Financial Education Articles

Learn more about investing and finance from hundreds of financial education articles, IRA articles and retirement articles

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For financial education, M1 offers hundreds of IRA articles, finance articles, retirement articles and investing articles.

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Finance Articles

M1 provides simple and easy to understand definitions of the most important financial terms.  You can also see more financial articles on our other educational articles pages.  The financial glossary includes dozens of common financial concepts and phrases designed to help make you a better investor. Learn more about 401ks, 529 plans, FINRA, SIPC, dividends, mutual funds, a line of credit, investment planning, retirement strategies and AMT, among many other areas.

What is beta?

What is a mutual fund?

Emergency funds

Taxes on dividends, dividend taxes

Unsecured credit

Finance glossary

What is the FDIC

Understanding a margin loan and how it works

Building Wealth: Great Financial Habits to Become Wealthy

Return on Investment and ROI

What Is a Trust?

Setting up a trust: Everything you need to know

The definition of wealth

What is a family trust?

What is an investment? Everything you need to know

Asset protection: Protect your assets with an asset protection trust

The importance of a trust for estate planning

Trust funds: Everything you need to know

Learn from Warren Buffet quotes and other famous investment quotes

Finding a new broker

Understanding micro-investments and how they can benefit you

Contrarian investing and what it is

Free guide: Investing in your 20s, 30s, 40s, 50s and 60s

IRA Articles and Retirement Articles

Learn more about Individual Retirements Accounts and help plan your retirement.  IRA rollovers are easy with M1 Finance and can be done quickly at no cost. Learn about traditional IRAs, Roth IRAs, IRA rollovers, SIMPLE IRAs and SEP IRAs.  Many IRA areas are explained including inherited IRAs, differences between 401ks and IRAs, IRA penalties and early distributions.

What’s a Roth IRA?

What is a rollover IRA?

Understanding your 403b

Starting an IRA: Open an IRA today

How to roll over a 403(b) to an IRA

Maximum IRA contribution

Backdoor Roth IRAs

Investing, Apps and Financial Web Sites

M1 offers one of the top investment apps and robo-advisor platforms. We also offer a large number of financial investing articles where you can learn more about the best personal finance sites, reviews of money blogs, the best investing books and more investing books.

Top investment apps

Best financial websites

How mobile trading apps can benefit you

The capital asset pricing model (CAPM)

Roboadvisor help investing

M1 Finance news and M1 press coverage

What M1 Finance social media and M1 Finance social networks show


The material in these articles is for educational purposes and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by M1 Finance to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by M1 Finance, its officers, employees or agents.

This material may contain ‘forward looking’ information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon the information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.