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Market Perspectives Q2 2019

In Articles, Firm Announcements, Investments by Mission Wealth

We’ve prepared an economic update and outlook for the second quarter of 2019 that focuses on a few key themes – an update on the market rebound experienced year-to-date, an overview on the health of the U.S. and global economy, and an update on Fed policy and the current interest rate environment and implications moving forward.

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Why Investors Should Beware of IPO Valuations

In Articles, Investments, Risk Management by Brad Stark

Mission Wealth’s philosophy is that of a long term investor, and short term trading of IPO’s is a risky proposition. Overall, if we are going to invest in private equity, we generally prefer the debt or real estate asset class because we can invest at a fraction of the value of the equity holders (debt) or have real third party appraisals to establish fair value.

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The Index Bogeyman

In Articles, Investments by Mission Wealth

Should the rise of index funds be a cause of concern for investors? Using data and reasoning, we can examine this assertion and help investors understand that markets continue to work, and investors can still rely on market prices despite the increased prevalence of indexing.

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Does It Make Sense to Convert Your IRA to a Roth IRA?

In Articles, Investments by Mitchell Grushen

Converting your IRA to a Roth IRA is a tax planning strategy that may provide significant tax savings down the road. Hopefully by the end of this article, we have explained the components that go into the conversion process well enough to help you determine whether this strategy could be right for you.

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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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What Is Normal? The Facts and Figures for Retirement Success

In Articles, Investments by Brad Stark

Our goal is to help guide clients in making evidence-based financial decisions to support themselves, their family and their charitable / legacy intents. Whenever markets trade irrationally, the question becomes, “Is this normal, a new normal, or the start of something that could be either good or bad?” While history is no guarantee of the future, it can provide good context for a discussion on what is considered “normal”. Mission Wealth has been providing financial advice for over two decades. During that time, we have identified a handful of investment “requirements” that have helped our clients retire – and stay retired.

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How a Financial Professional Can Help You

In Articles, Estate Planning, Investments, Wealth Management by Mission Wealth

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or a career change? Too busy to become a financial expert but needing to make sure your assets are being managed appropriately? Or maybe you simply feel your assets could be invested or protected better than they are now. These are only some of the many circumstances that prompt people to contact someone who can help them address their financial questions and issues.

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Market Perspectives Q4 2018

In Articles, Investments by Kieran Osborne

We’ve prepared an economic update and outlook for the fourth quarter of 2018 that focuses on a few key themes – commentary on the recent stock market sell-off, a discussion of the ongoing trade war narrative and its impact on the economy, and the outlook for Fed policy and interest rates.