New title

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


5 High-Net Worth Estate Planning Myths and Misconceptions

Key Takeaways As net worth grows, so can estate planning complexity for high-net worth individuals and families. This complexity can lead to common myths and misconceptions, which can cause costly delays, higher taxes, and in some cases, family strife. Identifying misconceptions early and taking appropriate actions to adjust an estate plan can help provide peace of mind and a sustainable legacy. Overview Revocable, portability, grantor, trustee, per capita, non-designated eligible beneficiary, GST, GRAT, IDGT, ILIT, and more. These are just
Read more

Does Higher Inflation Hurt Stock Market Performance?

Investors may wonder whether stock returns will suffer if inflation keeps rising. But a look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns. While 2022 saw high inflation and poor stock returns, there have been other periods with high inflation and strong stock market performance. Twenty-two of the past 30 years saw positive stock returns even after adjusting for the impact of inflation.
Read more