M1 Blog

Taking Stock

The place to improve your financial well-being. Explore resources for investing, banking, borrowing, and spending like a long-term investor.

Introducing Concentration Analysis: Insights to identify your hidden risks  

Want to know if your investments are concentrated in the areas you want? Or if your portfolio is sufficiently diversified? M1’s newest feature, Concentration Analysis, can help you find the answers. It’s the latest in our expanded Insights tab, designed to empower you to make data-driven investment decisions.  …
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