How to file taxes as a smart investor
Spring is right around the corner. In no time, baseball will be back, the sun will be shining, and it will be tax season. Well,…
Socially responsible investing: How to build a portfolio that matches your values
Do you buy organic food? Do you shop fair trade? SRI investing can be adapted to many value systems; read on to see how you can adjust your investments to align with your values.
10 signs it’s time to switch brokerage firms
Switching to a new online broker can save you a significant amount of time and money. But it’s never easy to end a relationship. You…
7 things to consider when your brokerage gets acquired (or shuts down)
With several announcements of brokerage acquisitions this year, money is moving between brokerages at a rapid pace.
5 ways you can intentionally apply systems to your investment strategy
Recent research shows that only 8% of people who set goals achieve them. We already know we cannot rely on motivation to achieve our goals….
Why investors need to K.I.S.S more
For those who want to fly high, fast and far as investors, it’s hard to imagine a better inspiration than Kelly Johnson. He produced the…
The 3 Ps of investing: purpose, plan, and patience
So why do we invest anyway? Now there’s an obvious question, right? It’s right up there with “Why do we go on diets?” But try…
Should you roll your 401(k) into an IRA?
So you changed your job, and now you have to get used to a whole new routine and take care of some adjustments. One adjustment…
Considering alternatives to Motif Investing?
If you’re a Motif user and you’re taking this moment to consider alternatives, we’d love it if you’d consider M1 for 3 main reasons.
