Welcome to the Mission Wealth
Insights Blog
We specialize in providing timely and thoughtful advice when you are faced with events such as retirement, divorce, loss of a loved one, sale of a company or diminishing health. We are with you through your ups and downs, to help you navigate your path with prosperity and confidence. If you are looking for an article on a specific category or topic, please use the search features below.Search
Filter by Category
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...
Update on Pending Tax Legislation
The House passed the Build Back Better Act on November 19. It will now go to the Senate where additional changes are likely. Read our article on the latest potential...
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.
Developing the Best Giving Strategy
What is the best strategy to achieve your charitable giving goals? That question can make some generous people feel uncomfortable. But considering things like long-term charitable giving budgets, estate planning,...
Transforming Communities with CALM at Heart
Mission Wealth was proud to sponsor the CALM at Heart’s Ninth Annual Luncheon on Thursday, November 4th. This year’s theme, Transforming Communities, acknowledges the collective trauma of the past year...
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...
Celebrating Then and Now with Domestic Violence Solutions
Mission Wealth is proud to support the Domestic Violence Solutions 13th Annual Luncheon on Sunday, October 24. The luncheon, titled “Their Story, Our Story… Celebrating Then and Now” took place...
Celebrating the Superpower of Community with the Women’s Foundation of Colorado
Mission Wealth is proud to support the Women’s Foundation of Colorado Annual Luncheon on Thursday, October 21. The luncheon was themed “The Superpower of Community” which shined a light on...
Update to Pending Tax Law Legislation
In this article, Director of Tax Strategy Brandon Baiamonte provides an update to the current pending tax law legislation. Stay aware of tax proposals by the Biden administration and work...
The Future of Social Security
Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement...
Rebuilding Your Financial Life After Divorce
The idea of rebuilding your financial life after a divorce can be intimidating. It’s important to protect yourself by being aware of how your financial position will be impacted. Learn...
10 Years to Retirement – Top Five Considerations
Do you have more than 10 years to go until you retire? We’ve put together our top five things to consider prior to retirement so that your advanced planning can...
Watch the INSPIREDtalk: Make an Impact with Dr. Victor Rios
On Thursday October 21, 2021, Mission Wealth hosted our fifth INSPIREDtalk where we heard from Dr. Victor Rios, who explained his experience of living on the streets, dropping out of...
4 Questions to Ask Before Marriage
In the hustle and bustle that comes with planning a wedding and preparing to start a life together, couples often neglect to have serious conversations about their future household’s finances....
Quarterly Market Commentary: Q3 2021
Take a look at Mission Wealth’s Market Commentary for the third quarter of 2021, presented by Kieran Osborne, Chief Investment Officer.
Mission Wealth Announces Merger with Sea to Peak Financial Advisors
Mission Wealth LP announced today that it has merged with Sea to Peak Financial Advisors, a firm that operates out of both Seattle and Denver and oversees approximately $90 million...
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...
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...
Mission Wealth Named in Barron’s 2021 List of Top RIA Firms in the Nation
Barron’s has ranked Mission Wealth one of the nation’s top independent financial advisory firms according to its 2021 list of the top 100 RIA firms in the United States, which was...
Reimagine Your Ideal Retirement
During our recent Wisdom Share event, we met in groups to define top ways to boost your wealth and abundance throughout retirement. Read this article for a summary of tips...
Top 5 Traits That Make Women Great Investors
With common traits such as patience, willingness to deal with mistakes and recognizing when help is needed, women can naturally find themselves with a long-term, sustainable investment mindset and approach....
How to Convert Savings to Retirement Income
Ensuring adequate and reliable retirement income can be a common challenge. In this article we explore some key considerations if you’re looking to convert savings into retirement income. Read the...
Should You Relocate After Becoming an Empty Nester?
Life can be very different now that you’re not working and the kids have moved out. As your retirement evolves, your feelings about your home might evolve as well. Take...
How to Teach Your Kids About Finance
Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the...
Planning for Your Health in Retirement
Making a level-headed assessment of potential risks is important to every phase of your retirement planning. Your health can be one of the most financially challenging – and potentially damaging...
Helena Leathers Named Top 40 Under 40 in the Central Coast
The Pacific Coast Business Times announced the honorees of the 21st annual 40 Under 40 awards this week, naming Helena Leathers, Mission Wealth Senior Marketing Manager, to the 2021 list.
Will You Have to Pay Estate Taxes?
With the recent tax changes we’ve put together a few estate planning strategies to consider. Read more here!
7 Top Tips for Effective Investment Planning
To reach financial independence consider these 7 top tips for effective investment planning. Explore our suggestions surrounding portfolio planning and preparation, finding experts, and monitoring performance.
How to Ease Your Transition into Retirement
Whether it is through phased retirement plans, or exploring part-time jobs, many people don’t realize their options when it comes to their transition into retirement. This article explains three of...
Mission Wealth Named on the 2021 Inc. 5000 List – America’s Fastest-Growing Private Companies
Inc. magazine revealed today that Mission Wealth is No. 4260 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a...
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...
Mission Wealth Named in Fortune Top 100 Best Workplaces Ranking
Great Place to Work®️ and Fortune magazine have honored Mission Wealth as one of the 2021 Best Small & Medium Workplaces™️. This is Mission Wealth’s second time being named to...
Financial Advisory Firm Gains Support Through Acquisition by Mission Wealth
As a Senior Advisor and Partner at AHC Advisors in Chicago, IL, Jorie Pitt was attracted to Mission Wealth for their abundant support departments. Motivated by the opportunity to join...
Put the Planning in Estate Planning
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, truly effective estate planning runs much deeper...
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...
4 Tips for Building an Ideal Retirement Schedule
Your IRA and 401(k) haven’t magically grown all by themselves. Your nest egg is the result of years of planning and hard work, and so should your retirement schedule. Read...
Changes to the Child Care Tax Credit
There are a number of changes being made to the child tax credit this year. We will explore these changes, and discuss how they could impact you. Read more in...
FA Magazine Ranks Mission Wealth a Top 50 Fastest Growing RIA
Mission Wealth is pleased to announce that we have been ranked #123 in FA Magazine’s 2021 RIA Survey & Ranking, which lists the top Registered Investment Advisor firms in the...
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...
Watch the INSPIREDtalk: From Surviving to Thriving with Dr. Elizabeth Lombardo
Learn to live your life with purpose, fulfillment, and True Success™. Watch the video and read the top takeaways from celebrity psychologist Dr. Elizabeth Lombardo’s INSPIREDtalk here!
3 Tips for Planning a Last Minute Summer Trip
Are you ready to take a break from your backyard before the kids are back in school and the year-end push starts at work? Now might be the time to...
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...
Has Your Employer Stock Gone Up Significantly in Your 401(k) Plan?
There is a tax strategy that can potentially reduce the amount of taxes you pay on highly appreciated employer stock in your 401(k) plan. This article discusses the strategy, and...
Spotlight on the Team: Brandon Baiamonte
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Director of Tax Strategy, Brandon Baiamonte,...
Quarterly Market Commentary: Q2 2021
Take a look at Mission Wealth’s Market Commentary for the second quarter of 2021, presented by Kieran Osborne, Chief Investment Officer.
Mission Wealth Earns 2021 Great Place to Work Certification™
Mission Wealth is proud to be Certified™ by Great Place to Work® for the second year in a row. The prestigious award is based entirely on what current employees say...
Deciding if it’s the Best Time to Move
The red-hot housing market is full of both challenges and opportunities for those who might be eyeing a move. These four questions in this article will help you think about...
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.
4 Ways to Make the Most of Your Day
Balancing work, family and health can be overwhelming, especially as many are heading back to the office. Here are four simple tips for finding more time throughout the day, tackling...
Are Taxes Going Up?
There is a lot of uncertainty about tax increases proposed by President Biden. In this article, Brandon Baiamonte discusses some of the proposals and their likely effect on you from...
Spotlight on the Team: Greg Prince
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Client Advisor Greg Prince and learned...
Guide to Financial Aid for Parents and Students
In this guide to financial aid for parents and students you’ll learn about how financial needs are determined, gain ways to estimate aid eligibility ahead of time, and compare aid...
