News Items & Announcements
November 28, 2011
Russell Investments provides a look at the economic activity for the past few months. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
October 24, 2011
Old Mission Investment Company releases the 2011 autumn client publication.
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)
August 20, 2010
Russell Investments provides an update to the economic climate with August economic data.
February 22, 2010
Russell Investments provides their economic summary for review.
December 9, 2009
With all the talk about our exploding money supply, it's an easy conclusion to assume that inflation is right around the corner. We've experienced a significant growth in money supply, but where did all that cash land? Take a read and find out.
November 20, 2009
Fidelity provides a short insight on the buy and hold investor through the crisis of 2008 and how they may have done compared to those who got out when the crisis started. Fidelity examines the flow of funds to provide a unique look at the timing (or ill-timed) decisions of some investors.
October 27, 2009
Fidelity's Market Research and Education (MARE) releases their third quarter economic commentary and update. For those who love graphs, dig in. Client login is required.
October 22, 2009
JP Morgan provides insight concerning the consumer's role in an economic recovery. Is the consumer the critical element to this recovery? Is it different this time compared to other recessions? They review the 'myth' concerning the level of consumerism needed for a proper economic recovery.
September 8, 2009
David Kelly from JP Morgan provides commentary concerning the US debt levels and future economic activity. This summary provides key insight concerning many of the questions we all have regarding the US dollar, debt, and GDP growth. Login is required.
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 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
April 20, 2010
The Interlochen Arts Center releases their 2010 Summer Performing Arts Schedule. For those who have attended Interlochen for a program or have been on campus for a nice afternoon stroll, you can truly appreciate one of the best venues for local arts and entertainment that the midwest has to offer. Take a look!
January 8, 2010
The Metropolitan Opera lands in Traverse City! The newly renovated State Theatre in downtown Traverse City is now the home to the Met. The Metropolitan Opera simulcasts give you an all access pass to the performances as well as some bonus materials that those attending the live event don't get to see. It's done in high definition, and shouldn't be missed. Give it a try - you might be surprised!
January 2, 2010
Michigan is a great state. Thanks to a client that located this video, you get a chance to relive what Michigan was like in the late 40's through this promotional travel video made featuring Michigan's splendor. We recognize that this isn't investment related, but sometimes it just feels good to relive a better time in Michigan's history.
September 22, 2009
The Dennos Museum releases their upcoming performing arts calendar. The Dennos has been host to many of the areas great performing artists!
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.
Commentary and Opinion
November 28, 2011
Russell Investments provides a look at the economic activity for the past few months. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
September 25, 2011
Russell Investments provides a look at the economic activity for the past few months. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
March 9, 2011
JP Morgan provides an excellent summary of the forces of supply and demand as it relates to the oil market. With the economic unrest happening in the middle east, it's not a great time to be a dictator. This summary provides a key summary of the relationship between the price of oil and the potential for inflation.
March 9, 2011
Trusts are a useful part of the financial lives of our clients. How would an individual properly structure a trust in order to provide maximum protection and income during the life of a beneficiary? Trusts are an excellent tool, with many of the benefits overlooked and underestimated in the retirement planning process.
March 2, 2011
Russell Investments provides a look at the economic activity for the past quarter. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
March 1, 2011
Fidelity's Market Analysis Research and Education provides a summary of the geo-political situation in Libya and their opinion on whether or not it is sufficient to derail any economic recovery for our country.
November 4, 2010
The Bush tax cuts are set to expire at the end of 2010. What if they do expire? What are the implications of a pre-2001 tax regime assuming things revert back to the higher tax system? This piece from Russell Investments addresses the probability and result of each possible outcome.
November 2, 2010
Any period of transition is messy. This one is no different as we begin to emerge from a sluggish period of economic growth back to something more sustainable and consistent. Our commentary addresses how we see the fundamentals of our market system as it stands today.
October 30, 2010
Now that the elections are over what are the market implications of a potentially gridlocked Congress? Has it been a good thing, something bad, or a non-event? Fidelity provides a summary of the historical returns of the markets during different Congressional periods.
October 25, 2010
Russell Investments provides a clear look at economic indicators updated through the third quarter. Are things actually improving? This piece looks at all the fundamental aspects of our economy using both lagging and leading economic indicators.
September 14, 2010
Even though the equity investor has been disappointed over the past ten years, does it mean that the next ten will be just as bad? Old Mission Investment Company examines the result of several 'low return' decades for equity investors, with the returns following those periods. The next ten years are more important than the last ten years.
September 10, 2010
The bond market has enjoyed a great three year run. With above average returns for bond investors, and record low interest rates, at what point will things change for the bond investor? Old Mission takes a short look at how the recent history and risk within the bond market can be evaluated.
May 1, 2010
The markets have been on a tear. With high returns from both equities and fixed income, it should lead investors to question when things will temporarily change course. This piece is written just to say 'take a breather' and prepare for short-term corrections to enter the picture during periods of long-term growth.
January 4, 2010
Just imagine if 'average' returns were to come back into vogue for market investors. You would see lower volatility, more consistent returns from asset classes, and happier investors. The shortened 'boom to bust' cycles aren't necessarily the norm, and we don't see this ugly cycle repeating every decade ad infinitum.
September 15, 2009
The assumption is that unless you have millions, your beneficiaries aren't subject to taxation once you pass away. This isn't always the case. We present a simple explanation of the 'how's and why's' behind the complicated maze of the taxation of your financial assets once they pass to beneficiaries.