Mission Trails Financial

11/20/2022

Great documentary about how emotions play into financial decisions.

“Thinking Money” Documentary from FINRA
The Financial Industry Regulatory Authority (FINRA) has produced a film exploring the emerging field of behavioral economics and trends in the population on spending, saving and economic decision-making.
The documentary film, Thinking Money: The Psychology Behind Our Best and Worst Financial Decisions, uses a mix of humor, on-the-street interviews, and provocative insights from innovative thinkers to explore why we spend, why we save (or don't), and how we think about money. The film is produced by the Financial Industry Regulatory Authority (FINRA) Foundation.

An exploration of what behavioral economics reveals about the way we think about money.

11/03/2022

10/24/2022

Calling all Montana Aztecs! Can’t make it to Snapdragon Stadium for the 2022 Homecoming game but still want to cheer on your mighty Aztecs? No problem. Join your fellow Aztecs for a special Homecoming viewing party at The Growler inside Grizzly Lanes in Bigfork, MT on Saturday, Nov. 5. 🏈 This event is free and registration is encouraged: http://ow.ly/HJ0s50Ljm6f (Photo credit: GoAztecs.com)

11/11/2021

Today we honor all those who have served in our armed forces. Thank you for your service. Happy Veterans Day! 🇺🇸(Mission Trails Financial advisor Brigand Kline pictured)

10/19/2021

Happy Birthday Bryan!

09/27/2021

Who needs to check in with us before the end of the year?

With student debt payments resuming, and inflation rising, now's a good time to revise your budget.

09/24/2021

Ever wonder what it's like for the Klines working from home in Montana? You wouldn't expect a whole lot of foot traffic from new clients but today Mama black bear asked for help teaching her cubs how to save up for winter.

09/10/2021

Kids Smart Money Tip- Creating a safety net with insurance can be complicated to explain to kids. Try filling a cookie jar with dollar bills and coins. Next time they lose an umbrella or break a glass, you'll have money set aside to replace it. The pool of money can be a visual for the premiums that we pay ahead of time to cover unexpected expenses later.

08/17/2021

Kids Money Smart Tip No. 3
One way to demonstrate kindness toward others is by donating money to charity using the "give" jar that we set up in Tip No. 1. Help your child choose a charity by asking what they would like to change in the world and finding a charity with a common goal. Consider matching your child's gift dollar for dollar. This has been rewarding for us!

06/17/2021

How did COVID-19 change our saving and spending habits?

COVID-19 led to a tale of two economies: those who were able to save and those who could barely make ends meet.

06/16/2021

A risk to Baby Boomers is looming that has nothing to do with stock prices or interest rates. Check out this article!

Fund sellers including Vanguard and Fidelity, and brokerage firm Schwab, have developed sophisticated systems to watch for some telltale signs.