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Market Perspectives Q1 2019

In Articles, Investments by Mission Wealth

We’ve prepared an economic update and outlook for the first quarter of 2019 that focuses on a few key themes – a review of last year, an update on the Fed’s monetary policies, the ongoing trade war, the economy, and the implications across asset classes.

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Spotlight on the Team: Grant Franklin

In Articles, Firm Announcements by Mission Wealth

Our Mission Wealth spotlight for the month of January is Grant Franklin, our new Investment Associate. In his role, Grant is responsible for trading, investment research and portfolio performance analysis. A University of Colorado graduate, he is pursuing his CFA designation and is currently a Level II Candidate. In this interview, we learn about his love of nature, lacrosse, and old-school country.

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Special Considerations for Second Homes

In Articles, Estate Planning, Taxes by Mission Wealth

A rustic cabin. a seaside cottage. Has it been a lifelong dream of yours to own a second home? Buying a vacation home can be an alluring prospect. Before you decide to purchase one, though, you should consider a number of issues. These include the costs associated with owning a second/vacation home, the attributes of the home, its rental potential, and the income tax treatment.

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Sudden Wealth

In Articles, Wealth Management by Mission Wealth

What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Now that you’ve come into a windfall, you have some issues to deal with. You’ll need to evaluate your new financial position and consider how your sudden wealth will affect your financial goals.

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Financial Planning: Helping You See the Big Picture

In Articles, Wealth Management by Mission Wealth

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.