Investing insights & market education

In-depth articles, explainers, and perspectives on investing, markets, and long-term financial decisions.

October 2, 2026

A 15% edge. With your risk in the equation.

An independent NYU Stern study found a 15% higher historical return-to-risk score for portfolios built from Mezzi's advice.

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October 1, 2025

Dividend Stocks vs. Funds: How to Choose Income Investments

Compare individual dividend stocks, high-dividend ETFs, dividend-growth funds, and other income strategies by payout quality, risk, taxes, and portfolio fit.

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February 28, 2025

5 Wealth Management Apps: Choose Guidance, Tracking, or Managed Investing

Compare Mezzi, Empower, Betterment, Wealthfront, and Monarch by service, cost, control, and implementation. Choose the financial workflow you actually need.

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December 16, 2025

Do I need wealth manager with $1 million net worth

Weigh costs, complexity, and AI alternatives to decide if a wealth manager is right for your $1M net worth.

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August 18, 2025

AI Tools for Optimizing Retirement Savings Rates

Explore how AI tools are transforming retirement savings planning with personalized strategies, tax optimizations, and real-time adjustments.

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September 4, 2025

Roth vs. Traditional IRA: Tax Implications for High Earners

High earners face crucial choices between Roth and Traditional IRAs. Explore tax implications, strategies, and optimal timing for retirement savings.

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Recent articles

Direct Indexing for Equity Diversification
The Boost: Don’t let the tax bill make the decision
How I Mezzi: A screenshot is worth a thousand words
Financial Advice Without Moving Your Investments: What to Ask Before Signing Up
Financial Planning vs Investment Management: Which Service Are You Paying For?
Your Portfolio Review Agenda: 10 Decisions to Bring to Your Financial Advisor
Your Retirement Plan After a Spouse Dies: Recheck Taxes, Income, and Spending
Retiring in Different Years: How Couples Can Model the Transition
How to Plan for a Large One-Time Expense in Retirement
Retirement Plan Sensitivity Test: Which Assumption Changes Your Answer Most?
The Retirement Spending Smile: How to Model Spending That Changes With Age
Paying Roth Conversion Taxes: Cash Savings or Selling Investments?
Roth Conversion or Capital-Gain Realization: Which Uses Your Tax Budget Better?
The Boost: What your CPA may not be telling you
How I Mezzi: My Empower 401(k) was aiming for 65. I wasn't.
How I Mezzi: See what goes out. Know when money comes in.
A 15% edge. With your risk in the equation.
New in Mezzi: Your tax return has more to tell you
Tax-Loss Harvesting With Short-Term and Long-Term Gains: Which Losses Help Most?
Capital Loss Carryforwards: How to Include Old Losses in This Year’s Sell Decisions
Direct Indexing With Stock Restrictions: What Changes When You Exclude Holdings?
Direct Indexing Tracking Error: How Much Index Drift Is Too Much?
Direct Indexing vs ETFs: Compare After-Tax Results, Fees, and Tracking Error
How to Exit a Direct Indexing Portfolio Without Selling Everything at Once

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