Mission Wealth Named a Central Coast Best Place to Work
Mission Wealth is pleased to announce that we ranked among the highest-scoring businesses on Inc. Magazine’s annual list of Best Workplaces for 2021! As one of 429 businesses that did...
Guide Your Growth With a Business Plan
Whether you’re a business owner now or have entrepreneurial aspirations, a business plan will help keep you on-track to meet your goals, spend efficiently, and focus your attention where it...
Investment Planning Throughout Retirement
Investment planning throughout retirement is not the same as investing for retirement and, in many ways, is more complicated. This article discusses some important factors that you may wish to...
Inc. Magazine’s Best Workplaces 2021
Mission Wealth is pleased to announce that we ranked among the highest-scoring businesses on Inc. Magazine’s annual list of Best Workplaces for 2021! As one of 429 businesses that did...
Thinking About Starting a Business?
Seeing the disruption caused to the business landscape in the last few months has caused many of us to feel uncertain. Read on to learn more about why this could...
Spotlight on the Team: Martina Mendoza
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Client Advisor Associate Martina Mendoza and...
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...
Working from Home While Fulfilling Your Inspired Life
The number of people working from home has been accelerating and it’s become the “new normal” for many. In this article we have put together four things to consider if...
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...
TEDxSantaBarbara | The Untethered Life: Wealth Redefined | Seth Streeter
Watch Seth Streeter’s TEDtalk and redefine what wealth means to you. Learn about about conscious wealth and explore Mission Wealth’s Inspired Living™ services which put Seth’s framework into practice.
Stay Healthy and Wealthy in Retirement
Staying healthy and wealthy in retirement is a common goal but the best health care is preventative, especially in the early years of retirement. Here are 4 ways to keep...
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.
Travel and Give Back with Voluntourism
“Voluntourism” gives travelers an opportunity to enjoy a new place while also helping those in need. Now that vaccines are rolling out and things are reopening, why not see how...
Watch the INSPIREDtalk | Secrets of a Long Life with Dan Buettner
Learn the secrets of a long life from the world’s longest-living populations. Watch the video and read the top takeaways from Dan Buettner’s INSPIREDtalk here!
Spotlight on the Team: Irene Biddle
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Customer Service Representative Irene Biddle and...
Quarterly Market Commentary: Q2 2021
Take a look at Mission Wealth’s Market Commentary for the second quarter of 2021, presented by Kieran Osborne, Chief Investment Officer.
4 Things to Consider Before You Relocate for Retirement
It can be difficult to decide whether or not to relocate during retirement. This article includes some things to consider, whether you choose to stay where you are now, or...
Fortune Best Small & Medium Workplaces™ 2021
Great Place to Work® and Fortune have honored Mission Wealth as one of the 2020 Best Small & Medium Workplaces™. This year, Mission Wealth was ranked #18 on the list.
Wisdom Share | Crowd-Sourcing a Wealth Mindset
During Mission Wealth’s recent Wisdom Share event, we met in groups to define top ways to boost your wealth and abundance within each of the 11 Dimensions of Life™. Read...
Habits that Help Lead to Financial Freedom
Financial freedom is a common goal as it includes savings, investments and guidelines to reduce money-related anxiety for both you and your family. These tips can help you define what...
Spotlight on the Team: Luke Morris
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Senior Client Advisor Associate Luke Morris...
Proposed Tax Changes and Planning Opportunities
Since President Biden has taken office, there have many ideas around the administration’s tax proposal and how to plan around it. In this article, Greg Smith has put together a...
Strategy During Uncertainty: Planning for Long-Term Success
If feelings of uncertainty and anxiety are starting to get between you and your 2021 goals, use this three-step plan for long-term success to plot a better path forward.
Spotlight on the Team: Jorie Pitt
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Client Advisor Jorie Pitt and learned...
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...
Watch the INSPIREDtalk | Un-Stuff Your Life with Andrew Mellen
Learn some powerful ways to stay organized, gain extra hours in your week, and un-stuff your life with these tried and tested tips. Watch the video and read the top...
Align Your Financial Plan with Your Values
Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. Read on to learn a few investing, spending, and giving...
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...
What Proposition 19 Means for Californians
Will your children keep your CA residence after your passing and are you willing to give them your house before 2/15/21? Are you thinking of moving within CA and approaching...
Quarterly Market Commentary: Q1 2021
Take a look at Mission Wealth’s 2021 First Quarter Market Commentary from our Chief Investment Officer Kieran Osborne.
Spotlight on the Team: Christy Wempe
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Client Service Representative Christy Wempe and...
The Biden Administration Tax Plan
Now that the election has passed, Americans are looking for guidance as to what they should be doing, or not doing, about their taxes before the end of 2020 and...
Mission Wealth Names Four New Partners to the Firm in 2021
Mission Wealth is excited to welcome four new partners to the firm: Jenna Rogers, Renee Hennessee, Ryan Niedbalski, and Jeff Avila. This brings our grand total to fifteen and helps...
Watch the INSPIREDtalk | Design and Ignite Your 3.0 Life Vision with Chip Conley
Read the top takeaways and watch the video of Chip Conley’s INSPIREDtalk, where we learned how to approach life’s biggest transitions and gained some ways to start designing a 3.0...
Spotlight on the Team: Shane Meares
Mission Wealth’s Spotlight on the Team for December is Senior Client Advisor Associate, Shane Meares. Shane joined the Mission Wealth team in August 2020, and has been in the financial...
Growth in Household Clients Fuels Need for M&A for This RIA
Mission Wealth, a Santa Barbara, Calif.-based RIA, is just getting started on its plan to augment its business by acquiring advisory practices.
6 Ways to Give Back this Holiday Season
This holiday season is definitely unusual, but we can still show our neighbors and community that we care. Read our top 6 ways that you can give back this holiday...
Top Tips for a Fun Virtual Holiday
It’s the time of year when we want to be closest to our loved ones, so we’ve put together some of our top tips for a fun virtual holiday –...
Mission Wealth Acquires Registered Investment Advisory Firm AHC Advisors
Mission Wealth LP announced today that it has acquired AHC Advisors, a Chicago-area, SEC registered investment advisory firm overseeing approximately $500 million in client assets. The addition of AHC’s dedicated...
Spotlight on the Team: Helena Gould
Mission Wealth’s Spotlight on the Team for November is Marketing Manager, Helena Gould! Helena joined the Mission Wealth family in August 2020, and has 9 years of experience in marketing....
Finding Success During Difficult Times
After the uncertainty of the pandemic we can all agree that 2020 has demanded a lot from all of us – and this might not be going away any time...
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 Science Behind a Billionaire Mind
In this two-part podcast interview, listen to Seth Streeter and Ananya Dugar, host of the Rising High Podcast, as they reflect on the true meaning of wealth – and how Seth...
Fun this Fall (Despite the Pandemic)
Fall is approaching, but can we enjoy it safely? Here are some ways to have pumpkin-spiced fun this fall – despite the coronavirus pandemic.
Saving for Retirement and College at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? In this article, Jeff...
Fortune Best Small & Medium Workplaces™ 2020
Great Place to Work® and Fortune have honored Mission Wealth as one of the 2020 Best Small & Medium Workplaces™. This year, Mission Wealth was ranked #18 on the list.
Dealing with Uncertainty: What Can You Control?
Dealing with uncertainty can be a challenge, but when times are tumultuous we can turn our attention to what we are able to control in our lives. Read our top...
Naming a Charity as a Beneficiary of Your IRA
For those that are charitably inclined, there are some good options to consider when naming a charity as a beneficiary of your IRA. In this article, we explore the reasons...
Goal Setting for the Remainder of 2020
As the last few months of the year come to an end, we’ve put together three questions that can help you put an action plan in place to achieve your...
Client Corner: Understanding Deflation
What should you know about deflation? In this article, Brad Stark offers some important considerations when addressing the impact of deflation.
Spotlight on the Team: Tawny Kauka
Mission Wealth’s Spotlight on the Team for October is Client Service Representative, Tawny Kauka! Tawny has been with Mission Wealth for almost 2 years, and in this interview she tells...
