MissionBridge Wealth

The election is over, so now what? Did you know... According to FirstTrust Economics "Using the S&P 500 Index as a market gauge (since 1949) if you had invested $10,000 only when a Republican was president and went to cash when a Democrat was in office, your $10,000 would have grown to just $83,360 by the end of Q3 2024, a 2.8% annualized gain. Conversely, if you only invested during Democratic presidencies, your $10,000 would have grown to $454,807, a 5.2% annualized gain. However, if you ignored political factors entirely and stayed invested throughout, your $10,000 would be worth an astonishing $3.8 million by the end of Q3 2024! An 8.2% annualized gain." Take a look at some additional historical perspective, and reach out if you'd like to discuss your unique financial situation: https://lnkd.in/gAs83cfu https://lnkd.in/gEDGtsJg

Happy Birthday to our own Daren Halvorson! Daren, we hope your day is filled with joy (and smiles like this from your son) as you are celebrated!

As you're raking your yard, consider a life lesson that exists through the act of a tree losing it's leaves (and we're not talking about "life has different seasons," even though there is truth in that, as well)... By shedding leaves, trees conserve their energy and resources for what's really important (in their case, surviving the winter). As we approach the holiday season, we may be bombarded by messages convincing us of things we need, but just like trees, we may need to let go of certain things to focus on what's really important. If you're goals are "rooted" in showing generosity with your time & resources this holiday season, take a look at the latest #BridgetoCommunity Opportunities for some potential ideas!

Where does inflation "stem" from? Contrary to popular belief, it's more than rising wages, government deficits and rapid economic growth. Take a look at a story about 10 apples (courtesy of First Trust) that helps get to the "core" of the issue. https://lnkd.in/gbMZdfMp

If you never throw a ball down the lane you'll never knock down the pins. Not quite as concise as Wayne Gretzky's "you miss 100% of the shots you don't take" but still the same idea. If you're looking to knock down some pins while also supporting others, consider these upcoming #BridgetoCommunity Events: TONIGHT: Support North Anoka County Emergency Foodshelf (NACE) at Ham Lake Lanes for "Strike Out Hunger 2024" November 15-17: Volunteer at the Special Olympics State Bowling Tournament For more info about these (and more!) upcoming events visit: https://lnkd.in/g4hNkmG2

What does the band Van Halen, the book trilogy “Divergent,” and your 401(k) have in common? They can soon all attribute success to Roths! 🎸 David Lee Roth 📖 Veronica Roth (author) 💰 Employer Matched Roth Contributions and more coming 2025 Connect with our own Daren Halvorson to learn more!

Napoleon Bonaparte once said "'Why' and 'how' are words so important that they cannot be too often used." In follow-up to last week's rate cut commentary video, Nick digs further into the "why." With Napoleon in mind we offer your this "short" video (you have our permission to groan at that one).

"The strongest first nine months ever recorded in a U.S. election year" for the the S&P 500 Index. Take a look at First Trust's "Three on Thursday" for deeper insights into this year's historic performance: https://lnkd.in/gjfeCTyu Connect with us for recommendations for your unique financial situation at https://lnkd.in/gAs83cfu

#BridgetoCommunity Alert! Lots of fun to be had while supporting local causes this week... While we have bright minds on our team to help with your financial planning needs, we want to share our "hearts" by helping bring light to opportunities to make a positive difference in the lives of others. With that said, take your pick THIS THURSDAY OCTOBER 3rd: 💙 Mom's Haven of Hope Gala, Fridley (Attend or join in the virtual silent auction) ❤️ Family Promise's Hotdish with Heart, Ramsey 💚 Coon Rapids Rotary Club's Octoberfest Sampler, Coon Rapids supporting impactful programs at Coon Rapids High School If that's not enough, check out Elevate Hope House's Fall Family Fun Event in Ham Lake this Saturday! For more details on all October events, visit our #BridgetoCommunity page

We are excited to announce the launch of the MissionBridge Wealth YouTube Channel! With so many potential topics to cover (i.e. our favorite flavor of yogurt, keys to imitating our best dance moves, or current economic events related to the markets) it was difficult to determine where to start! We hope you find value in our top choice... Take a look as our own Nick Bednarczyk shares some key insights following the recent Fed rate cuts. Give the video a like if you find value from this conversation. If you have specific topics you'd like to hear about, send us an email at info@missionbridgewealth.com. https://lnkd.in/gmy7RtCA