News & Insights

Resources on Trusts, Investments, Estate Planning, Financial Issues, and Living Well

Monthly Mission Insight: Trust Protectors

What Is a Trust Protector? When families create a trust, they name a trustee to manage the assets and carry out the instructions in the trust document. Sometimes, they also name a trust protector. A trust protector is a person or company given specific powers to make sure the trust continues to work as intended. […]

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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. [...]

State of the Union 2026

  Dear Clients, Friends, and Professional Partners: As we begin this new year, we are pleased to share an update on the growth and evolution of Mission Management & Trust Co. Serving as your trusted partner through milestones, transitions, and opportunities is truly one of our greatest privileges. Today, we are excited to share updates […]

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February 2026 Mission Insight

Supported Decision-Making: Help Without Taking Control Supported Decision-Making (SDM) is a way for people with disabilities to make their own decisions with help from people they trust. The key idea is simple: Needing help does not mean losing the right to choose. SDM supports independence, dignity, and participation in everyday life. What Is Supported Decision-Making? […]

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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 [...]
January 2026 Public Benefit Insights

January 2026 Public Benefit Insights

The 2026 Turning Point: Why New Federal Thresholds Require a New Fiduciary Mindset 2026 begins not with fanfare, but with quiet recalibration. A 2.8 percent Social Security cost-of-living adjustment (COLA) may seem unremarkable in headline terms, yet for practitioners who administer Special Needs Trusts (SNTs), it is consequential. This modest change ripples through every assumption [...]
December 2025 Market Commentary

December 2025 Market Commentary

Market Update and Economic Developments • The S&P 500 Index dipped slightly in mid-December but ended the month nearly flat, delivering an underwhelming end to 2025 when compared to the quarter's 2.66% gain and the year's 17.88% return. The proportion of that annual return attributable to Magnificent 7 performance has continued to decline in the [...]
November 2025 Market Commentary

November 2025 Market Commentary

  Market Update and Economic Developments • The S&P 500 had a relatively quiet month in November, posting a meager 0.25% gain, bringing the YTD return to 17.81%. Investors are actively sorting through new developments in AI technology and who is leading the charge, creating dispersion between the winners and losers. Shares of Oracle declined [...]
October 2025 Market Commentary

October 2025 Market Commentary

  Market Update and Economic Developments • Equities continued their strong rally with the S&P 500 posting a 2.34% increase for the monthand reaching multiple new all-time highs, with the technology sector being a consistentstandout. Large cap U.S. stocks outperformed small caps, and the most recent earnings seasondelivered many upside surprises, further bolstering the market. [...]
September 2025 Market Commentary

September 2025 Market Commentary

  Market Update and Economic Developments • In September, equities continued moving upward with the S&P 500 reaching a record high eight times in the 30 days and closing with a 3.65% gain on the month. Small companies were not far behind, with the Russell 2000 Index posting 3.22% for the month. Since smaller companies [...]
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