MissionBridge Wealth

07/22/2026

Trump Accounts are one of the most talked-about new planning opportunities for families.

Hear from our own Daren Halvorson, CFP® and Matt Bosway as they discuss:
✅ Why some parents and grandparents are exploring Trump Accounts
✅ How they can complement existing investment and savings strategies
✅ Their personal experience opening accounts for their own children

Watch a preview excerpt below and then continue the conversation with the full 10 minute conversation:
🎥 https://youtu.be/KRgOvYuB6N0

07/16/2026

Not every tool is right for every job. Why should an investment strategy be any different?

We believe personalized planning matters, and that starts with getting to know you. While we pride ourselves on building authentic relationships and understanding what matters most to our clients, we're also continually researching and evaluating new investment solutions that may make sense for unique situations.

Strategies like direct indexing, highlighted in the article below, are a great example. We carefully vet investment options and conduct thorough due diligence to help ensure our recommendations align with your goals, tax considerations, and priorities.

Because a well-built financial plan shouldn't be one-size-fits-all. It should be built around you.
https://missionbridgewealth.com/insights/direct-indexing-an-innovative-and-customizable-capital-markets-strategy

07/14/2026

Trump Accounts are one of the most talked-about new planning opportunities for families.

Hear from our own Daren Halvorson, CFP® and Matt Bosway as they discuss:
✅ Why some parents and grandparents are exploring Trump Accounts
✅ How they can complement existing investment and savings strategies
✅ Their personal experience opening accounts for their own children
Watch a preview excerpt below and then continue the conversation with the full 10 minute conversation:
🎥 https://youtu.be/KRgOvYuB6N0

07/13/2026

When it comes to your business, are you more of a Billy Joel or Fleetwood Mac?

There's nothing wrong with being a one-person show. In fact, if you're a solo business owner, you may have access to retirement planning opportunities that larger businesses don't.

An Owner-Only 401(k) could help you save more for retirement while potentially reducing your current tax bill.

Hit the link to see if this strategy deserves a spot on your playlist: https://missionbridgewealth.com/insights/is-your-business-a-solo-show-learn-about-owner-only-401k-plans

07/10/2026

As you're sipping your morning coffee, you may be mulling over some big questions: What's for dinner tonight? How much do I need to get done before the weekend? Or maybe even, how did the S&P 500 perform so well in Q2 after posting a -4.3% return in Q1?

If it's the latter, you're in luck. Our friends at First Trust just released a commentary on that very topic. Take a look for insights into what drove the market's strong rebound and the themes that may continue to shape performance moving forward.

amazonaws.com

07/08/2026

If you've built wealth over the years, you've likely discovered that money alone doesn't create fulfillment. The real value comes from using your wealth as a tool to support what matters most.

For many of the individuals and families we serve, helping others is an important part of that journey. That's why each month we highlight local charitable events and volunteer opportunities through our page.

This July, cast your line and explore opportunities that may tug at your heart. Visit:
www.missionbridgewealth.com/bridgetocommunity

07/03/2026

250 years in the making. Wishing you a happy and memorable Fourth of July.

Our office is closed July 3rd in honor the holiday.

06/30/2026

Some people just have a way about them. You meet them and think, no one can be this enjoyable to talk to all the time, right? Then you get to know Matt Bosway and realize he really does bring that to just about every interaction.

Whether it's on a call, in a conference room, or grabbing a drink, Matt takes helping others seriously, but never takes himself too seriously. And it shows in the way people keep coming back to him, leaning on him for perspective, and picking up the phone when they need someone they can count on.

Matt's not one to make a big deal out of himself, but around here, we think he's worth celebrating. He prides himself on a good sense of humor and brings it to the office regularly, so this week, we're returning the favor.

As a birthday surprise, we set up a special MATT BOSWAY BIRTHDAY HOTLINE; a voicemail box, for this week only, dedicated to filling Matt's week with a few laughs!

Give it a call and leave your best joke, or even just some kind words.
📞 (763) 273 8655

(No one will pick up...it goes straight to voicemail, but Matt will hear every message.)

06/24/2026

When your goals are meaningful, every step forward matters more.

So why not make your next round count for something bigger?

⛳ Join a charity tournament and this summer. https://missionbridgewealth.com/bridgetocommunity/category/golf-on-mission

06/22/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

Take a look at this Thrive Guide, from our friends at Raymond James, for a list of ideas and unique resources.

raymondjames.com