Discover Your Next Retirement Hobby
No one loves every single thing about their workday, but when you’re retired you might miss the predictability, routine and challenges that your work gave you. Let’s shift our mindset...
A Blind Man With Vision
Read about Hein Wagner’s outlook on life, and its unending possibilities. We’ve highlighted some of the best lessons that have served to keep the well known motivational speaker focused on...
The Sustainability Symposium: Seth Streeter Joins Local and Industry Leaders
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...
Chinese Delisting & The Holding Foreign Companies Accountable Act
We have put together some information that you may find useful regarding the Holding Foreign Companies Accountable Act. In this article, we want to address any questions that may have...
Pacific Coast Business Times Names Mission Wealth a 2020 Fastest Growing Company
Mission Wealth was honored again today by the Pacific Coast Business Times as one of the 2020 Top 50 Fastest Growing Companies in the Tri-County area. This year, Mission Wealth...
Rethinking Your Career
Has working from home given you a new perspective on the work you do? Changing jobs during the pandemic might seem like a challenge, but the shifting business landscape has...
Make an Impact by Building Your Charitable Network
If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. Here are some ways that...
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...
Bring Your Family Together with Philanthropy
With so many people needing so much help right now, parents and grandparents have a unique opportunity to teach younger family members the value of giving back. We’ve put together...
What Makes a Good Life?
“What makes a good life?” is a question that we have all asked at one point or another, but what does ‘good’ mean, and how can it be attained? We’ve...
Spotlight on the Team: Jose Monreal
Mission Wealth’s Spotlight on the Team for September is Senior Client Advisor Associate, Jose Monreal! Jose joined the Mission Wealth family in September 2020, and has 3 years of experience...
Managing Travel Plans During a Pandemic
There’s still time to reschedule that family reunion or a big trip that was cancelled during quarantine. And there are still plenty of ways to vacation safely with loved ones...
Wes Patton Named Top 40 Under 40 in the Central Coast
Pacific Coast Business Times announced honorees of the 20th annual 40 Under 40 awards, naming Wes Patton, Mission Wealth Client Advisor, to the 2020 list.
Financial Advisor Magazine Names Mission Wealth in Top 2020 RIA Ranking
RIA Channel named Mission Wealth in their 2020 RIA Channel Top 100 Wealth Managers Ranking this week. This year’s unique ranking showcases wealth management firms based on their size and...
Rethinking Your Pandemic Charitable Giving Strategy
The pandemic has created economic and health care challenges that continue to stretch our resources. But how does all of this affect how we give charitably? We’ve highlighted our top...
Navigating Life’s Transitions by Rewriting Your Story
Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, but others aren’t so straight forward. We’ve...
Will the Pandemic Change the Life Value of Your Vacation Home?
Although buying a vacation home is a common financial goal, many find that the hassles outweigh the benefits. The pandemic has created a shift in how we see the value...
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...
3 Ways to Make Memories During the Unusual Pandemic Summer Ahead
Summer is on its way, but due to the pandemic some activities that you’ve been looking forward to might have to wait until 2021. Here are 3 ways that you...
Mission Wealth Named to 2020 Financial Times 300 Top Registered Investment Advisers
Mission Wealth has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. Learn more about this ranking by reading this article.
RIA Channel Names Mission Wealth in 2020 Top 100 Wealth Managers Ranking
We proudly announce that RIA Channel named Mission Wealth in their 2020 RIA Channel Top 100 Wealth Managers Ranking this week! This year’s Top 100 ranking showcases wealth management firms...
Mission Wealth Proudly Continues to Support Sea Center Solar Project for 2020
Mission Wealth has continued their support of the Sea Center Solarization project for 2020 by donating to the Museum of Natural History for the second year in a row. The...
Spotlight on the Team: Kristen Taylor
Mission Wealth’s Spotlight on the Team for August is Client Advisor, Kristen Taylor! Kristen has been with Mission Wealth for 2 years, and has over 14 years of experience in the...
Why College Students May Want to Consider a Gap Year
Is a gap year a good idea? As colleges and universities decide whether to re-open versus transitioning to online classes, this could be an opportunity for students to consider waiting...
Build Your New Bucket List
Get your family together and ask yourselves these three questions. Your answers will help you build a better bucket list full of things you’ll enjoy doing today and look forward...
Estate Planning 101: Planning, Preparation and Process
Many of our clients have questions in regards to settling an estate after a loved one has passed. In this article, client Advisor Amanda Thomas shares her Estate Planning journey,...
Mission Wealth Designated a “Great Place to Work-Certified Company”
Mission Wealth is proud to announce that we are now Great Place to Work-Certified™. This certification is a significant achievement. Using validated employee feedback gathered with Great Place to Work’s...
Client Corner: Is Inflation Good or Concerning?
Gradual U.S. inflation helps to regulate our economy, and encourages the individual consumer to purchase more, which benefits our economic system – but at what point does inflation shift from...
TEDx Making Waves Podcast: Seth Streeter on Leaping Forward Into Deferred Dreams
Seth Streeter was on the TEDxSantaBarbara stage in 2016, talking about new ways to manage our money and lives as one. In this conversation, we look at how our current...
Spotlight on the Team: Tricia Fahnoe
Mission Wealth’s Spotlight on the Team for June is Partner and Client Advisor, Tricia Fahnoe! Tricia has been with Mission Wealth for 9 years, and in the financial industry for...
Celebrating the Fourth of July During Coronavirus
Although things are uncertain, we can still celebrate the fourth of July during coronavirus with our family, friends, and neighbors if we follow some safety tips. We’ve put together 4...
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,...
If Your Job is Moving Online, Your Home Could Change Too
We may not have spent all that much time at home before the quarantine, but as jobs are moving online our homes are where we eat, sleep, work and play....
A Handful of Hope Podcast: Seth Streeter on Redefining Wealth
Are we open to the life we really want? Join Seth Streeter and Jesse Brisendine as they discuss life, wealth and wisdom on this episode of the ‘A Handful of...
Benefits of Technology During Retirement
Before the pandemic, technology was something that, as a retiree, you could more or less choose to embrace. Today we all realize the important role that technology plays in keeping...
The Beyond Capital Podcast: Seth Streeter on Wealth Consciousness
This week Seth Streeter participated in The Beyond Capital Podcast, discussing the concept of wealth consciousness and explored what it means to be wealthy. Click here to listen to the...
Retire Happy by Giving Back
“How can I retire happy?” is a question that generations have asked. The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired, so we’ve...
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...
Should I Start a Business After I Retire?
To start a business after you retire may seem daunting, but there could be more motivation to take action than you might think. The truth is that there’s never a...
Building Post-Pandemic Momentum: Growth Through Adversity
Utilizing certain habits could help us to absorb some of the most meaningful lessons from the quarantine experience. Here are four ways we can keep learning and growing to make...
Building Post-Pandemic Momentum: Better Habits for a Healthier Mind
We asked some leading experts on behavior and peak performance what mental strategies they would recommend to help us start building personal momentum as we approach, hopefully, the end of...
How To Reduce Spending During Quarantine
Reducing the amount of money you spend is essential in times like these. Knowing that this is not an easy thing to do, Client Advisor Skyler Kraemer provides some exercises...
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...
Mission Wealth Supports Virtual Education Meeting: The Impact Of The Secure And Care Acts On Donors And Charities
Mission Wealth supported a virtual education meeting with Schwab Charitable to discuss the impact of the Secure Act and Care Acts on donors and charities. Click here to read more.
Get Away in Your Own Backyard
Travel plans may be disrupted right now, but there are still opportunities to get outside and stay safe during the coronavirus pandemic. Read more about ways to get away during...
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...
Build Resilience to Prepare for the Country Reopening
Deciding how and when to reopen our country will be a complicated process. Read about some ways that you can prepare yourself to be resilient despite uncertainty.
Paying the Bills During a Pandemic
Right now millions of Americans are out of work. Read about some smart ways to withdraw funds if they are needed during the coronavirus pandemic.
Inc. Magazine Names Mission Wealth a Top Workplace in 2020
Mission Wealth is proud to announce that we have been named to Inc. magazine’s annual list of the Best Workplaces for 2020. Read more about this award here.
