News & Insights

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

Guns and Dementia: A Dangerous Combination

Guns and Dementia: A Dangerous Combination

True Story:  Neighbors found a man in his 70’s who has dementia wandering the neighborhood with his shotgun.  The family and neighbors were fortunate that nothing had happened, but it is a clear call to action.  Will you wait until it is too late to take action to keep your family members and friends safe? [...]
What Boomers Should Do About All Their Stuff

What Boomers Should Do About All Their Stuff

Last year, E*Connect featured a story that went viral at the NextAvenue.org site:  “Sorry, Nobody Wants Your Parents Stuff.”  The writer returns with suggestions for Boomers about how they can deal with their stuff using a legacy-based approach.  Some of us at Mission are working on this, too! NextAvenue.org
New Support from Medicare

New Support from Medicare

Hospice services are widely recognized by patients and families alike to be beneficial.  Unfortunately, individuals who could benefit from the services wait unnecessarily long to seek hospice support.  New efforts by Medicare may help shift this experience by allowing patients to have hospice support while seeking curative treatment. NextAvenue.org
Elderspeak – Avoiding the Negative Impact

Elderspeak – Avoiding the Negative Impact

The American population is aging and, each one of us interacts daily with more individuals who are elderly.  In that interaction, you can have a positive or negative impact depending on how you speak with the elderly.  Learn how you can make a positive impact. ChicagoTribune.com
2019 1st Quarter Market Commentary

2019 1st Quarter Market Commentary

For the past several years, we have been profiling the dilemma facing investors as a “bet” between: 1) Reliance on traditional investment fundamentals reverting to their long-term means, which has always ultimately proven successful; or 2) Reliance on central bankers continuing to prevent securities prices from a reversion to historic fundamental averages, the approach that [...]
The Silliness of Financial Commentary

The Silliness of Financial Commentary

Nothing very serious here. Just a few musings on the silliness of some of the nonstop commentary we hear on financial TV. Wall Street commentators have a large bag full of descriptions and definitions that defy common sense. One that has gained great currency over the past couple of decades is the definition of a [...]
2018 4th Quarter Market Commentary

2018 4th Quarter Market Commentary

2018 proved to be a difficult year for investors throughout the world. Nothing performed well, and there were very few places to hide. In the United States, the majority of stock indexes reached all-time highs in January, only to suffer sharp declines over the next two months. A negative first quarter accompanied by worrisome foreign [...]
Woman & Minority Owned Enterprise

Woman & Minority Owned Enterprise

Mission Management & Trust Co. is a Woman & Minority Owned Business Enterprise. We have accomplished many goals and continue to exceed expectations. Below are awards and acknowledgements received by Carmen Bermúdez and Mission Management & Trust Co. Carmen Bermúdez, Chairman and CEO of Mission has received the following awards and acknowledgements: YWCA Woman On [...]
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