News & Insights

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

2022 4th Quarter Market Commentary

2022 4th Quarter Market Commentary

I don’t always agree with what is written on The Wall Street Journal’s editorial pages, but the following was part of a particularly insightful editorial from its year-end edition: "[F]ree money can’t last forever… is the reality that financial markets brought home in 2022 as U.S. stocks finally fell back to earth after being inflated [...]
Crypto Complaints Rise as Currencies Fall

Crypto Complaints Rise as Currencies Fall

Cryptomania is fast becoming a dangerous, money-losing proposition for investors, according to a recent bulletin from the Consumer Financial Protection Bureau (CFPB). The CFPB announcement dovetails with a flurry of reports last week about the collapse of cryptocurrency exchange FTX, leaving possibly more than 1 million creditors at risk of losing tens of billions of [...]
2022 3rd Quarter Market Commentary

2022 3rd Quarter Market Commentary

The Future Is Now Virtually all investors have suffered so far in 2022.  As the table shows, the traditional 60/40 stock/bond portfolio lost more than 20% of its value.  Even far less aggressive portfolio allocations experienced significant declines.  And most investors did even worse, because the most popular stocks substantially underperformed the major market indexes. [...]
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, [...]
2022 2nd Quarter Market Commentary

2022 2nd Quarter Market Commentary

Almost No Place To Hide, Part II In the first half of 2022, the S&P 500 experienced its worst start in more than a half century, and bonds declined by more than in any other year on record. Falling by 16.1% in the second quarter, the S&P’s return for the first half was -19.6%. Again, [...]
Cryptocurrency Caveat

Cryptocurrency Caveat

The Mission portfolio team is not fond of cryptocurrency for many reasons. Basically, the cryptocurrency world is full of fraud—from the false allure and promise of Ponzi schemes, to poor security for crypto “wallets,” to “rug-pulls.” The latter (derived from the expression “pull the rug out from under you”) has become a popular scam in [...]
2022 1st Quarter Market Commentary

2022 1st Quarter Market Commentary

Almost No Place To Hide There was little opportunity for profit in traditional asset categories in this year’s first quarter.  The S&P 500, against which most equity returns are measured, rallied nicely in late-March but finished down for the quarter by 4.6%.  The Nasdaq Composite, which includes most of the mega-tech companies that have led [...]
Notre Dame Federal Credit Union Acquires Mission Management & Trust Co.

Notre Dame Federal Credit Union Acquires Mission Management & Trust Co.

Notre Dame, IN – February 16, 2022 – Member-owned Notre Dame Federal Credit Union (Notre Dame FCU) announced today that it has completed the purchase of Mission Management & Trust Co. (Mission), located in Tucson, Arizona. Established in 1994, Mission is an Arizona-chartered, independent trust company, specializing in trust and estate services, asset management and [...]
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 [...]
2021 4th Quarter Market Commentary

2021 4th Quarter Market Commentary

Because I’m writing for a newly expanded readership, many of whom have never before seen our commentaries, I’m going to take a somewhat different approach in this issue. It is always advantageous to know the biases of a writer and, ideally, to know what he/she has identified previously as the factors likely to influence markets [...]
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