Financial Resolutions for the New Year

Wizest - Financial Resolution Image

With the end of a difficult year, Americans are now looking forward to their financial futures. According to Bank of America’s survey polled over 2,000 consumers nationwide – saving and retirement planning topped off as two of the most popular financial resolutions for 2023! With sound money management strategies in place, it is possible not […]

Your Guide to Risk Tolerance

Guide to Investment Risk Tolerance Article

How to Determine the Investment Portfolio That Best Fits You The first step in any investor’s journey is identifying what your risk tolerance is when it comes to investments and your money.  Investors are generally grouped into three types of risk categories – high, moderate, or low. These categories help determine how much risk you […]

Five Keys to Planning Your Personal Finances and Making Better Decisions

Five Keys to Planning Personal Finance article

  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 long-term goals, as well as seeking expert advice to guide you along the way. Investing is key to wealth building, however, it is difficult to get started without the […]

Wizest: A Quest to Democratize the Stock Market

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 from complicated processes, disinformation, or even more simply: they find it intimidating. This situation has, for the first time in decades, pushed the number of investors in the stock market […]

What is a SPAC?!

What is SPAC

A Special Purpose Acquisition Company (SPAC) is a company set up by investors (SPAC sponsors) with the sole purpose of raising money through an initial public offering (IPO) to acquire another company. In short, a SPAC has the “special purpose” of solely raising money to “acquire” another company, but does not make any products or […]

An Introduction to Investing Terminology

Introduction to Investing Terminology Article

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 of finance for themselves. Therefore, we’ve compiled this cheat sheet of finance and investing terminology. You may see them appear in the posts and bios of our Wizest experts. (When […]

Our Favorite Podcasts for Learning Finance​

Wizest Favorite Financial Podcasts

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 the landscape on your behalf, choosing our six favorite podcasts, each with a particular goal that our investors tend to have in mind.  Best for Daily News: Wall Street Journal’s What’s […]

A List of Great Investing Books, Organized by Skill Level (Part 1–Learn)​

Wizest Great Investing Books

 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 intimidating just like picking stocks and bonds. Here Wizest has compiled a list of all-time favorites among investing professionals, organized by skill level. (If podcasts are more your thing, no […]