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Investing insights & market education

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

Recent articles

JPST vs NEAR vs ICSH vs ULST - Best ultrashort bond ETF for low-volatility yield
SHY vs SCHO vs VGSH - Best short-term Treasury ETF for rising-rate resilience
GDX vs GDXJ vs RING vs SGDM - Best gold-miner ETF for total return
PPLT vs PLTM vs PALL - Best platinum/palladium ETF for long-term holding
SGOV vs BIL vs SHV vs TFLO - Best T-bill ETF for cash parking in a taxable account
SCHD/VYM/DGRO head-to-head: dividend yields, 5/10-year dividend growth, fees, and top-10 overlap.
XLV vs my other healthcare funds: compare expense ratios, historical volatility, tracking difference, and overlap.
XLV’s performance vs other healthcare ETFs in my portfolio over 1/3/5 years with after-fee returns
Health Care sector: which stocks/ETFs add diversification without duplicating my existing exposure?
META in my portfolio: what is its current performance, thesis, and risk relative to my other tech holdings?
XLV vs other healthcare ETFs I already own: 1/3/5-year total return, sector/holding overlap, and fees - should I consolidate?
ET (Energy Transfer): what should I evaluate before increasing my position (yield stability, K-1 tax, leverage, commodity exposure)?
For a Vanguard brokerage, GLD vs IAU 5-year total return and tracking difference (include expense ratio effect and premium/discount history).
PMNT at a loss: what factors should I weigh before selling now vs holding for a recovery?
Which of IBIT vs CQQQ is available commission-free at Fidelity, and what are the 5-year total return and risk stats?
In a Schwab traditional IRA, how do JEPI vs SCHD compare on 5-year total return and volatility, assuming quarterly reinvestment?
VPU vs XLU (utilities): 5-year total return, dividend yield/growth, sector tilt differences.
JEPI vs SCHD: 5-year total return, income stability, dividend growth, options overlay trade-offs.
QQQM vs VGT: 5-year total return, sector concentration, top-10 weight drift, valuation metrics snapshot.
SPYI vs DIVO (income focus): 5-year total return, distribution yield path, upside/downside capture.
BND vs AGG: 5-year total return, duration/credit profile, drawdowns during rate spikes.
VOO vs FXAIX (in a Fidelity taxable): 1/3/5/10-year total return, dividend growth, realized capital gains considerations.
VXUS vs VEA+VWO: 5-year total return and overlap analysis (country/sector/holding overlap).
I have $100 to invest - how would I mirror a “Congress trading” strategy mechanically (tickers, frequency, guardrails)?

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