Designing your Retirement Strategy in a Pandemic
Retirement plans change like your life does. Read about some ways that you can design your retirement plan in a way that best fits your future, and that considers any...
Our Healthcare Heroes Share Their Wisdom, We Share Our Gratitude
Read about Mission Wealth client advisor Claudia Sawaf, who interviewed some medical heroes in healthcare during the coronavirus pandemic. We’d like to honor and support their mission to save lives.
Spotlight on the Team: Helena Leathers
Mission Wealth’s Spotlight on the Team for April is our Marketing Manager, Helena Leathers! Helena joined our marketing team early this year in January and holds a B.S in International...
InvestmentNews Names Mission Wealth #1 Best Place to Work for Financial Advisers in 2020
InvestmentNews has recognized Mission Wealth as a 2020 Best Places to Work for Financial Advisers. Read more about how Mission Wealth was chosen as #1 of this year’s top-75 medium...
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.
Adapting to Change During a Pandemic
Things may seem very still right now as we stay home to flatten the curve, but actually we are all subtly adapting to the changing environment. Learn more about the...
Does Your Quarantine Health Level Up?
Does your quarantine health level up? The impact of coronavirus (COVID-19) has increased awareness of global healthcare, but don’t forget your own health.
The Family Dimension of Wealth
Wealth is more than just how much money we have, and family relationships are often what matters most. Read these tips to see how you can grow your Family Dimension...
Tips for Keeping Long-Term Financial Goals During Uncertainty
If the path towards your long-term financial goals has shifted a little in the past few weeks, these four tips can help keep you headed in the right direction
Dannell Stuart Named a 2020 Top Women in Business by Business Times
Mission Wealth congratulates Director of Business Development Dannell Stuart on her recognition by Business Times as an outstanding female business leader.
Loan Resources for Self-Employed and Small Businesses
Are you self-employed or do you own a small business? The U.S. Small Business Administration opened up their Payroll Protection Program (PPP) today. Take a look at this article to...
How the Economic Stimulus Package Can Assist Small Businesses
Small businesses are being impacted by the uncertain economy, so we put together a list of economic stimulus provisions aimed at assisting small businesses.
My Income is Impacted by COVID-19, What Are My Options?
Because we understand how stressful economic uncertainty can be, we put together five stimulus options for those with impacted income. Learn more in this article.
The CARES Act and How it Might Affect You
On March 27, President Trump signed the CARES Act, HR 748. We’ve highlighted some important tax considerations that are included.
10 Ways to Stay Social During Social Distancing
We are all exercising social distancing to stop the spread of coronavirus. Here are 5 ways to stay social during social distancing!
Health and Wellness Tips While Staying at Home
During times of uncertainty, it can be easy to forget about self-care. We offer some of our team’s very own wellness tips to help you stay on track.
Our Commitment to Service
As we all watch the Coronavirus situation unfold across the globe, our thoughts are with those affected by the virus, their families, and their respective communities.
Spotlight on the Team: Renee Hennessee
Mission Wealth’s Spotlight on the Team for February is our Director of Technology, Renee Hennessee! Renee joined the Mission Wealth team in 2014 and was one of the first Mission...
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...
Mission Wealth Supports This Year’s Minds Matter SF Spring Gala
Mission Wealth attended and sponsored the Minds Matter San Francisco Gala on February 22, 2020. The Spring Gala is one of three of MMSF’s marquee events of the year, held...
Doing the Math on “Big” Money Allocations
Endowments typically have significant allocations to “alternative strategies” which can play a role in diversification and long term portfolio growth.
Education Opportunities for Thriving Retirees
Retirees across the United States are heading back to campuses when they retire. In fact, many colleges and universities have started tailoring programs specifically for those who want to start...
Mortgage Watch – Low Rates Could Offer Opportunities for Action
With all the news headlines focusing on the coronavirus, a potential silver lining that may be overlooked for home owners is mortgage rates.
Domestic Violence Solutions SB Hosts 12th Annual Luncheon
Mission Wealth was proud to sponsor the Domestic Violence Solutions 12th Annual Luncheon again this year. Members of our team attended the luncheon, hosted at the Four Seasons Biltmore in...
Mission Wealth Sponsors UCSB A&L’s Cirque Eloize Performance
Mission Wealth is proud to support UCSB Arts and Lectures again for the 2020 season. On Tuesday evening Mission Wealth advisors and guests attended the sponsored performance “Hotel”, by the...
4 Ways to Defend Yourself from Hackers in 2020
Having an understanding of online security is becoming more and more vital. These are four simple safeguards that can help to reduce your chances of getting hacked.
Will a Vacation Home Provide a Good Return on Life?
Vacation homes can provide decades of enjoyment, and untold memories. The home itself can even last for multiple generations within your family. On the flip side, these homes can create...
Golf with the Greats – Lessons, Observations and Tips
Over the years I’ve had the opportunity to play with some of the world’s best golfers. This article is a great resource for you if you love golf, and more...
Top Habits for a Successful Retirement – Take the Spending Quiz
We all want a fulfilling retirement experience, but how we achieve that is not always clear. This article shows you the most common habits upheld by successful retirees, and how...
BlackRock Prioritizes Climate-Risk in Investments
Last week, BlackRock’s CEO Larry Fink sent letters to the CEO’s of the companies that BlackRock invests in, as well as to BlackRock’s clients. Through these letters Mr. Fink highlighted...
Mission Wealth Ranked 2019 RIA Channel Top 100 ETF Power User
This year’s ETF Power Users ranking showcases wealth management firms based on their aggregate total firm ETF assets. **Mission Wealth was listed #59 on the 2019 list.
The ABCs of Estate Planning Documents
Estate planning documents are generally created once or twice during a person’s life and then they are put in a drawer, and largely not reviewed thereafter. They are then referenced...
Mission Wealth Opens Office in Austin, TX
Mission Wealth is pleased to announce that we have opened a new office in Austin, TX. This is the third office that we have opened in Texas over the last...
4 Steps to New Year’s Resolutions: Reaching Your Financial Goals
Reaching your financial goals with a New Years resolution might sound too easy, but the reality is that it’s common that New Year’s resolutions rarely last until Valentine’s Day. If...
Improve Your Financial Well-Being in 2020
Your life may change as you get closer to retirement. The more prepared you are for things you CAN predict – like kids going to college – the better equipped...
Spotlight on the Team: Abby Chajon
Mission Wealth’s Spotlight on the Team for January is our newest Client Service Representative, Abby Chajon! Abby joined the Mission Wealth team in 2019 and has over ten years of...
New Year’s Resolutions That Can Help Your Finances
As the end of 2019 rapidly approaches now is a great time to relax, spend time with family, and reflect on all the things that occurred over the past year....
Mission Wealth Retirement Guide
Mission Wealth can provide you with the information you need to help grow your wealth and protect your assets for the future. In this guide, we’ll take you through some...
Mission Wealth Names New Partners to Firm
Mission Wealth is pleased to announce that we have added three new, well deserving, partners to the firm this year: Kieran Osborne, Brian Sottak, and Michelle Winkles.
RIA Channel Names Mission Wealth in 2019 Top 100 Wealth Managers Ranking
RIA Channel named Mission Wealth in their 2019 RIA Channel Top 100 Wealth Managers Ranking this week. This year’s unique ranking showcases wealth management firms based on their size and...
A Holiday Family Meeting Can Ring in a Productive New Year
The holiday season might not seem like an ideal time to have a serious conversation with your immediate family. All that shopping, decorating, cooking, and celebrating can be time-consuming and...
Spotlight on the Team: Greg Smith
Mission Wealth’s Spotlight on the Team for December is Client Advisor and Compliance Associate, Greg Smith! Greg joined the Mission Wealth team over sixteen years ago and has over 29...
How to Make Yourself a Difficult Target for Cyber Criminals
Last week, Mission Wealth hosted a personal security awareness presentation led by Gary Rossi, Vice President with Fidelity Global Security. In this presentation, Rossi provided Mission Wealth clients with insights...
