Title

"A 'Valuation' Trap" - It's a classic mistake - Using the past to value the future. Valuations have been all over the map during 2008 and 2009. A one-sided traditional valuation method can lead you to miss some tremendous investment opportunities.

"Best Practices concerning Roth IRA Rollovers" - What are a few of the things that you can do to make your Roth Rollover even more successful? We provide comments concerning some tips and strategies that can improve the proper care and feeding of your newly-converted Roth IRA. This is a big decision for many people, and getting it right the first time is the only way to go.

"'Average' is Good Again" - Just imagine if 'average' returns were to come back into vogue for market investors. You would see lower volatility, more consistent returns from asset classes, and happier investors. The shortened 'boom to bust' cycles aren't necessarily the norm, and we don't see this ugly cycle repeating every decade ad infinitum.

"Beneficiaries and Taxation" - The assumption is that unless you have millions, your beneficiaries aren't subject to taxation once you pass away. This isn't always the case. We present a simple explanation of the 'how's and why's' behind the complicated maze of the taxation of your financial assets once they pass to beneficiaries.

"Did diversification really fail?" - 2008 was a difficult year. With rumors of diversification failing for investors, was this truly the case? It was a difficult year for investors, without much doubt, but diversification did prove useful since it kept you from ultimately piling all your financial assets into the worst performing asset class for 2008.

"Red Sky in the Morning, Investors Take Warning" - With the Madoff situation full front and center, what are the warning signs that investors must be looking for? Old Mission prepares a short list of those items that, when caught, can keep your financial situation from becoming prey to a financial scheme.

"A Valuation Enigma" - Understanding the 'mark to market' accounting principles that may be at the heart of the balance sheet valuation process. With financial companies starving for capital, relaxing the mark to market rules may provide a serious solution to this financial problem.

"Time Horizons" - What is a 'time horizon'? Is it the number of years before you need your money to produce retirement income? Or is it the amount of time you have to utilize your financial assets during your lifetime?

"Panic is the reason corporate bonds are in season!" - Could the corporate bond market be a growth opportunity for investors in 2009 and beyond? Corporate bonds are attractively priced at the moment for opportunistic investors.

"Investment News Interviews Old Mission" - Investment News, an advisory services publication, provides a summary of our discussion concerning investment market expectations for 2009.

"Bonds go boom, yields go bust!" - Government bond prices are at all-time highs, and yields are at all time lows. Why is this the case? It is worth examination.

"Diversification 101" - Portfolio volatility seems to be at an all time high. Are there some basic elements to your portfolio that seem to be missing?

"Why Stocks go Up" - Is it actually possible that stocks can make money over the long-term? With the markets in turmoil, it's certainly been a difficult 10-year period of time for investors.

"Giving the Farm" - Old Mission Investment Company prepares a short summary of philanthropic options for individuals to consider. Writing a check is simple, but what do you do when you would prefer to create a structured giving plan for you and your family?

"Wills and Trusts" - A comprehensive estate plan is important. How do you make sure that your estate planning documents are effective? It goes beyond signing your documents.