Your Guide to Risk Tolerance

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

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 support …

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 …

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 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​

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)​

 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 …

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