Mission Wealth Opens Office in Salt Lake City, Utah
Mission Wealth is pleased to announce that we have opened a new office in Salt Lake City, Utah. This office addition paves the way for our advisors to now serve...
Mission Wealth Supports Annual CALM at Heart Luncheon
Last week, Mission Wealth joined CALM (Child Abuse Listening and Mediation) for their fourth annual CALM at Heart “Stepping Stones” luncheon. The event featured inspiring keynote speakers including Geoff Green,...
Add Some Adventure to Your Retirement with These Three Travel Options
According to AARP, baby boomers expected to take an average of 4-5 trips during 2019. Retired boomers who plan to travel more might even exceed that pace once they’re no...
Spotlight on the Team: Wes Patton
Mission Wealth’s Spotlight on the Team for November is Senior Client Advisor Associate, Wes Patton! Wes joined the Mission Wealth team in 2019 and brought with him over four years...
Seth Streeter & YPO Come Together to Hold Second Annual “Developing Your 3.0 Vision for Life” Event
In September 2019, Seth Streeter, Founder and CEO of Mission Wealth, led his second YPO “Developing Your 3.0 Vision for Life” multi-day retreat for 31 CEO’s and spouses at The...
A Tale of Two Decades: Lessons for Long-Term Investors
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one...
Spotlight on the Team: Claudia Arnold-Sawaf
Mission Wealth’s Spotlight on the Team for October is Claudia Arnold-Sawaf! Claudia recently joined the Mission Wealth team after successfully running her own planning practice since 2014. Claudia brings with...
Mission Wealth Named 2019 Fastest Growing Company
Mission Wealth was honored again today by the Pacific Coast Business Times as one of the 2019 Top 50 Fastest Growing Companies in the Tri-County area. This year, Mission Wealth...
Spotlight on the Team: Skyler Kraemer
Mission Wealth’s Spotlight on the Team for September is Client Advisor, Skyler Kraemer! Skyler joined Mission Wealth in August of 2019. Skyler has over nine years of experience in the...
How to Prepare for the Next Bear Market
Anyone who’s retired in the past 10 years has been very fortunate. They’ve experienced a massive bull market and they may even have a higher net worth today than when...
Seth Streeter Featured on “Money Matters” Podcast
Mission Wealth’s co-founder and CEO, Seth Streeter, was featured on Money Matters, a podcast hosted by Adam Torres, where the world’s leading entrepreneurs reveal their top tips to success.
Brian Sottak Named Top 40 Under 40 in the Central Coast
The Pacific Coast Business Times announced the honorees of the 19th annual 40 Under 40 awards this week, naming Brian Sottak, Mission Wealth Client Advisor, to the 2019 list.
Are You Spending Your Time Doing What Everybody Else Does in Retirement?
Many soon-to-be retirees struggle to imagine their week without work in it. All those blank calendar days are exciting, but they can also be overwhelming.
The Purpose of Money is NOT Just to Make More of It
There is a purpose to having money and growing your wealth. But what money can’t do is create purpose in and of itself. Read more!
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...
The Uncommon Average
The importance of having a long-term investment philosophy — combined with disciplined rebalancing — cannot be overstated.
Financial Advisor Magazine Names Mission Wealth in Top 2019 RIA Ranking
Mission Wealth is pleased to announce that we have been named in Financial Advisor Magazine’s 2019 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. The...
How to Preserve Your Life’s Lessons for Future Generations
Your legacy isn’t just about your assets. It is about helping your heirs think about their own relationships to money in more meaningful ways based off the lessons you learned...
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...
Mission Wealth Named to 2019 FT 300 Top Registered Investment Advisers
Mission Wealth is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms...
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 employer-sponsored retirement plan....
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?
The Longevity Effect
This generation of retirees is going to live longer than any in history. Today’s seniors are healthier, more active, and receiving better preventative care than ever before. On top of...
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...
How to Increase Your Generosity During Retirement
How are you going to get the best, most fulfilling life possible with the money you have once you retire? Many studies have shown that retirees who spend their time...
Why Investors Should Beware of IPO Valuations
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,...
Three Reasons Why You Might Want to Work Even When You Don’t Need the Money
It might sound a little crazy but there are many benefits to working even though you no longer need the money for your living or retirement needs. These “retirement workers”...
The Index Bogeyman
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...
Does It Make Sense to Convert Your IRA to a Roth IRA?
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...
4 Reasons Why a Financial Advisor Can Help Your Business
According to the American College, 60% of business owners who responded in their study said that they had not met with a financial advisor. Few of them had developed a...
Mission Wealth Named in 2019 Best Places to Work Hall of Fame
Mission Wealth has been named one of the top ten Central Coast Best Places to Work for 2019. This award is annually produced by The Pacific Coast Business Times, the...
Improve Your Relationship with Money by Answering These 5 Questions
Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time...
A New Definition of Wealth | Seth Streeter on the MindBody Podcast
Mission Wealth‘s co-founder and CEO, Seth Streeter, was recently interviewed by Blake Beltram in Wellness Revolutionaries, a new podcast that shines a light on the leaders of the Wellness Revolution...
How to Make a Good Decision When Given a Tough Choice
No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect our families, our careers, and...
Spotlight on the Team: Pete Woodring
Mission Wealth’s Spotlight on the Team for April is Client Advisor, Pete Woodring. Before joining the Mission Wealth team in 2019, Pete developed a strong portfolio management foundation at US...
Tricia Fahnoe Honored in Top 50 Women in Business 2019
Mission Wealth congratulates Partner and Client Advisor, Tricia Fahnoe, on her recognition in the Pacific Coast Business Times as an outstanding female business leader. For the last fourteen years, the...
Get Your “House” in Order Before You Retire
Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed up in extra bedrooms and the basement. Whether you’re looking for joy or just...
Wills: The Cornerstone of Your Estate Plan
If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use...
Record Keeping for Your Own Business
Keeping good business records will not only help you stay in business but may also help you increase profits. Your business records let you analyze where your business is and...
Investing as a Couple: Getting to Yes
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that...
Sticker Shock: Creative Ways to Lower the Cost of College
Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you’ll need to make substantial financial...
How to Phase into Retirement and Take it For a Test Drive
There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older. Some are worried about...
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...
Spotlight on the Team: Grant Franklin
Our Mission Wealth spotlight for the month of January is Grant Franklin, our new Investment Associate. In his role, Grant is responsible for trading, investment research and portfolio performance analysis....
Special Considerations for Second Homes
A rustic cabin. a seaside cottage. Has it been a lifelong dream of yours to own a second home? Buying a vacation home can be an alluring prospect. Before you...
Preparing for Parenthood
Parenthood may be one of the most rewarding experiences you’ll ever have. As you prepare for life with your baby, here are a few things you should think about.
Make Arrangements in Advance to Protect Your Digital Assets
What happens to your digital assets if one is incapacitated, has memory issues, or passes away? Due to federal privacy laws, most internet companies won’t be able to assure access...
Women: What You Should Know When Starting a Business
If you are a woman thinking about starting your own business, you’ll need a sound plan, a little creativity, personal dedication, and probably some form of financial investment. Before you...
Sudden Wealth
What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had...
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each...
Estate Planning: What Are Your Needs?
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death...
Millennials in the Marketplace
A millennial is defined as a person reaching adulthood in the 21st century (currently those between ages 22-37). This group makes up 25% of the overall population, now equal in...
What Is Normal? The Facts and Figures for Retirement Success
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,...
Leaving a Legacy
You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be...
A Big Gifting Opportunity in New Tax Code
Although the the recent Tax Cuts and Jobs Act bill of 2017 certainly offers its fair share of complexity, it also presents a tremendous opportunity that many high-net-worth households don’t...
Financial Basics for Millennials
With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all...
How to Ensure Your Life Wishes Are Granted Through Effective Estate Planning
Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. But if you put off your legacy planning too...
Charitable Bunching
If a taxpayer is making charitable donations, and that potential deduction, along with their state and property taxes and their mortgage interest do not exceed their Standard Deduction, then they...
Investing for Major Financial Goals
Some of your goals will be long term (you have more than 15 years to plan), some will be short term (5 years or less to plan), and some will...
