Financial Samurai readers get 30% off your first year with code FS30

Investing insights & market education

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

Recent articles

The Boost: Types of investment accounts
I Bonds vs TIPS vs VTIP: Best Inflation Protection for Your Portfolio
What Counts Toward Net Worth and What Doesn't (Common Miscalculations)
How to Read Your Brokerage Statement and Spot Hidden Fees
SPYI vs JEPI vs XYLD: Covered Call ETF Showdown for Monthly Income
Tax-Efficient Withdrawal Order in Retirement: Which Account to Draw First
ARKK vs QQQ vs VGT: Active vs Passive Tech Exposure Compared
How to Do a Roth Conversion Ladder in Early Retirement
Mega Backdoor Roth: Does Your 401k Plan Allow It and How to Check
Should You Pay Off Your Mortgage or Invest the Difference
VEA vs VWO: Developed vs Emerging Markets and How Much of Each
VGSH vs SHY vs SCHO: Best Short-Term Treasury ETF for Safety
The Bogleheads 3-Fund Portfolio: Updated Allocations for 2026
Why Dollar-Cost Averaging Beats Lump Sum Investing (And When It Doesn't)
IBIT vs GBTC vs BITO: Bitcoin ETF Comparison for Long-Term Holders
AVUV vs VBR vs IJS: Best Small-Cap Value ETF for Factor Tilting
How to Consolidate Old 401k Accounts Without Triggering Taxes
Required Minimum Distributions Explained: When They Start and How to Plan
What a $2M Portfolio Should Actually Cost You in Fees Per Year
COWZ vs SCHD vs VTV: Best Value ETF for Dividend Investors
Net Unrealized Appreciation: The 401k Tax Strategy Most People Miss
How to Build a 3-Fund Portfolio Across Multiple Accounts
7 Signs You've Outgrown Your Robo-Advisor
VCIT vs LQD vs IGIB: Comparing Corporate Bond ETF for Yield Seekers

Subscribe to The Boost, our weekly dose of investing insight and education.

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.