New title

  • Mesa Financial Group on Facebook
  • Mesa Financial Group on YouTube
  • Mesa Financial Group on LinkedIn


E+R=O, a Formula for Success

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. “The important thing about an investment philosophy is that you have one you can stick with.” David Booth, DFA Founder and Executive Chairman AN ENDURING INVESTMENT PHILOSOPHY Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly
Read more

2017: Another Bad Year for Expert Predictions

Every year, experts make bold pronouncements about the market and the economy. And every year, most of these predictions are wrong. If you had listened to the experts in 2017, you would have worried about global economic turmoil, a flat-to-disastrous stock market, even the end of the world. Instead, the U.S. economy continued to grow, most international markets were in positive territory, the S&P 500 returned 19% for the year, and the earth is still here. tracks the performance
Read more

The Difference the Right Financial Advisor Makes

Dimensional believes that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination. In 2017, Dimensional conducted an investor feedback survey on behalf of advisors who work with our firm. The findings show that investors place a high value on the sense of security they receive from their financial advisor relationships.

The Perils of Trying to Avoid the Worst Days in the Stock Market

Financial markets ebb and flow, and although it is natural to feel excited when stock markets do well and concerned when stock markets drop, it’s not usually a good idea to let those emotions dictate changes to your portfolio. As you can see below, the third-best one-day return occurred only two days after the worst one-day return (stock market crash of 1987). Most investors who bailed out of the markets in response to the crash would have missed a significant
Read more