News Items & Announcements
May 26, 2009
May 26th marks 3 years as an independent investment advisory firm. We are proud of what we've created, and have many more years of exciting developments to come. Three candles on the cake for us.
April 15, 2009
Russell Investments provides an update to the Economic Dashboard. This provides an updated glimpse into many of the leading and lagging indicators used in gauging the nation's economic stability.
March 26, 2009
Old Mission Investment Company releases Second Quarter 2009 Newsletter
OLD MISSION Investment Company
Welcome to Old Mission Investment Company. From day one, we decided to create something unique - an investment atmosphere that stands the test of time, and provides clients with conflict-free objectivity. Whether you are a new investor that needs some help, a couple looking to properly fund their retirement, or a grandparent looking to consolidate their assets into a wealth plan, we can certainly help. We provide you with experienced professionals that are genuinely interested in working with you, and not just your money.
We provide financial planning assistance, investment management services, and wealth management solutions for our clients. As a firm founded on the combined resources of multiple professionals, we offer our clients an experience that couples personal relationships with professional expertise. Our firm will review the structure of your personal wealth, analyze estate and financial planning strategies, and will examine investment and tax management opportunities. Our professionals have an average of 18 years of investment-related experience, and we look forward to developing a comprehensive plan that works for you and your unique circumstances.
Markets (login required)
April 15, 2009
Russell Investments provides an update to the Economic Dashboard. This provides an updated glimpse into many of the leading and lagging indicators used in gauging the nation's economic stability.
February 20, 2009
When markets finally turn around, what percentage of the recovery is recouped within certain time periods? In this climate, it's certainly tough to imagine that a 45% return is possible within 12 months of the turn. Fidelity provides this commentary.
February 12, 2009
How does this bear market stack up against those of the past? Fidelity examines past bear markets and provides a simple summary of the performance of bear markets following attaining a market bottom. Recoveries can and do take place - what are the results?
February 12, 2009
Fidelity provides an update to the recent TARP program and Treasury Secretary Timothy Geithner's plan to get TARP funds utilized efficiently.
February 2, 2009
The process of gifting isn't as simple as you would think. Tax considerations are a major discussion when gifting is done. As your estate plans are taken into consideration, lifetime gifting can provide useful benefits for you and your beneficiaries.
January 20, 2009
With 2010 approaching, how can all individuals benefit using the Roth IRA as a wealth accumulation and wealth transfer vehicle? This is an in-depth discussion of the Roth IRA conversion process.
Lifestyle and Local Interest
May 19, 2009
Sometimes it's easy to forget that our area has one of the best music venues in the nation. The Interlochen Center for the Arts releases their 2009 season ticket guide. Don't forget to catch the World Youth Symphony Orchestra on Sunday Evenings!
March 1, 2009
Best of the Best! Northwestern Michigan has plenty of great spots to eat. But, taking a cue from those who know, where can you get the best pizza in the north? Take a look.
December 1, 2008
Is there any upside to having to work a little longer? CBS Sunday Morning provides a little bright spot for those people having to postpone retirement a few years.
November 19, 2008
Best eats! A list of some of the best places to eat in the Traverse City area. Lobster cakes, Salmon, Peanut Brittle. Just pick your town.
October 29, 2008
A 'Giving Guide', as published by Traverse Magazine provides a summary of the local non-profit organizations that need our support.
Commentary and Opinion
May 18, 2009
2008 was a difficult year. With rumors of diversification failing for investors, was this truly the case? It was a difficult year for investors, without much doubt, but diversification did prove useful since it kept you from ultimately piling all your financial assets into the worst performing asset class for 2008.
March 12, 2009
With the Madoff situation full front and center, what are the warning signs that investors must be looking for? Old Mission prepares a short list of those items that, when caught, can keep your financial situation from becoming prey to a financial scheme.
March 6, 2009
Understanding the 'mark to market' accounting principles that may be at the heart of the balance sheet valuation process. With financial companies starving for capital, relaxing the mark to market rules may provide a serious solution to this financial problem.
February 2, 2009
What is a 'time horizon'? Is it the number of years before you need your money to produce retirement income? Or is it the amount of time you have to utilize your financial assets during your lifetime?
January 9, 2009
Could the corporate bond market be a growth opportunity for investors in 2009 and beyond? Corporate bonds are attractively priced at the moment for opportunistic investors.