MissionBridge Wealth

08/31/2026

We know we say there are plenty of ways to give back every time we share upcoming opportunities. But honestly, this September might top the list of any month we've highlighted in the last five years... and that's saying something!

From multiple and events to galas, and community gatherings, you could fill your calendar with opportunities to make a difference while building meaningful connections along the way.

A few upcoming highlights include:

⛳ September 17: Partee for a Purpose - benefiting Stepping Stone Emergency Housing

♠️♥️♦️♣️ September 17: Carsino Night benefiting Cars for Neighbors

🥘 September 24: Hotdish with Heart benefiting Family Promise

Check out these and all upcoming events at www.missionbridgewealth.com/bridgetocommmunity

08/25/2026

Most people think higher interest rates are a problem. Retirees may see them as an opportunity.

While headlines focus on the negatives of higher rates, there's another side to the story.

Higher bond yields can create more income opportunities for retirees and conservative investors than we've seen in much of the past decade.

A recent First Trust commentary highlighted the ongoing rise in long-term Treasury yields. Whether rates move higher or lower from here, the bigger question for investors is:

Is your portfolio positioned to take advantage of today's rate environment?

Markets change. A sound financial plan adapts.
Reach out. We're here to help.

ftportfolios.com

08/20/2026

Does your business have enough cash on hand to handle the unexpected... without letting excess cash sit idle?

Finding the right balance is one of the biggest challenges business owners face. One often-overlooked option is a Securities-Based Line of Credit (SBL), which can provide flexible access to capital when opportunities or challenges arise.

Read our latest article on smart cash planning and discover strategies that can help your business stay prepared and positioned for growth:

missionbridgewealth.com

08/17/2026

Remember when TVs were roughly the size and shape of a cargo shipping container?
This cabinet once housed one of those behemoths. Today, thanks to a full sanding and refinishing job from our own Bednarczyk, CFP® , it's living a completely different life as the coffee station where we gather for a hot cup and good conversation.

Much like this piece of furniture, a financial plan isn't meant to stay frozen in time. Technology changes. Trends shift. Life circumstances evolve. What once fit perfectly may eventually need a refresh.

Just like we traded those giant box TVs for sleek flatscreens, your financial strategy should adapt to the world you're living in now, not the one from 20 years ago.

If you'd like to revisit your plan and make sure it's still serving you well, please reach out anytime.

08/11/2026

Planning for retirement isn't just about having enough money to buy the ice cream cone. It's also about making sure you can easily get to your favorite ice cream shop!

Explore three simple questions can help you think beyond finances and focus on other factors that truly contribute to a high quality of life in retirement.

missionbridgewealth.com

08/05/2026

Did you know that many 401(k)s could soon offer access to investments that were once reserved primarily for institutional investors and high-net-worth individuals?

Recent regulatory changes may allow many investors to access private equity directly within their 401(k) plans.

While this creates new opportunities for diversification and potential growth, private equity investments can also carry higher fees, lower liquidity, and added complexity.

Before you decide if it's right for you, connect with us personally so we can help you know the opportunities and potential risks.

missionbridgewealth.com

07/31/2026

We're grateful to work alongside so many people with truly generous hearts. Every month, we see individuals who give their time, skills, and resources to make a difference far beyond their own needs; often through the incredible work of local charities.

If you're looking for meaningful ways to give back, explore our page. Each month you'll find curated opportunities designed to spark connection, inspire action, and create deep, lasting impact. www.missionbridgewealth.com/bridgetocommunity

Like what you see? Click the link and subscribe to a monthly email highlighting these opportunities.

07/30/2026

If you're involved with an emerging business, you may spend a lot of time thinking about how to grow value.

Far fewer people spend time thinking about how they'll eventually keep that value.

QSBS is one of those rules that can have little impact on day one and enormous impact on exit day.

That's why it's worth understanding before you need it.

missionbridgewealth.com

07/29/2026

Are you, or someone you know, the type of person who will drive a little farther to save a little at the pump?

Honestly, there's nothing wrong with that. Financial success rarely comes from one big decision. It's usually the result of lots of small, intentional choices.

Saving 5¢ per gallon on gas is a great example. For the average driver, that can add up to about $27 per year.
But it also raises a bigger question: Where else might small adjustments create an even greater impact?

For example, someone with $5,000 sitting in a low-interest savings account might earn only a few dollars a year in interest. Moving that same cash to a higher-yield money market account could potentially generate nearly $200 more per year, without taking on additional market risk.

The lesson isn't to stop looking for small wins.
It's to make sure you're also looking for the bigger opportunities.

Reach out and we can explore simple, incremental, steps to keep your dollars working toward your most significant goals. www.missionbridgewealth.com/connect-to-get-started

07/27/2026

The AI rally leads many investors to question if we are reliving the dot-com bubble of the late ‘90s. Raymond James Chief Investment Officer Larry Adam explains why today's market backdrop tells a different story:

raymondjames.com