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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.

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Investing in 2018: Tuning Out the Noise

In Articles, Investments by Brian Sottak

While 2017 was largely categorized by low volatility and muted headlines, 2018 has seen an increase in volatility (still well below historical norms) and a meaningful increase in market-moving headlines that can often lead investors to make irrational decisions. It is important to look beyond these headlines, tune out the noise, practice discipline, and take a long-term perspective.

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Market Perspectives Q2 2018

In Articles, Investments by Kieran Osborne

We’ve prepared an economic update for the second quarter of 2018 that focuses on a few key themes – rising market volatility, equities & the economy and fixed income. At the end of this video, we summarize Mission Wealth’s actions given the current macroeconomic backdrop.

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Our Latest View on Current Economic Events

In Articles, Investments, Taxes by Kieran Osborne

We’ve been saying for a long time that the market was statistically due for a sell-off and an increase in volatility. After experiencing historically low levels of volatility throughout 2017, the first quarter of 2018 was the polar opposite, with heightened volatility experienced, particularly in February and March.

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Trade Deficits and the Obvious

In Articles, Investments by Brad Stark

Trade wars are not productive. They create undue inflation and generally curb economic activity for ALL involved. All countries have a lot to lose, and they all know that. Negotiated middle ground could be a good solution for all and most likely will occur if the “obvious” plays out.