Introducing Time-Weighted Rate of Return on M1
Evaluate performance like a pro. It’s finally here! Time-Weighted Rate of Return (TWRR) is now available to help you better understand the performance of your Pies on M1. Clients have…
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…
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.
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.
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…
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….
What do presidential elections mean for your portfolio?
The 2020 US presidential election is here and Wall Street is not shying away from commentary. For weeks, investors have been bombarded with predictions, surveys,…
Long-term investors focus on their current strategies as the 2020 presidential election approaches
The presidential election is weeks away. On a financial and psychological level, elections influence our thinking, mindset, habits, and strategy. It’s not just the…
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…
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…
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…
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….
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:
