News & Insights

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

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
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 [...]
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 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 [...]
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 [...]
Christina Noz was recently featured in the University of Arizona Alumni magazine, and recognized for her ongoing contributions to the University.  Ms. Noz graduated from the UA’s James E. Rogers College of Law in 2008.  She joined Mission in 2010 and leads our Trust Administration group as Vice President.  Her continuing support to the University [...]
I'll Be Me (2014) is the touching documentary about legendary singer/songwriter Glen Campbell and his experience with the onset of Alzheimer’s disease. One of the great positive messages in Glen Campbell’s story is how his family and friends helped him get out ahead of his Alzheimer’s diagnosis. Doing so made everyone’s experience with the situation [...]
Notwithstanding brief periods of weakness, both stock and bond markets have experienced remarkable success for more than seven years running. Through that period, those who have continued to highlight various dangers as reason for caution have been perceived as boys who cried "wolf." Copious quantities of newly printed money have flooded the equity and fixed [...]
Almost all investors have at least a general familiarity with the long-term performance record of stocks, bonds and cash equivalents. Over the 90-year span from the end of 1925 to year-end 2015, common stocks provided an average annual total return of 10.0%; Intermediate U.S. Government Bonds 5.3%; and risk-free U.S. Treasury Bills 3.5%. All this [...]
As a child growing up in poverty in Costa Rica, Carmen Bermúdez knew at a young age that she would do more with her life. She aspired early on to become a bullfighter – the fear and the challenge drove her will to achieve her dream. After overcoming the many obstacles on her way to [...]