Understanding women’s economic achievements is critical. We are passionate about women investors because we are women investors.
Market Perspectives Q1 2023
Watch Mission Wealth’s Market Perspectives for the first quarter of 2023 by Chief Investment Officer, Kieran Osborne.
Mission Wealth Makes an Impact at Local Santa Barbara Beach
Mission Wealth recently partnered with Explore Ecology to clean up East Beach in Santa Barbara during their 2023 employee retreat.
2022 Market Commentary: A Year in Review
As 2022 comes to a close and we reflect on what has been a highly uncertain year, we are optimistic on the outlook for many asset classes.
How Mergers and Integrations Can Be Used as a Pathway for Talent Acquisition
In this Podcast, Michael Kitces interviews Seth Streeter on how Mission Wealth has been growing through mergers, but not just for the purpose of acquiring assets. Instead, with a ‘mergers & integrations’ approach to essentially hire-by-acquisition (or acqui-hire) financial advisors and their team members to get the additional staff to scale Mission’s own ongoing growth engine.
CEO Excellence: Seth Streeter on Leaving the CEO Role to Increase His Impact
In this mini series podcast, Steve Sanduski met with Seth Streeter about work and life after exiting the role of CEO at Mission Wealth. Letting go of a company you’ve shepherded through successful growth may not be easy, but Seth Streeter did it voluntarily, while still in his early 50s, and moved to a different full-time role in the firm that better suits this stage of his life. Building a company that’s able to keep growing and succeeding without you at the helm is the mark of a job well done. Learn more in this podcast about how Seth let the culture he built and the team he assembled free him to explore new avenues for personal and professional growth.
Seth Streeter and Dr. Daniel Crosby Discuss Money with a Mission
Behavioral finance helps us understand how our financial decisions are greatly influenced by human emotion, biases, and cognitive limitations of the mind in how we process and respond to information. In this Podcast, Seth Streeter discusses some of the delicate tethers in people’s lives that keep them from achieving financial greatness.
Roth Conversions
In this video article we discuss Roth conversions, which occur when you convert a traditional IRA to a Roth IRA. The conversion amount is taxable in the current year at ordinary income tax rates. Should you do a Roth conversion? It depends on a number of decision factors. Please consult your advisor and tax professional prior to any tax related decisions. Learn more here.
Spotlight on the Team: Steph Bruno
In this spotlight on the team video article we talked with Client Advisor Stephanie Bruno, and learned about her love for her work, upbringing, family, and professional approach. Learn more about Steph in this video interview.
Market Perspectives Q1 2022
Watch Mission Wealth’s Market Perspectives for the first quarter of 2022. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook moving forward.
Spotlight on the Team: Kristi Kearney
In this spotlight on the team video article we talked with Client Advisor Kristi Kearney, and learned about her background in accounting, upbringing, family, and professional approach. Learn more about Kristi in this video interview.
The Benefits of a NUA Tax Strategy
Do you own your employer’s stock in your 401(k) plan? Has the stock increased significantly in value? In this video, Director of Tax Strategy Brandon Baiamonte discusses discusses a tax strategy that can potentially reduce the amount of taxes you pay when you distribute the stock from your plan, as well as explaining when it might be appropriate to use.
Spotlight on the Team: Joey Khoury
In this spotlight on the team video article we talked with Client Advisor Joey Khoury and learned about his approach, upbringing, hobbies, and advocacy work. Learn more about Joey in this interview.
The Importance of Customized Portfolio Solutions
Many investors have large, concentrated stock positions within their portfolios. In this video, we’ll discuss the importance of customized portfolio solutions that can help to diversify concentrated stock holdings.
Market Perspectives Q4 2021
Join Chief Investment Officer Kieran Osborne in this video to learn the latest updates on financial markets, the economy, and our outlook moving forward. If you would like to watch Mission Wealth’s Market Perspectives for the fourth quarter of 2021. Read more here.
Spotlight on the Team: Julian Driver
In this latest Mission Wealth Spotlight on the Team interview we talked with Client Advisor Associate Julian Driver, and learned about his international experience, hobbies, and professional approach. Learn more about Julian in this interview.
Pending Tax Law Changes
In this video, Director of Tax Strategy Brandon Baiamonte discusses some pending tax law changes in the United States. Stay aware of tax proposals by the Biden administration such as increasing capital gains tax, and work with your advisor to make the best decisions for your financial portfolio.
