The Mission Wealth

Insights Blog


Shane Holt, Client Advisor Associate

Spotlight on the Team: Shane Holt

Shane has over 11 years of experience within the industry and is currently pursuing his CFP® designation. In this interview, read about Shane's love for travel and the outdoors, his knowledge of...

July 25, 2019

The Uncommon Average

The importance of having a long-term investment philosophy — combined with disciplined rebalancing — cannot be overstated....

July 23, 2019

Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments...

July 17, 2019
Financial advisor with small business owner

Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an...

June 20, 2019
Travel Insurance docs

Why You Need Travel Insurance

If you get sick, lose your suitcase, or have to cut your trip short, will any of your existing insurance policies cover your expenses or reimburse you for your losses?...

June 18, 2019

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