Author Archive

Monthly Mission Insight: Estate Planning with the Transition in Mind

Your Estate Plan Names the Fiduciary. Your Transition Plan Helps Them Act. Estate planning often focuses on who will act when a client can no longer act for themselves. That question matters. But for clients who name Mission Management & Trust Co. (“Mission Trust”) as successor trustee, agent under a financial power of attorney, personal […]

July 24, 2026

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by: Mktgsr

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Categories: Aging, Financial Planning, Life Planning, Special Needs Planning

June 2026 Market Commentary

June 2026 Market Commentary

Market Update and Economic Developments US. large cap equity growth slowed in June after a strong second quarter, with the S&P 500 Index finishing slightly negative for the month (-0.95%) and up 15.20% for the quarter—the best second quarter for the S&P in six years. Although geopolitical tensions in the Middle East and a more [...]

July 14, 2026

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by: Mktgsr

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

Introducing Mission Trust’s Donor Advised Fund

Introducing Mission Trust’s Donor Advised Fund

Charitable giving is deeply personal. For individuals, families, dioceses, and faith-based organizations, it often reflects a lifetime of values, priorities, and purpose. But as giving becomes more intentional, it can also become more complex. Managing contributions, tracking receipts, reviewing grant requests, coordinating with advisors, and maintaining long-term charitable plans can require significant time, structure, and [...]

July 7, 2026

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by: Mktgsr

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Categories: Charitable Giving, Life Planning, Mission Trust News

May 2026 Market Commentary

May 2026 Market Commentary

Market Update and Economic Developments The S&P 500 posted a strong 5.26% return in May, finishing the month at record highs and bringing the year-to-date return to 11.27%. This marks a strong reversal from the market low at the end of March, with the index rallying close to 20% since the market bottom. Technology led [...]

June 10, 2026

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by: Mktgsr

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

April 2026 Market Commentary

April 2026 Market Commentary

Market Update and Economic Developments April saw a sharp rebound in equities following March’s geopolitics-driven selloff, as easing concerns around energy supply disruptions and strong corporate earnings growth lifted markets broadly. With earnings season in full swing, year-over-year Q1 earnings growth is on pace to increase by approximately 27%. Large cap equities led the recovery [...]

May 14, 2026

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by: Mktgsr

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

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 [...]

April 8, 2026

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by: Mktgsr

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

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 [...]

April 2, 2026

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by: Mktgsr

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

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. [...]

March 11, 2026

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by: Mktgsr

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

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 [...]

February 11, 2026

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by: Mktgsr

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

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