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How Mergers and Integrations Can Be Used as a Pathway for Talent Acquisition

In Firm Announcements, Mergers and Integrations, Video/Podcast by Seth Streeter

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.

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CEO Excellence: Seth Streeter on Leaving the CEO Role to Increase His Impact

In Firm Announcements, Mergers and Integrations, Video/Podcast by Michelle Winkles

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.

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Seth Streeter and Dr. Daniel Crosby Discuss Money with a Mission

In Firm Announcements, Mergers and Integrations, Video/Podcast by Seth Streeter

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.

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Roth Conversions

In Taxes, Video/Podcast, Wealth Management by Mission Wealth

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.

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The Benefits of a NUA Tax Strategy

In Taxes, Video/Podcast, Wealth Management by Mission Wealth

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.

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Pending Tax Law Changes

In Taxes, Video/Podcast, Wealth Management by Mission Wealth

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.

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The Importance of Investment Discipline

In Investments, Video/Podcast by Mission Wealth

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.

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Market Perspectives Q4 2020

In Firm Announcements, Investments, Video/Podcast by Mission Wealth

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.

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Market Perspectives Q3 2020

In Firm Announcements, Investments, Video/Podcast by Mission Wealth

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.

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Why is Asset Allocation Important?

In Investments, Video/Podcast by Mission Wealth

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.

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What is Tax-Loss Harvesting?

In Investments, Video/Podcast by Mission Wealth

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.

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Market Perspectives Q2 2019

In Firm Announcements, Investments, Video/Podcast by Kieran Osborne

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.