Benchmarks: Why Choosing the Right One Matters

When someone asks, “How’s your portfolio performing?” many investors compare their returns to the S&P 500. It’s a natural instinct – after all, the S&P 500 is widely reported in…
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Guide to retirement

It’s never too early to plan for retirement. This guide shares explanations, strategies, and inspiration to build a strategy fit for your retirement.

M1 Financial Wellness Guide

M1 Financial Wellness Guide

Investing for the long-term is one of the best ways to improve your financial wellness, build sustainable wealth, and create the future you want. This guide shares the ins and out of investing, building a portfolio, and more.

M1 Budgeting Basics

M1 Budgeting Basics

Whether creating your first budget or looking to refresh your methods, this guide shares strategies for setting and maintaining a budget.

PLANNING

M1 Budgeting Basics

What you’ll learn:
  • A breakdown of budgeting myths
  • Popular budgeting frameworks
  • How to build a personal budget
INVESTING

M1 Intro to Investing Roadmap

What you’ll learn:
  • The foundations of financial wellness
  • What impacts your financial well-being
  • How to create goals and build healthy habits
WELLNESS

M1 Financial Wellness Guide

What you’ll learn:
  • Why and how to start investing
  • The various types of investments
  • How to build a maintain a diverse portfolio