How M1 Clients Use Benchmarking  

Now that performance benchmarking is built into M1, it’s easier than ever to see your portfolio’s performance in context. However, it’s important to make sure you choose benchmarks that accurately…
The 6 principles of value investing

The 6 principles of value investing

Everyone likes a bargain, especially value investors. Value investing is a strategy that involves picking stocks that you believe are trading lower than their value….

So...I bought a bank against a photo of a man's hand using an ATM

So…I bought a bank

Most of our financial institutions are decades, if not centuries old. As with any dated institution, they are bureaucratic, charge unnecessary fees, use obsolete technology,…

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