Blog
The Wizest blog is a resource for investors of all levels, from beginners to experienced traders. On our blog, you can find articles and posts about investing, the stock market, and personal finance. Our goal is to provide valuable information and insights that can help you make the most of your investments and achieve your financial goals.
Our blog covers a wide range of topics, including investment strategies, market trends, and personal finance tips. We also feature interviews with successful investors and advisers, giving you the opportunity to learn from their experiences and insights.
Whether you’re just starting out in the stock market or you’re an experienced trader, our blog has something for everyone. We invite you to explore our articles and posts, and learn more about investing and achieving your financial goals.
An Introduction to Dollar-Cost Averaging
Dollar-cost averaging is an investment strategy where a fixed dollar amount of a particular asset is purchased on a regular schedule, regardless of the asset’s price.
Maxed Out Your 401k? What to Do Next.
401k plans allow you to defer taxes on both the money put into the plan and any gains made from it. But what do you do when you max it out?
How to Survive a Bear Market
There are lots of ways for investors to navigate a bear market in their favor, and there’s no better time to buy in than when prices are low.
Paying Off Debt: The First Step to Financial Freedom
Navigating the world of finance can be overwhelming. Creating a budget and paying off debt is the first step to a healthy financial future.
Growth Investing – A Dynamic Strategy for the Stock Market
The fundamental concept of growth investing is finding companies that will to increase in value, providing significant returns for the investors.
An Introduction to S&P 500 (Standard & Poor’s 500)
Take a deep dive into the strategy of investing in the S&P 500. Explore the basics and the reasons to invest in this index.
The State of Interest Rates in the United States: Implications for Investors
Interest rates play an integral role in the financial sphere, so it’s essential for investors to understand the implications of high rates and rate hikes.
An Introduction to Automated Investment Accounts: Risks, Rewards, and the Rise of Robo-Advisors
Creating Automated Investment Accounts, the core portfolios they utilize, account minimums, management fees, tax-loss harvesting, mutual funds, diversification, and everything you need to know about robo-advisors.
The Power of Socially Responsible Investing
Socially Responsible Investing is a strategy that prioritizes not only the potential for financial return but also the social and environmental impact of the investment.
Mastering the Basics: Essential Investing Concepts Every Millennial Should Know
For young people, carving a secure financial future is daunting, especially when faced with economic uncertainties. However, investing can be a game-changer.
A Beginner’s Guide to Futures Trading: Strategies & Secrets
Futures trading gives investors access to various markets with just one contract instead of multiple individual trades, making it easier to manage their risk.
401k vs IRAs: Choosing the Right Savings Option
401k vs IRAs – Putting money in a savings account is great, but there are more efficient ways to reach your goals before that money becomes taxable income.
The Debt Ceiling and How it Affects Individuals
A look at the function the debt ceiling serves in our economy, how it affects individuals, and how we can all prepare for the future
Algorithmic Trading: A Guide for New Investors
Algorithmic trading is a way to automate some of your trading strategy. Utilizing algorithms and mathematical models, market opportunities can be identified.
Investing in Commodities: Their Role in a Beginner’s Investment Portfolio
Investing in commodities can be a great way to diversify your stock market portfolio and take advantage of the potential for higher returns.
Copy Trading: Pros, Cons, and How to Get Started
Copy trading is a form of stock market trading where investors follow and replicate the trades of other successful traders, reducing some time and effort.
Momentum Investing: A Good Starting Point for Beginners
Momentum investing is a trading strategy that capitalizes on attractive price movements in the market – a great place to start for novice investors.
A Comprehensive Guide to Diversification and Risk Tolerance
Diversification and risk tolerance are crucial in deciding on a personal investing strategy that you can engage with and enjoy.
Investing for Beginners: The Hands-Off Approach
An introduction to some of the more hands-off options for investors. Index Funds, Mutual Funds, and Exchange-Traded Funds are common ways new investors begin their financial journey.
Investing for Beginners: Value Investing 101
Value Investing involves picking stocks you feel are priced below their “real” value and sticking with them, focusing on long-term growth.
Investing for Beginners Minimizing Losses + Maximizing Returns with a Long-Term Approach.
Investing for beginners can be daunting but there are a few simple techniques that can help minimize losses and maximize returns.
How to Build an Investment Portfolio For You
One of the biggest (and costliest) mistakes investors or potential investors make is basing their investment portfolio strategy solely on the overall stock market performance. But those who are new to investing in the stock market or restructuring an existing portfolio should be looking at other factors that are more unique to their situation.
Retirement Planning: Your New Roadmap
Have you started thinking about retirement planning? Only half of Americans have even calculated how much they’ll need to save to retire comfortably.
All the Major Asset Classes: Explained
The first step to investing is understanding the major asset classes, which are used to categorize financial investments based on shared characteristics.
What Happened with Silicon Valley Bank?
For the last week, all eyes in the financial sector have been on Silicon Valley Bank. You’ve probably seen it in the news and on Twitter, but bank runs can be hard to grasp unless you’re a finance expert.
Tax Tips to Help You Save Money in 2023
Paying the tax man is one of those things we can count on year after year. With the expansion of the IRS, it’s important for taxpayers to get accurate information about filing their 2022 tax returns.
Technology Has Made Investing Accessible to Everyone
From dedicated financial technologies, known as FinTech, to the sharing of information in real-time, technology has made investing accessible to everyone.
Financial Resolutions for the New Year
Ready to make a fresh start? Taking matters into your own hands is step number one – so get started today on setting financial resolutions for your future?
Your Guide to Risk Tolerance
The first step in any investor’s journey is identifying what your risk tolerance is when it comes to investments and your money.
Five Keys to Planning Your Personal Finances and Making Better Decisions
In times of uncertainty such as these, it is essential to make informed and responsible decisions about your finances, which requires setting specific short- and
Wizest: A Quest to Democratize the Stock Market
Many Americans do not access investment opportunities in the stock market due to the barriers that the system has imposed in their path, which range
What is a SPAC?
A SPAC is a company set up by investors with the sole purpose of raising money through an initial public offering (IPO) to acquire another company.
An Introduction to Investing Terminology
Wizest was built to empower anyone to invest like a financial expert–through financial experts! Nevertheless, many of our users want to learn about the world
Our Favorite Podcasts for Learning Finance
Swamped by the ever-growing list of new podcasts? How do you know what you’ll get searching “money,” “finance,” or, “investing,” on Spotify? Wizest has surveyed
A List of Great Investing Books, Organized by Skill Level (Part 1–Learn)
Never liked the look of finance textbooks or the business section at Barnes and Noble? Picking the right reads for your investing journey can be
