News & Insights

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

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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Video: How to Create a Special Needs Trust

Planning for the financial future of a loved one with special needs can be overwhelming, but a Special Needs Trust ensures their security without jeopardizing essential benefits. In this video, we’ll walk you through the key steps to setting up a Special Needs Trust, so you can provide long-term care and peace of mind.

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Video: Special Needs Trusts Explained

Planning for the future of a loved one with special needs? Watch our video on Special Needs Trusts to learn how you can provide financial security while protecting essential benefits! 

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January 2025 Market Commentary

January 2025 Market Commentary

  Market Update and Economic Developments • Markets ended a bumpy month higher, with commodities, bonds and global equities notching gains despite uncertainty in international trade, interest rates, and the future of AI. Freshly inaugurated, President Trump wasted no time rolling out dozens of executive orders and policies to implement his campaign promises, with markets [...]
Karen Ross Joins Mission Management & Trust Co. as Trust Officer

Karen Ross Joins Mission Management & Trust Co. as Trust Officer

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 [...]
Ben Fredlake Named Senior Portfolio Manager at Mission Management & Trust Co.

Ben Fredlake Named Senior Portfolio Manager at Mission Management & Trust Co.

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 [...]
Transforming Arizona’s Financial Landscape

Transforming Arizona’s Financial Landscape

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 [...]
Leading with Vision, Integrity, and Courage

Leading with Vision, Integrity, and Courage

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 […]

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