Benchmarks: Why Choosing the Right One Matters

When someone asks, “How’s your portfolio performing?” many investors compare their returns to the S&P 500. It’s a natural instinct – after all, the S&P 500 is widely reported in…
Dart board with dart in bullseye

How to make your financial habits stick

When it comes to investing, our habits decide our destination.  Sure, we may have huge goals for our lives and finances. But having those goals…

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