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.

M1 Advisor: your financial life finally has a CFO

October 6, 2026

An AI financial advisor built into M1, offered through an SEC-registered investment adviser. Live now for M1 clients, and free through the end of 2027. Today we’re launching M1 Advisor,…

M1’s approach to beta testing
September 25, 2025September 25, 2025 M1

At M1, we’re committed to building helpful tools for long-term wealth building. A key part of that process is beta testing—and it helps us to…
How M1 Clients Use Benchmarking
August 28, 2025October 13, 2025 M1, Invest

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…
NEW on M1: Custom Performance Benchmarking
August 14, 2025October 13, 2025 M1, Invest

The wait is over… M1 just launched a new, powerful performance benchmarking tool to help you evaluate your investment strategy and build confidence in your…
Introducing Time-Weighted Rate of Return on M1
July 17, 2025July 21, 2025 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…
The Most Common Mistakes in Portfolio Performance Evaluation
July 11, 2025July 21, 2025 M1, Invest

Many investors sabotage their long-term financial goals by falling prey to cognitive biases and technical errors when evaluating their portfolio’s performance. Research shows that the…
Benchmarks: Why Choosing the Right One Matters
June 10, 2025June 10, 2025 Invest

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…
MWRR vs. TWRR: Investment Performance Metrics That Matter
May 30, 2025June 18, 2025 M1

Imagine this: You’ve meticulously built your investment portfolio over years. You’ve been disciplined about your strategy, made regular contributions, and weathered market volatility. But when…
To Robinhood: Welcome to the good fight
March 27, 2025May 15, 2025 M1

Last night, Robinhood announced some new, but familiar looking features. We believe there are trillions of dollars trapped in clunky experiences with firms taking far…
Three of our best promotions ever to kick off your New Year
January 6, 2025May 20, 2025 Earn, Invest, Plan

You know what they say… goals are good. Plans are better. So if you’ve got financial goals for the year, these promotions may help you…
Not only an M1 creator, but a client, too
November 13, 2024February 24, 2026 M1

The minds behind M1 share what makes them loyal clients. The people behind M1 aren’t just committed to making a great product. As clients themselves,…
Renting vs. Buying: Making the Smart Financial Decision
October 15, 2024February 26, 2026 M1

In today’s dynamic real estate market, the age-old question of whether to rent or buy a home continues to perplex many. This decision can have…
The Hidden Costs of Buying a Home
October 4, 2024April 27, 2026 Plan

Purchasing a home is often considered a milestone in one’s financial journey. While the benefits of home ownership are well-known, many first-time buyers are caught…