News & Insights

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

Video: Governmental Benefits and Special Needs Trusts

Understanding how governmental benefits interact with special needs trusts is crucial for securing a stable future for individuals with disabilities. This video breaks down the essentials to help you navigate these financial tools effectively.

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Video: The Importance of Availability

In today’s fast-paced world, being available when it matters most can make all the difference. This video explores why accessibility and responsiveness are key to building strong relationships and achieving success.

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March 2025 Market Commentary

March 2025 Market Commentary

  Market Update and Economic Developments • Equities continued their downward march over the past month, with U.S. large cap stocks ending the month with a 5.63% loss. During March, the S&P 500 briefly entered “correction territory,” as the index fell 10% from its recent peak. Part of this decline can be attributed to the [...]
April 2025 Tariff Commentary

April 2025 Tariff Commentary

    On Wednesday April 2, President Trump announced a sweeping set of reciprocal tariffs, marking one of the most aggressive shifts in U.S. trade policy in over a century. As global markets digested the implications, volatility surged, with the S&P 500 falling by more than 10% in two trading days — its steepest daily [...]

Video: How Mission Management & Trust Co. Decides to Serve as Trustee

Choosing the right trustee is a critical decision, and Mission Management & Trust Co. carefully evaluates each opportunity to ensure we can provide the best service. In this video, we explain our process for determining when and how we serve as a trustee to protect your legacy.

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Video: Understanding Directed and Delegated Trusts

Understanding the difference between directed and delegated trusts is key to effective estate planning. In this video, we break down how each trust structure works and which might be the right fit for your financial goals.

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Video: Mission Management & Trust Co. President: Susan Ernsky

Meet Susan Ernsky, President of Mission Management & Trust Co., a leader dedicated to providing expert trust and investment services with a personal touch. Watch this video to learn more about her vision, experience, and commitment to serving clients with integrity.

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February 2025 Market Commentary

February 2025 Market Commentary

  Market Update and Economic Developments • International stocks, as measured by the MSCI EAFE, were up 1.94% in February and outperformed large US company stocks by 3.24% for the month, continuing strong relative performance year-to-date. German, United Kingdom, and French stocks led performance while Japan lagged developed international markets. This recent strength of developed [...]

Video: A Trust Company and a Credit Union

A trust company and a credit union make the perfect team—combining expert wealth management with personalized financial service. Watch our video to see how this partnership can help you build, protect, and grow your financial future!

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