News & Insights

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

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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Conflicts of Interest: Unthinkable for Trustees

Conflicts of Interest: Unthinkable for Trustees

I have drawn the great moral lesson, perhaps the only one of any practical value, to avoid those situations of life which bring our duties into conflict with our interests, and which show us our own advantage in the misfortune of others; for it is certain that, in such situations, however sincere our love of [...]
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