Investing insights & market education

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

Recent articles

The Boost: The year I left money on the table
Mezzi July 2026 Update: Financial Profile and Portfolio Views
Neobanks for Wealthy Clients: Mercury, Brex, and JPMorgan Self-Directed
The Boost: Even if you didn't make this bet, you're in it
The Rise of Family Investment Companies (FICs)
Financial Independence for Physicians: High Income, Late Start Strategy
Lifestyle Creep: How High Earners Spend Their Way to Mediocrity
Carbon Credit Investing: KRBN, GRN, and Direct Offset Markets
Collectible Cars as Investments: Ferrari, Porsche, and Classic Appreciation
Private Credit and Direct Lending: Yield, Risk, and Portfolio Fit
Fine Wine and Whiskey Investing: Returns, Storage, and Tax Treatment
Music Royalties and Catalog Investing: Royalty Exchange and ANote
The Step-Up in Basis Strategy: Holding Appreciated Assets Until Death
Estate Tax Portability: Deceased Spousal Unused Exclusion (DSUE)
Life Insurance Trusts (ILITs): Removing Policies from Taxable Estate
Private Family Foundations: Tax Deductions and Philanthropic Control
Dynasty Trusts: Multi-Generational Wealth Transfer in All 50 States
Intentionally Defective Grantor Trusts (IDGTs): Advanced Estate Planning
Spousal Lifetime Access Trusts (SLATs): Gift and Estate Tax Benefits
Concierge Medicine: Costs, Benefits, and Tax Implications
FAANG FIRE: High-Income Tech Worker Early Retirement
Full-Time House Staff: Employment Costs and Tax Considerations
Chubby FIRE: Comfortable Early Retirement Between Lean and Fat
Coast FIRE: Saving Enough to Stop Contributing Early

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.

Join Mezzi Book a call