MISSION WEALTH

Did Social Security taxes actually go away in 2025? Not quite. In this breakdown, Partner & Senior Wealth Advisor Donnie Roberts explains what the new $6,000 senior deduction really means and how retirees can take advantage of it. missionwealth.com/2025-tax-break…

How can RIAs reduce admin burden and elevate client experience? Sara Clark of @MissionWealth shares how automation, AI tools and workflows are freeing advisors to focus on clients. Read more: spr.ly/6014B69B3r #RIA #WealthManagement #AdvisorTech

Smart tax planning isn’t just about knowledge, it’s about follow-through. Behavioral biases like present bias and choice overload can quietly cost investors thousands in missed opportunities. Learn how to build a more effective tax strategy: missionwealth.com/why-people-del…

Should You Move to a Retirement Community? 3 Behavioral Biases That Affect the Decision missionwealth.com/moving-to-a-re…

The S&P 500 is clinging to an unremarkable yearly gain. But at the single-stock level, swings have been violent. on.wsj.com/4skiqfm

The S&P 500 has been relatively steady this year, but dispersion across the market has picked up. In @WSJ, CIO Kieran Osborne said businesses that may benefit significantly from AI adoption “have been lumped in with everybody else.” 🔗wsj.com/finance/stocks…

Mission Wealth is redefining wealth management growth. From intentional advisor structures to integrated expertise and long-term planning, our approach prioritizes meaningful client relationships, strategic stability, and lasting value.missionwealth.com/redefining-sca…

Deals & Moves 🤝 Bahnsen Opens Silicon Valley Office; Savvy Lures $300M RIA + Mission Wealth acquires a retirement planning-focused RIA, Carson fully acquires another wealth partner firm and advisors launch a $232M firm on Osaic’s independent channel. spr.ly/6015hpP0c

Tax season is open, and the rules have changed. New deductions, expanded credits, and IRS delays are shaping the 2026 filing season. Read the full breakdown from Tax Associate Richard Mubanga: missionwealth.com/2026-tax-filin…

CIO Kieran Osborne told @ThisisVanjani at @barronsonline that he expects #Treasuries to remain range-bound and doesn’t see a dramatic #Fed policy shift anytime soon. 🔗 barrons.com/articles/treas…

How should wealth firms be using AI? CTO Renee Hennessee shared Mission Wealth's approach with @investmentnews. 🔗 investmentnews.com/practice-manag… #AI #WealthManagement

Earlier today, CIO Kieran Osborne spoke with @vivienlouchen at @MarketWatch about what markets were closely watching ahead of the Fed decision. 🔗 marketwatch.com/livecoverage/s… #Fed #Markets #Rates

Behavioral Wealth Specialist Cohen Taylor shared with @investmentnews how to guide clients through pressure and uncertainty, reflecting on lessons from her figure skating career as the Winter Olympics draw near. Read the Q&A: investmentnews.com/practice-manag…

Capital gains planning goes beyond year-end tax moves. Timing, diversification, and strategy matter more than many investors realize. #CapitalGains #WealthAdvisor #TaxPlanning missionwealth.com/managing-capit…

Kieran Osborne of Mission Wealth discusses how continued global trade tensions could impact markets. He shares some areas that could work as part of a diversified strategy with @NPetallides, including real estate and private equity. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

Market volatility is often driven by headlines—but long-term outcomes are driven by discipline. CIO Kieran Osborne explains why diversification and staying invested matter most during uncertain markets. Read more → missionwealth.com/market-update-…

Turning 65 in 2026? Medicare planning should start before your birthday to avoid penalties and coverage gaps. Here’s why early planning matters. missionwealth.com/turning-65-in-…

A Few of Our Favorite Mission Wealth Client Stories From 2025 missionwealth.com/mission-wealth…

With everyday costs still elevated, many Americans are taking a more intentional approach to managing their spending and priorities. Joey Khoury, Senior Wealth Advisor & Director of Behavioral Finance, spoke with @kamaronmcnair in a @CNBCMakeIt story: cnbc.com/2025/12/26/how…

Budgeting is not about perfection. It is about purpose. Mission Wealth's Jared Sweeney was featured in @MarketWatch on how to build a budget that supports your goals. Read the full article👉 marketwatch.com/story/a-budget…