MWRR vs. TWRR: Investment Performance Metrics That Matter

Imagine this: You’ve meticulously built your investment portfolio over years. You’ve been disciplined about your strategy, made regular contributions, and weathered market volatility. But when you sit down to evaluate…
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M1 to the moon: announcing our Series D

Today, I’m proud to announce our $75 million Series D funding round, led by Coatue, one of the world’s largest tech-focused investment firms. This follows…

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URGENT: trading announcement (1/28/21)

UPDATE: trading as of 1/28 at 3 pm ET Our clearing firm, Apex Clearing, has opened up trading on securities impacted earlier today (1/28). All…

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M1 hits $3 billion in client assets

We’re excited to share that we hit $3 billion in client assets, just four months after doubling to $2 billion: “The financial services industry has…

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