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…
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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