Freezing Credit Is Now a Free Service
As of September 21, 2018 under the new Economic Growth, Regulatory Relief, and Consumer Protection Act, consumers in states who previously had to pay fees to freeze their credit will...
Mission Wealth CEO Tapes Podcast ‘Conversations With Maria Menounos’
Mission Wealth Founder and CEO, Seth Streeter, was a recent guest on “Conversations With Maria Menounos” with host Maria Menounos. In the podcast “Taking on 2019 + Mindful Investing with...
Spotlight on the Team: Carla Ramos
Mission Wealth’s Spotlight on the Team for December is Portfolio Administrator Carla Ramos. Carla has been with Mission Wealth for 5 years, and brings to the firm over 20 years...
How to Make Your Empty Nest Time a Prime Time in Your Life
This empty nest transition can be very emotional. And in some cases, like children who stay on your health insurance until age 25, the break isn’t as clean as it...
Starting or Buying a Business
So, you’re thinking of going into business for yourself. You have several options available, and all involve some degree of risk. Do you want to create a start-up operation? Perhaps...
Estate Planning and 529 Plans
When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate....
Spotlight on the Team: Seth Streeter
Mission Wealth’s Spotlight on the Team for November is Founder and CEO Seth Streeter. Seth has been in the financial industry for 26 years and founded Mission Wealth in 2000....
Is How You Use Your Money Aligned With Your Values?
Just like a good sailor learns how to maneuver the sails to catch the most wind, aligning what’s most important to you with your financial resources is the key to...
Why Women Need Life Insurance
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home...
Disaster Preparedness for Businesses
As a successful business owner, you don’t want to think about your operations being interrupted by a natural disaster or other unexpected event. Yet the possibility is a real one....
The Pros and Cons of Retiring Early
A popular online movement wants to make 40 the new 65. FIRE stands for Financial Independence Retire Early. The idea is that by working as hard as you can and...
The Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also...
Dealing with Divorce
Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge...
How a Financial Professional Can Help You
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...
Women and Money: 5 Tips to Taking Control of Your Finances
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving...
Did You Inherit Your Beliefs about Money from Your Parents?
Parents know that children hear, see, and pick up on everything that is going on with the adults in their lives. And when you were a child, you were no...
An Evening with UCSB Arts & Lectures and Cirque Mechanics
On Sunday October 14, 2018, Mission Wealth sponsored the event “Cirque Mechanics 42FT: A Menagerie of Mechanical Marvels”. The show was put on at The Granada Theatre by UC Santa...
Spotlight on the Team: Rory Macdonald
Mission Wealth’s Spotlight on the Team for October is Client Advisor Rory Macdonald. Rory has been with Mission Wealth for nearly 7 years, and brings to the firm over 9...
2018 Fall Economic Forecast
This Fall 2018 economic indicators update takes a look at employment trends in region, the latest data on housing and jobs in the Tri-Counties, and a look at the performances...
Are You Ready to Retire?
There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that. While age is still an...
When to Save or Shred Old Financial Documents
Bills, mortgages, bank statements, brokerage statements, credit card statements—being an adult certainly does require a lot of paperwork. To keep your paper trail under control, it’s important to develop a...
2018 Bread & Roses – 25th Annual Community Auction & Dinner
On Saturday, October 6, 2018, The Fund for Santa Barbara hosted the 25th Annual “Bread & Roses” celebration at QAD Headquarters. Mission Wealth proudly sponsored the community dinner that was...
Caring for an Aging Parent
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if...
Qualified Charitable Distributions (QCDs) – A Strategic Way to Give
This year saw one of the largest tax reforms in over three decades. Two of the major changes – an increase in standard deductions and reduced/eliminated itemized deductions – have...
Spotlight on the Team: Long Tran
Mission Wealth’s Spotlight on the Team for September is Client Advisor Long Tran. Long has been with Mission Wealth for more than 2 years, and brings to the firm over...
Raising Awareness at the 2018 Community Environmental Council Gala
CEC has pioneered environmental solutions in areas with the biggest impact on climate change – most notably energy, transportation and food systems. The Green Gala helped to raise over $240,000...
529 College Savings Plans
529 College Savings Plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12...
Sight is Important to Mission Wealth, a proud sponsor of SEE International
SEE International provides essential and transformative eye care and surgery around the world and in the United States. They bring medical volunteers and partners together to care for the people...
PCBT Names Mission Wealth in 2018 Fastest Growing Companies List
The 2018 PCBT Fastest Growing Companies list is a special section that highlights the year’s fastest growth superstars, featuring both public and private companies in the Tri-Counties. Every year the...
4 Smarter Ways to Financially Help Your Adult Children
According to a recent study by TD Ameritrade, 25% of baby boomers are supporting their family members.. Support to adult children averages out to $10,000 per year. That’s $10,000 that...
Investing in 2018: Tuning Out the Noise
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...
Santa Barbara Foundation Crowns the 2018 Man and Woman of the Year
The awards, bestowed by the Santa Barbara Foundation, honor individuals for their extraordinary service and voluntarism in Santa Barbara. Seth Streeter, Amanda Thomas, Geoff Gaggs, Jeff Avila, and Jessica Mora...
3 Ways Grandparents Can Help Grandchildren with College Costs
Helping to pay for a grandchild’s college education can bring great personal satisfaction and is a smart way for grandparents to pass on wealth without having to pay gift and...
Tips to Help Your Kids Build Credit in College
Beginning to build credit is an important step for your children to take as they begin to become more independent, but they may require some help along the way. After...
How to Have More Fun and Meaning in Retirement
The only thing better than sleeping in is jumping out of bed early because you’re energized and excited for the day ahead. This is the kind of active and fulfilling...
Important Financial Lessons for Your High School and College Age Kids
A friend recently asked me if I would sit down with her and her two sons to talk about the most important financial lessons they should consider as they start...
Pacific Coast Business Times Honors Michelle Winkles on 40 Under 40 List
The Pacific Coast Business Times announced the honorees of the 18th annual 40 Under 40 awards this week, naming Michelle Winkles, Mission Wealth Director of Marketing, to the 2018 list....
Spotlight on the Team: Jessica Mora
Mission Wealth’s Spotlight on the Team for August is Client Advisor Associate Jessica Mora. Jessica achieved her CERTIFIED FINANCIAL PLANNER™ certification this month, and she has been a part of...
New Baby on the Way? 6 Tips to Help You Prepare Financially
A recent study found that 57% of parents regretted not taking more financial action during the first year of their baby’s life. Working through this simple checklist with your spouse...
Mission Wealth Honored on 2018 Inc. 5000 List
Mission Wealth is pleased to announce that for the fourth time in a row, the firm has been recognized in the Inc. 5000, the most prestigious ranking of the nation’s...
Empower Yourself by Recognizing Your Freedom to Choose
We may not always be able to control the circumstances of a given situation we find ourselves in. But we always have the freedom to choose how we respond. The...
Spotlight on the Team: Amanda Thomas
Mission Wealth’s Spotlight on the Team for July is Client Advisor Amanda Thomas. Amanda has been with Mission Wealth for more than 12 years, and brings to the firm over...
3 Ways to Cultivate Learning Into Your Daily Routine
One common attribute of successful, happy people is that they are intensely curious. They never feel like the world has passed them by because they have made learning and self-improvement...
Mission Wealth Named in Top 2018 RIA Ranking by Financial Advisor Magazine
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the U.S. Firms must be registered investment advisors and provide financial...
Create a Simple Plan to Achieve More in Life
We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so...
Spotlight on the Team: Jenna Rogers
Mission Wealth’s Spotlight on the Team for June is Client Advisor Jenna Rogers. This month marks her 10-year anniversary with Mission Wealth! In this interview, Jenna reveals how traveling played...
4 Ways to Feel More “At Home” in Your Home
Your home is an important part of your financial plan because we have to consider your rent or mortgage, utility bills, maintenance, and taxes as part of your monthly and...
Should I Invest in Bitcoin?
As an investment, Bitcoin elicits polarizing views. Proponents may argue that bitcoin is on the verge of the greatest bull run ever, while critics consider the currency worthless and a...
