“Someone’s sitting in the shade today because someone planted a tree a long time ago.

– Warren Buffet

No doubt about it, October was a tough month. The S&P lost 6.8%, marking the worst month in more than seven years (September 2011: -7.0%). It was the worst October overall since the index fell 16.8% in 2008 which signaled the start of the global real estate crisis.

As we always preach, it is important to stay the course and look at the big picture. While you may hear about turmoil due to the midterms or tariffs, we promise to help and guide you as we continually craft and manage your plan and financial future.

Our newsletter echoes and expands on a recent piece of ours, taking financial lessons from football. Additionally, we offer tips on year-end taxes, avoiding identity theft and ensuring a safe shopping experience this holiday season.

As we approach Thanksgiving, we want you to know we’re thankful that you’re part of the Mission Point Family and we’re always here at your service.

Mission Point November Newsletter

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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