Spotlight on the Team: Jessica Neves
In this spotlight on the team article we talked with Human Resources Manager Jessica Neves, and learned that she’s a passionate advocate for people, philanthropy and self-care. Learn more about Jessica in this interview.
Market Perspectives Q3 2021
Watch Mission Wealth’s Market Perspectives for the third quarter of 2021. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook moving forward.
The Importance of Managing Investment Costs
In this video we discuss the importance of being cost conscious within an investment portfolio. Learn about why costs are important and understand how fund level expense ratios work so you can make the best decisions for your portfolio.
Seth Streeter on “The Scope of the Offer”
In this podcast interview Seth Streeter joins Becoming Referable in a discussion on current research, evidence-based strategies and insights from experts from within financial services and beyond. Read more or listen here.
The ‘New Normal’ for Financial Planning: Seth Streeter on Fidelity FinPoint
In this two-part interview Seth Streeter joins the Fidelity FinPoint podcast to explore the latest shifts in our financial environment.
Market Perspectives Q2 2021
Watch Mission Wealth’s Market Perspectives for the second quarter of 2021. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook moving forward.
The Importance of a Multi-Strategy Approach to Investing
Investing in the stock market is often unpredictable, but the value of a diversified multi-strategy investment portfolio can help to reduce overall risk. In this video, learn how investors can utilize a multi-strategy approach to investing by using both active and passive strategies.
The Benefits and Advantages of Global Diversification
In this video, learn why you should diversify globally to reduce overall risk, and understand the advantages of international portfolio allocation.
Market Perspectives Q1 2021
This is Mission Wealth’s Market Perspectives for the first quarter of 2021. In this video article, Chief Investment Officer Kieran Osborne shares our update on markets, our views on the economy and our outlook moving forward.
The Importance of Investment Discipline
As an investor it is important that you are able to exercise the investment discipline required to stick to the strategy you’ve put in place. Investing can be emotional, but don’t be tempted to deviate from your plan. Watch the video to learn about the importance of investment discipline.
Market Perspectives Q4 2020
Take a look at Mission Wealth’s Market Perspectives for the fourth quarter. In this article, our CIO Kieran Osborne covers three broad themes: an update on markets, our views on the economy and our outlook moving forward. Each theme has its own video so it’s easy for you to watch or read your market updates.
Seth Streeter Joins The Sustainability Symposium
On September 25th, 2020, Seth Streeter moderated the virtual Sustainability Symposium, whereby local and industry leaders discussed the future of sustainable business, and highlighted ways that we can all make an impact. Read the article, or watch the video here.
The Benefits of Asset Location
We’ve learned about asset allocation, but how about asset location? Learn about how asset location fits into an investment strategy. Click the video to watch, or read the text beneath it to learn more.
Market Perspectives Q3 2020
We’ve said in prior commentaries that 2020 will be remembered as the year of the virus and COVID continues to have a significant impact on financial markets, the economy and our outlook moving forward. Learn more about Mission Wealth’s Market Perspectives for quarter 3 2020 in this video.
The Mission Wealth Social Values Portfolio: SRI, ESG and Impact Investing
What is SRI, ESG and Impact investing? In this video, Chief Investment Officer Kieran Osborne describes how the Social Values Portfolio can align and support your values with your investments, all while meeting your long-term financial goals. Click here to learn more.
Why is Asset Allocation Important?
At Mission Wealth we design portfolios with target asset allocations that provide the appropriate level of risk and return based on our client’s personal finance plan and rick tolerance. This video explains what asset allocation is, and how it can provide significant and consistent returns for our clients.
What is Tax-Loss Harvesting?
At Mission Wealth we proactively tax loss harvest across our client’s taxable accounts where suitable and when opportunities present themselves. This video explains what tax loss harvesting is and how it can provide significant tax savings and allows us to enhance the after-tax returns for our clients.
What are the Benefits of Portfolio Rebalancing?
There are many benefits of portfolio rebalancing, and in this video Chief Investment Officer Kieran Osborne explains how Mission Wealth’s disciplined rebalancing approach can add value over extended periods of time.
How Impact and Sustainable Investing Work into a Financial Plan
Listen to Mission Wealth Client Advisor Kristen Taylor discuss how Impact and Sustainable Investing work into a financial plan, with Adam Torres on the Mission Matters Podcast.
The Importance of Disciplined, Long-Term Investing
The best response to market volatility is long-term, disciplined investing. Read more in this article about how the markets have behaved in the past, and how the investor responses affected their overall returns.
Market Perspectives Q2 2019
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.
Market Perspectives Q1 2019
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.