. The unprecedented level of money creation over the past decade and a [...]

The exciting narrative about artificial intelligence has dominated equity market news in recent years. AI’s effect, however, has produced positive results in just a narrow segment of the stock market. The market performance results above testify to the outsized influence that the Magnificent Seven mega-tech stocks (Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia and Tesla) [...]

TUCSON, AZ – May 7, 2023 – Mission Management & Trust Co. (Mission Trust), a leading financial services firm, announced the appointment of Ben Fredlake, CFP®, as its new Senior Portfolio Manager. In his new role, Fredlake will collaborate with the Mission Trust investment team in strategic portfolio design, manage client portfolios, and provide comprehensive [...]

Fundamentals vs. Technicals Over the past century, U.S. securities market technical conditions have been in agreement with fundamental conditions most of the time. As we enter 2024, fundamentals and technicals are clearly at odds with one another, creating highly uncertain prospects for investors (for readers unfamiliar with those terms, see Appendix A for explanations). Financial [...]

TUCSON, AZ – December 19, 2023 – Mission Management & Trust Co. (Mission Trust) proudly unveiled its new logo and brand image on December 11, 2023. The updated visual identity represents a collaborative spirit that has flourished since member-owned Notre Dame Federal Credit Union acquired Mission Trust in 2022. In a recent statement, Mission Trust [...]

Bridget O’Brien Swartz, Vice President and Fiduciary Counsel for Mission Management & Trust Co., was recently named the 36th President of the National Association of Elder Law Attorneys (NAELA) Board of Directors. In addition to being an experienced lawyer, Bridget is a strong, compassionate leader, and one of the nation’s leading practitioners in special needs […]