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…
Build(ings) for the long term

Build(ings) for the long term

Publicly traded real estate investment trusts (REITs) are companies that hold portfolios of various types of real estate. And just like traditional real estate investing,…

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