Do You Work for Money or Work for Meaning?
We understand why so many people stick with jobs that don’t provide meaning—it’s the money. And working “for the money” is not all bad. Having financial security so we can...
Mission Wealth Named One of Inc. Magazine’s Best Workplaces for 2018
Mission Wealth is pleased to announce that we have been named one of Inc. magazine’s Best Workplaces for 2018 with standout employee engagement. This is the publication’s third annual national...
Spotlight on the Team: Ryan Niedbalski
Client Advisor Ryan Niedbalski is the focus of our spotlight for the month of May. In his role at the firm, he works to understand client needs and develops investment,...
New Alliance Spurs Social Investments
Mission Wealth’s social values portfolios create a basket of stocks that mimic the broader market and rank highly on a scorecard of environmental, social and corporate governance practices.
Are You Living Your Life On Purpose?
If you feel like your life is something that just happens to you, it’s time to reassess how you’re spending your time. Feeling that your life has purpose will become...
What is Your “Philosophy” on Insurance? Here’s What You Should Consider
Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need?...
How to Start Improving Your Health Right Now
If you’re struggling to stay active as you age, or worried that you can’t afford a healthier lifestyle, come talk to us. We’ll help you review your budget, analyze your...
Spotlight on the Team: Jeff Avila
A client advisor with Mission Wealth, Jeff Avila joined because of the firm’s culture of focusing on helping clients improve their financial outcomes. Jeff, who is a California native and...
Master the “Art” of Retirement
Relaxing and sinking your toes in the sand on the beach. Your favorite spot on the sofa in the family room. No more alarm clocks because you want to...
Are You Financially and Emotionally Prepared for Life’s Big Transitions?
Financial planning is more than just a series of savings and investments you lock away and forget about. Your money doesn’t exist in a vacuum. Your financial needs are going...
Is Your Money Being Used to Improve Your Life?
With Inspired Living™ you can create a strategy to gain more fulfillment from your money than ever. Use your money to improve your life, and start living your Inspired Life...
Spotlight on the Team: Geoff Gaggs
This month’s Spotlight on the Team is on Partner and Client Advisor Geoff Gaggs. In this interview, he tells us a little about his outlook on life and how he...
4 Myths Women May Believe About Their Money
As a Certified Financial Planner designee, I spend the majority of my time meeting with people to learn about their current financial situations and how they got there. I constantly...
Disaster Victims Can Access Retirement Savings
The Bipartisan Budget Act of 2018 expands access to 401(k) and other retirement plan savings for those impacted by the California wildfires that occurred late last year in federally-declared disaster...
Spotlight on the Team: Dannell Stuart
Dannell Stuart, a Client Advisor and a Partner with Mission Wealth, tells of her lifelong love of travel, her interest in a certain Irish rock band and the satisfaction she...
4 Underutilized Assets for Wealth Accumulation
Let’s face it, we all would like to build more wealth. What are the best ways to do this? Aside from winning the lottery, receiving an inheritance from a long...
A Discussion of Palliative Care With BJ Miller and Pico Iyer
Last month, Mission Wealth was honored to sponsor Hospice and Palliative Care Specialist Dr. BJ Miller through UCSB Arts & Lectures. A video of his January 11, 2018 conversation with...
4 Types of Insurance You Should Have
Insurance can be one of the most powerful tools you have as part of your portfolio. For a relatively small amount of money, the benefits are generally leveraged to many...
How to Help Your Child Transition to Adulthood
Relative to 30 years ago, young adults are taking longer to complete school and begin careers. Many parents have children who are in college, or out of college and not...
Kicking off the Year With Women’s Fund of Santa Barbara
Mission Wealth is a proud corporate sponsor of the Women’s Fund again this year. Our Director of Marketing Michelle Wisniewski (a new member of 2018), and Lead Advisor and Partner...
Understanding Socially Responsible Investments
In the world of investing, it seems as though the choices that are available to us are infinite. One can choose to invest in everything from pharmaceutical companies to restaurant...
Kids Helping Kids 10th Annual Gala Celebration
Mission Wealth recently joined Kids Helping Kids for their 10th Annual Gala Celebration which featured grammy nominated and chart-topping rock band, NEEDTOBREATHE.
Avoid Being An Average Investor: 7 Rules
After reviewing thousands of financial statements, we have a good idea of where most people make mistakes and what behaviors can be adjusted to improve performance. The following are seven...
Spotlight on the Team: Brian Sottak
Our January team spotlight is on our Santa Barbara based client advisor Brian Sottak, who recently achieved his CFP®. At Mission Wealth, Brian creates tailored financial strategies and offers trusted...
Montecito Mudslide Victims: Resources and Ways to Help
In the recent weeks, residents of Santa Barbara County and the surrounding areas have been greatly affected by the Thomas Fire, which ravaged an estimated 281,893 acres. Still not fully...
Your 2018 Financial To-Do List
New year, new you, right? Unfortunately, it’s not as easy as it sounds. Between getting back to the gym, eating better, getting organized and sleeping 8 hours, one of the...
Mission Wealth’s CEO Seth Streeter Featured in Financial Advisor Magazine
Seth Streeter was recently featured in Financial Advisor Magazine’s online article, Future Advisors Must Be Vulnerable And Empathetic. This piece, written by top industry consultant Steve Sanduski, is based on...
5 Strategies to Budget for Retirement
Over the years we have worked closely with some of our clients to help them create financial plans that meet their needs and in doing so we have developed many...
How to Help Manage a Child’s Inheritance
As “baby boomers” age into retirement and a lot of trusts set up by the grandparents years ago begin distributing funds to the grandkids (typically by ages 25-35), many of...
Changes to the Estate Tax Laws
This is a brief summary of the significant changes to estate tax laws and 529 Plans this year, provided by Kenneth E. Devore & Associates.
Spotlight on the Team: Michelle Winkles
December’s Spotlight on the Team interview is with Mission Wealth’s Director of Marketing Michelle Wisniewski, who is just about to celebrate her one-year work anniversary with the firm. This month,...
Celebrating the Holidays with the Junior League of Santa Barbara
Mission Wealth Client Advisor and Client Client Advisor Associate, Jenna Rogers and Robyn Wallace recently joined the Junior League of Santa Barbara for their holiday party and celebration of the...
Avoiding Gaps in Your Insurance Coverage
Financial planners take a holistic approach to a client’s finances, and while growing investments is an important goal, protecting the client’s wealth should be another. Generally speaking, the more wealth...
5 Strategies To Manage Debt
Over the years, we have become a debtor nation, not only at the government level but across all facets of our economy and especially the average consumer. With the increasing...
What Helped You Grow Exponentially as a Leader?
We all have that one thing that we know has grown our leadership. In this article, Leadership Development Network executive committee members and champions were asked what they saw as...
Honoring Members of Catholic Charities at the Charities Mistletoe Ball
Mission Wealth recently sponsored the 25th annual Santa Barbara Catholic Charities Mistletoe Ball at the Coral Casino in Santa Barbara.
What To Do Before and After a Wildfire
As of December 12, the Thomas Fire has become California’s fifth largest fire, has burned through an estimated 257,000 acres and has destroyed more than 1,000 structures. The catastrophic events...
Helping Victims of the Thomas Fire
As of December 7, an estimated 96,000 acres have been ravaged by the Thomas Fire and more than 50,000 mandatory evacuations have been issued in Ventura County.
Supporting Students at Minds Matter Fall Benefit Piano Concert
Mission Wealth was in attendance as Minds Matter of San Francisco hosted their Fall Benefit Piano Concert at the San Francisco War Memorial Opera House.
3 Ways to Lift or Cancel a Credit Freeze
If you are one of the thousands of people who froze their credit reports after the Equifax breach, you got a Personal Identification Number (PIN) from each of the three...
Spotlight on the team: Andy Penso
Mission Wealth Partner and Client Advisor Andy Penso is our Spotlight on the Team interview this month. At Mission Wealth, Andy delivers customized financial planning, risk management and tax planning...
The Perfect Holiday Gift: Charitable Giving Strategies
With the strong stock market returns, many clients have appreciated securities in their investment accounts and may incur capital gains tax should they sell these holdings. One avenue many use...
