The Mission Wealth

Insights Blog:

Take a look at our articles related to investments.



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...

The Uncommon Average

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

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...

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...

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...

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.

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...

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?”...

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,...