News & Insights

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

2021 3rd Quarter Market Commentary

2021 3rd Quarter Market Commentary

This year’s third quarter was unproductive for investment assets. Domestic stock markets were mixed, with the S&P 500 fractionally positive but the Dow Jones Industrials, Nasdaq and the New York Stock Exchange Index all negative. Risk-free Treasury Bills continue to pay virtually nothing. Bloomberg’s U.S. Aggregate Bond Index was also essentially flat and remains negative [...]
Simple Rules for Life, Career

Simple Rules for Life, Career

Bill Nordbrock, business contributor to the Arizona Daily Star, recently spoke at a luncheon for a group of students that meet regularly with Mission's CEO, Carmen Bermudez. Carmen is a mentor and cheerleader to these smart, ambitious pre-professionals. Bill was impressed by the variety of career interests they had and the simple life rules they [...]
2021 2nd Quarter Market Commentary

2021 2nd Quarter Market Commentary

If we’re unconcerned about the price we pay, there are several reasons to buy stocks today. Thanks to copious stimulus from the Federal Reserve, common stock indexes have continued their march upward, and most securities analysts are forecasting further gains. Notwithstanding the Fed’s generosity, however, U.S. Treasury notes and bonds and investment-grade corporates  lost money [...]
2021 1st Quarter Market Commentary

2021 1st Quarter Market Commentary

The securities markets experienced drama in positive and negative directions in the year’s first quarter, as the Federal Reserve and most other world central banks continued to flood their respective economies with newly printed money. Only risk-free securities avoided the excitement. In fact, Three-Month Treasury Bills barely registered a pulse with a 0.01% return. By [...]
Lessons From The Oldest Old: Crisis, Confidence, Gratefulness and Resilience

Lessons From The Oldest Old: Crisis, Confidence, Gratefulness and Resilience

Since the start of the Coronavirus Pandemic, many of my conversations have included people inquiring about how my mother is doing through all this.  We all worry about those who are most vulnerable.  And yet, stories from around the world have told about the amazing recovery from the virus even of centenarians. I have noticed, [...]
How to Make Sure Your Charitable Stock Donation Goes Smoothly

How to Make Sure Your Charitable Stock Donation Goes Smoothly

For investors who want to have a positive impact in the community, stock market rallies and year-end bring an opportunity to donate appreciated assets to your favorite charity. In addition to making a difference for the receiving charity, donating such assets provides you with tax benefits. People most frequently donate common stock. If the stock [...]
2020 4th Quarter Market Commentary

2020 4th Quarter Market Commentary

-The Good, The Bad and The Ugly- This graph highlights the stark dichotomy between what investors view as “good” and “bad” on the current investment landscape. The tan line traces the cumulative growth of the S&P 500 over the past half century. Most noteworthy is the explosive growth in the nearly dozen years since the [...]
The 5 Most Important Retirement Income Decisions

The 5 Most Important Retirement Income Decisions

For the vast majority of Americans in retirement, the income provided by Social Security will comprise the largest and most stable base of income derived from any single source. With this in mind, the Stanford Center on Longevity* recently published an essay about the most important retirement decisions to be made in retirement. Actuary and [...]
“Bailing Out the Present and Making the Future Pay for It”

“Bailing Out the Present and Making the Future Pay for It”

You might consider the title of this post a provocative statement, but we have been concerned for many years about the situation unfolding and described in a recent ProPublica article. Mission Chief Investment Officer Tom Feeney has frequently written about the burden that today’s debt loads will create for our children and grandchildren. Tom also [...]
True Crime Tucson – The Gift Card Scam

True Crime Tucson – The Gift Card Scam

Sometimes we think that bad things only happen to those other people out there. Then we are staring right at a reality-tv episode. I would never have thought that my good friend, Maggie, would have been caught in a phone scam. She always seemed so on top of things, and she had been taking good [...]
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