We're excited to add chat history to Mezzi AI Chat- now you can easily reference your previous Mezzi AI conversations.
We've enhanced Mezzi AI to provide more comprehensive answers, aiming for complete information in every response.
If you're overweight in tech or real estate, Mezzi AI can help you diversify strategically with answers.
Compare top Wealthfront alternatives for US citizens offering smarter, cost-effective, and customizable wealth management options.
Mezzi AI is the ultimate Kubera alternative, offering smarter tools, AI-driven insights, and affordable pricing for effective wealth management.
Take control of your finances with the ideal alternative to Monarch Money, providing actionable insights and account flexibility.
Find the best Empower Personal Capital alternative for smarter wealth management, tailored to meet diverse financial goals.
Looking to grow your wealth? Try the best wealth management apps of 2024 for smarter financial decisions.
Learn how AI transforms wealth management with essential use cases, from portfolio management to risk assessment, tailored for investors.
Despite managing his own personal investments over 30 years, Tom embarked on a fun experiment, where he decided to build a portfolio from scratch.
Direct indexing involves purchasing individual stocks to replicate a market index's performance.
In this article, we'll compare robo-advisors and financial advisors to help you choose the best option for your financial goals and situation.
In this article, we'll explore the ins and outs of 403(b) rollover rules, helping you make informed decisions about your retirement savings.
This article will explore how IRAs and trusts work together, making you more informed about your retirement savings and estate plan.
We're just getting started with Home, so expect to see more types of updates in the coming days and weeks.
Navigating the stock market can be daunting, but two key indices serve as trusted options: the S&P 500 and the Russell 2000.
Customize the performance chart for your Total Wealth, every Account, and every Tag by setting and saving comparisons to benchmark indices, stocks etc
The Fed is predicted to cut rates next week and of course the Presidential election is less than two months away.
The key areas you and your partner should focus on to align your investment goals and strategies.
For many, restricted stock compensation is a large source of income and could overshadow their cash or salary compensation.
We'll focus on those policies that could most directly impact your portfolio and long-term wealth.
Exchange-traded funds (ETFs) are great for quickly diversifying your portfolio, but owning multiple ETFs can sometimes lead to unintended consequences
Are you making smart choices to grow your wealth over the next 1, 5, 10, or 30 years?
With our newest feature, Exposure X-Ray, you can see your true exposure to the largest companies owned by ETFs.
The key differences between leveraged and traditional ETFs.
We're thrilled to announce bank account connections, making it easier than ever to have a true picture of your cash available to invest.
Trusts can simplify passing assets on to the next generation, regardless of how much wealth you have.
Another great way to build wealth for future generations is having IRA or Roth IRA accounts for minors.
We're thrilled to introduce Stock Search, a powerful new feature designed to save you time and provide instant insights into your investments.
529 plan isn't just about your kids, but has the potential to fuel generational wealth.
A significant portion of wealth is often held in retirement accounts, including Individual Retirement Accounts (IRAs).
You can purchase your employer’s stock at a discount.
The Health Savings Account (HSA) is one of the most advantageous, yet often overlooked, savings and investment accounts available.
Explore ways to optimize your allocation between taxable and tax-advantaged accounts with specific types of investments.
Learn how your 401(k) and investment accounts may be heavily invested in mega-cap tech stocks like NVIDIA, Apple, Microsoft, and more.
What should you evaluate when handing over the reins to your portfolio to an advisor?
For many, a big deterrent to using an advisor is the perceived cost.
A knowledgeable, trustworthy advisor can provide invaluable guidance. However, not all advisors have the same depth of experience.
As you build wealth, you may have considered hiring a financial advisor. Many people don’t know where to start when it comes to choosing one.
Mezzi has made it easy to effectively manage all of your investment accounts and stocks, ETFs, and mutual funds.
Alongside our recent big launches like Account Tags and Performance comparisons, we’ve been rolling out many smaller but mighty updates!
If you have a 401(k), chances are you’ve seen something called a target-date fund. Many 401(k) plans use vague language to describe how they work.
If you’re like me, you wake up, check the markets, then check your own portfolio.
Mezzi has made it easy to effectively manage all of your investment accounts in one place without changing a thing.
There’s a good chance that across your taxable or tax-advantaged accounts like 401(k)s and IRAs, you own dividend-yielding stocks or funds.
Are you considering a 2023 IRA contribution before the April 15, 2024 deadline?
Have you considered withdrawing funds from your 401(k) or IRA for a major purchase or life event? It's tempting, especially when facing the unexpected
401K investments can be incredibly valuable, so dig up all your 401Ks and make sure your funds are invested.
Do you use a robo advisor? Many companies offer robo advisory or automated investing, such as Wealthfront, Betterment, Schwab, Fidelity and more.
Are you riding high after the stock market’s 24% rise in 2023? It’s great to see a $100K portfolio grow to $124K.
Are you investing for your children? If they're young, leveraging compounding market returns can be a powerful way to pass on wealth.
This week, we cover the biggest news in investing – the approval of Bitcoin ETFs by the SEC.
Stocks had a great year in 2023. The S&P 500 was up 24% and the Nasdaq 43%, easily beating their average historical returns.
Does tax-loss harvesting apply to ETFs and mutual funds? Absolutely! This week we walk through how with a personal example.
What types of funds carry higher fees and why? We won’t cover every scenario, but hopefully, this will help you make smarter allocation decisions.
One of the best ways to build wealth and save on taxes is by contributing to a tax-advantaged account. Check key deadlines and contribution limits.
Tax benefits and regulatory requirements will impact your flexibility with your accounts.
Given the high stock market and the desire for extra yield, this week we explore low-risk ways to boost your portfolio's returns.
As you make those big Black Friday purchases, keep in mind you only have 37 days left to save on your taxes.
Ordinary income is the most important source of cash flow for most people. It also serves as the basis for the bulk of taxes we pay.
Managing your own investments isn’t easy. When you're also handling investment portfolios for family members, including your partner and children.
This week, we help you choose between two popular investment vehicles, exchange-traded funds (ETFs) and mutual funds, focusing on the fees charged.
This week we cover how you can use your portfolio to optimize your capital gains and income tax 💼
This week we discuss building a portfolio that meets your goals.
Once you’ve figured out your preferred allocation, it’s time to assess how it’s working.
Earning interest is actually sexy again. With some high yield savings accounts paying over 5% in interest annually, of course it is.
With this new direction, a new newsletter! Each week, we zoom out with investment topics that can help you build wealth faster.
Swimming in investment accounts? Their uniqueness is your advantage, especially when it comes to taxes. ͏
Mezzi just got smarter. We're excited to announce expanded AI capabilities you can't find in any other personal finance app!
Finding specific portfolio information can be time-consuming. Mezzi AI simplifies with powerful search capabilities.
With Mezzi AI, you can get these key metrics for your current holdings in seconds.
Mezzi AI can help you understand your portfolio's performance or future performance in the context of geopolitical and economic events.
Mezzi AI can instantly analyze your portfolio across multiple brokerage accounts.
Staying on top of your various investments can be challenging, but get instant answers to questions with Mezzi AI.
Mezzi AI can not only identify opportunities but provides specific details about which positions could be harvested.
