News & Insights

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

2022 1st Quarter Market Commentary

2022 1st Quarter Market Commentary

Almost No Place To Hide There was little opportunity for profit in traditional asset categories in this year’s first quarter.  The S&P 500, against which most equity returns are measured, rallied nicely in late-March but finished down for the quarter by 4.6%.  The Nasdaq Composite, which includes most of the mega-tech companies that have led [...]
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 [...]
Notre Dame Federal Credit Union Acquires Mission – Frequently Asked Questions

Notre Dame Federal Credit Union Acquires Mission – Frequently Asked Questions

FREQUENTLY ASKED QUESTIONS for Clients and Beneficiaries Mission Management & Trust Co. (Mission) and Notre Dame Federal Credit Union (Notre Dame FCU) are pleased to announce Mission is now a wholly owned subsidiary of Notre Dame FCU through a credit union service organization (CUSO). This ownership change greatly broadens the services available to Mission's clients [...]
2021 4th Quarter Market Commentary

2021 4th Quarter Market Commentary

Because I’m writing for a newly expanded readership, many of whom have never before seen our commentaries, I’m going to take a somewhat different approach in this issue. It is always advantageous to know the biases of a writer and, ideally, to know what he/she has identified previously as the factors likely to influence markets [...]
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 [...]
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