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…
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Introducing the new M1 look

M1 has a new look: introducing dark mode, improved accessibility, streamlined workflows, and a cleaner interface.

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Changes to M1 Invest: Minimum stock buys

Increasing the minimum buys will reduce costs for you and for us and will enable us to devote more time and resources to improving M1 Invest.

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