An Evolution from Managing Money to Redefining Wealth
Mission Wealth’s CEO, Seth Streeter, was recently featured on Belay Advisor’s “Between Now and Success” podcast hosted by Founder and President Steve Sanduski.
Supporting the Annual CALM at Heart Luncheon
Over the weekend Mission Wealth joined Child Abuse Listening Mediation for their Second Annual CALM at Heart Luncheon. The event featured speakers, raffle prizes and more.
House of Representatives Reveals Details on Tax Reform Plan
The House of Representatives released details of their tax reform proposal this week. There are still a lot of difficult choices for Congress to ponder, but the main challenge to...
Keeping Your Accounts Safe and Secure
Client Advisor, Amanda Thomas, gives tips on how you can keep your accounts safe and secure.
The Power of Long-Term Investing
Given where we are in this current business cycle, now 8 ½ years into a monumental bull-market run, investors are left asking themselves “how much longer can this rally continue?”...
5th Annual Heroes of Hospice Luncheon
Mission Wealth was in attendance at the 5th annual Heroes of Hospice Luncheon. The event recognized exceptional community volunteers that have demonstrated strong support of the Hospice of Santa Barbara’s...
Spotlight on the Team: Rick Gonzalez
This month’s Spotlight on the Team interview is with our client advisor, Rick Gonzalez, who is based out of our Los Angeles location. At Mission Wealth, Rick develops investment, estate,...
Top 10 Tips to Avoid Identity Theft
In light of the recent Equifax security breach, our clients are even more aware of the risks to their credit, liquid assets, and their identity. Many clients have reached out...
Supporting a Greener Santa Barbara at CEC’s Green Gala
Over the weekend, the Mission Wealth team was in attendance at the Community Environmental Council’s Green Gala. Mission Wealth was a sponsor of the annual gala, hosted at the Lark...
Looking Back at a Fun Summer
Mission Wealth is welcoming fall with open arms. In celebration of this new season, we want to share some of our summer highlights with you. We traveled with family and...
Meaningful and Happy Work: Lessons for Different Generations of CEOs
An Interview by Seth Streeter, the Founder and CEO of Mission Wealth, with Jody B. Miller, the CEO of C2C Executive Search & Strategic Management and a Bestselling Author...
Equifax Data Breach Update
A data breach at Equifax has exposed the sensitive data of as many as 143 million people. Hackers may have accessed information including full names, Social Security numbers, addresses, birthdates...
Spotlight on the Team: Kieran Osborne
The Spotlight on the Team interview for September 2017 is with Kieran Osborne, who is moving from his role as Senior Portfolio Manager to become Chief Investment Officer at Mission...
Helping Victims of Hurricane Harvey
As of August 30, an estimated 30,000 to 40,000 homes had been destroyed and more than 3,000 water rescues had been reported in the Houston area as the aftermath of...
Honoring Those Who Work to Remove Hunger from Santa Barbara County
Seth Streeter and Dannell Stuart recently attended a reception hosted by the Food Bank of Santa Barbara County in honor of Jeff Bridges. Jeff was recognized for the important work...
How to Reduce Your Cybersecurity Risk in 2018
Dannell Stuart recently attended a very informative seminar on personal cybersecurity. The knowledgeable speaker, who has a background both with the FBI and with a large financial institution, addressed several...
Spotlight on the Team: Matthew Adams
This month’s Spotlight on the Team interview is with our Chief Investment Officer Matthew Adams, who has been recently named President of the firm.
3 Secrets of Inspired Leadership and Real Success
By Seth Streeter MS, CFP®, CEA®, CDFA™ Founder and CEO “In the heart of man there lies a question that holds the key to true success for himself and...
Got Financial Game? Financial Planning Strategies for Professional Athletes
By Seth Streeter, MS, CFP® Founder and CEO Fame, big-money contracts, lucrative endorsements and lavish lifestyles are often associated with professional athletes. Unfortunately, so are many stories of...
What Should I Have Done with My Money by 40?
By Jenna Rogers, MS, CFP® Client Advisor Are you staying up at night wondering if you will ever be able to retire? Worried that you are not as...
Conscious Wealth: The Art of Blending Purpose with Prosperity
Conscious Lifestyle Magazine’s Justin Faerman and Meghan McDonald recently sat down with Mission Wealth CEO and founder Seth Streeter for an in-depth interview exploring the art of blending purpose...
The Single Parent’s Guide to Financial Planning
Being a single parent means that you are now the head of your household, which can be a lot for anyone to take on. It can be even harder when...
Spotlight on the Team: Steve Caltagirone
In his time with Mission Wealth, Client Advisor Steve Caltagirone has been instrumental in growing our business in the Northern California and Pacific Northwest regions. In this interview from 2017,...
How Diversification Reduces Risk
Diversification is an important technique for reducing risk in your investments. You have surely heard the phrase “Don’t put all of your eggs in one basket.” In the financial world,...
Making Your Health Your Wealth in 2018
As a holistic wealth advisor, I am committed to helping my clients achieve true abundance in their lives across multiple dimensions. Physical health is a critical foundation of wealth, and...
‘Eat Pray Love’ Author Speaks at Granada
On Saturday, May 6, Mission Wealth CEO Seth Streeter and his guest Lisbeth Beise enjoyed attending both the UCSB Arts & Lectures event “Elizabeth Gilbert: In Conversation with Pico Iyer”...
10 Steps to Successful Retirement Planning
We’ve outlined 10 steps that will help you wrap your mind around the planning necessary to enter and navigate retirement successfully.
Recognizing the Spirit of Entrepreneurship in Women
Mission Wealth was proud to sponsor the Spirit of Entrepreneurship Awards this past Friday, May 5 at the Coral Casino in Santa Barbara, CA. Dannell Stuart attended along with...
Don’t Time the Markets Based on Fear and Greed
By Long Tran Client Advisor Market timing is the act of moving in and out of the market or switching between asset classes using predictions based on technical...
Spotlight on the Team: Julianna Rote
Julianna Rote is a Client Advisor at Mission Wealth. She is an Accredited Asset Management Specialist® and an Accredited Wealth Management Advisor®.
The New Way to Leave a Lasting Legacy
Many families today are looking for planning and legacy tools to supplement their traditional estate planning documents. Beyond making sure taxes are paid and distributions transfer smoothly, families care...
A Parent-Student Contract: Monitoring Your Kids in College
Your child has been accepted to college, and while they have the best intentions of doing well in school, sometimes the adjustment to being on their own doesn’t translate into...
The Great Shift for CEOs — From Struggle to Awakening
By Seth Streeter, MS, CFP® CEO and Founder of Mission Wealth As a leader, in both business and community circles, I’ve enjoyed getting to know other leaders on an...
Mission Wealth is Growing!
Through our recent expansion, staff growth and website overhaul, Mission Wealth has increased and enhanced our presence in the Western United States in order to strengthen our connection with our...
Success: Your Financial Transformation
By Seth Streeter, MS, CFP® Founder and CEO How do YOU define success? Many people believe that the best measure of whether they have “arrived” in life is...
Politics and Market Perspectives
Many of the issues that Mr. Trump emphasized—trade and immigration, for example—are in areas in which the president has more unilateral discretion.
5 Smart Ways to Use an Unexpected Windfall
If you’ve received an unexpected wealth windfall, inheritance or have gained a large amount of wealth in a shorter than average time, an experienced financial advisor can work with...
It Happened to Me: Identity Theft
As a financial planning advisor, I have always recommended to my clients that they pull their credit reports annually to ensure that their credit is clear, that no records are...
Build Your Intentional Retirement Strategy
Author: Seth Streeter, MS, CFP® CEO at Mission Wealth Retirement decisions today are far from a straight line equation. There are many factors that need to be considered as you direct...
Charities and IRAs: Your Questions Answered
Can I make charitable contributions from my IRA? Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans...
Your Most Valuable Asset
By Brad Stark, MS, CFP® Co-Founder and Chief Compliance Officer Your most valuable asset is not a material object or an investment, it is you. It is your ability...
