M1 Advisor: your financial life finally has a CFO
An AI financial advisor built into M1, offered through an SEC-registered investment adviser. Live now for M1 clients, and free through the end of 2027. Today we’re launching M1 Advisor,…
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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…
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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…
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7 steps to include in your year-end financial planning
2020 is almost over, we promise. But between year-end deadlines and contribution limits, there’s still time left to make sure you’re not leaving money on…
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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.
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How to automate your finances with Smart Transfers
In our never-ending quest to help you grow your wealth, we’re excited to tell you about new, smarter automation now available on M1: Smart Transfers.
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How smart investors stay focused on their financial intentions
How do we stay focused? Stop investing emotionally? Tune out media static? We set intentions. While a good starting place, it’s not enough. We need…
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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….
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A smart investor’s guide to systems thinking
Systems thinking champions are everywhere. They include brilliant consultants, TED speakers, AI pioneers, and public policy leaders. And no wonder: Systems thinking is consistent and…
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The 5 steps to smarter financial decisions every investor needs to hear
How do we decide how to decide? It’s a little meta, but the answer is crucial – especially when it comes to our finances. Without…
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Behind our Series C: how a passion for personal finance led to the next-gen fintech platform
We raised our Series C: a $45 million round of funding led by Left Lane Capital. You can read the full press release here if…
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You’re doing it wrong: how to reduce friction in your financial journey
In an earlier post this month, we discussed the value of Tiny Habits, a system for change and growth developed by Stanford University researcher Dr….
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You don’t need motivation to achieve your financial goals
We get it, you’re scratching your head just reading that title. But hear us out: 92% of people fail to achieve their goals, according to…
PLANNING
M1 Budgeting Basics
What you’ll learn:
INVESTING
M1 Intro to Investing Roadmap
What you’ll learn:
