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.
Keep readingInvesting insights & market education
In-depth articles, explainers, and perspectives on investing, markets, and long-term financial decisions.
February 12, 2026
What you need to know
A popular misconception is that financial advisors should be investment experts and should be able to beat market returns. In reality, investment management is just a small portion of what many advisors handle. In fact, the average advisor spends only three hours per year per client on investment management, typically relying on rebalancing software or outsourcing investment management.
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October 1, 2025
Which high-dividend stocks or funds could boost my annual dividend income?
Explore reliable high-dividend stocks, ETFs, and AI tools to boost your annual income while managing risks effectively.
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February 28, 2025
Top 5 wealth management apps for individual investors in 2025
Looking to grow your wealth? Try the best wealth management apps of 2025 for smarter financial decisions.
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November 4, 2024
The Boost: How many ETFs should you own?
Exchange-traded funds (ETFs) are great for quickly diversifying your portfolio, but owning multiple ETFs can sometimes lead to unintended consequences
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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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To Mezzi, you are the only client.
You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.
