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…
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,…
Why Washington and Lincoln deserve to be on our currencyÂ
Being wealthy isn’t a prerequisite to being the president of the United States, but as they say: fortune favors the bold. Presidents George Washington and…
Cupid brings love, money brings stress. But you can combine them harmoniously.
We all know Valentine’s Day (or Singles Awareness Day) is this week, and it can evoke a myriad of emotions ranging from excitement to dread…
Car buyers’ batteries are feeling drained
2023 was the year of resurgence for car manufacturers and the adoption of electric vehicles in the United States. About 15.5 million new vehicles were…
Crypto enthusiasts and investors cheer, government shakes its collective head
Remember the Winklevoss twins? In July 2013, the brothers turned entrepreneurs had a ludicrous idea (at the time) for an ETF where investors can buy…
The drink in your hand isn’t always an easy pour
The morning cup of joe and end-of-day cold beer are simple pleasures for many. I’m an iced latte and IPA kind of guy personally. While…
Consumers are eager to receive equities as gifts, but the process can be tricky
If someone in your life is an educated investor, fanatic of a publicly traded company or even brand new to the idea of investing — they could really appreciate the gift of company ownership. Here’s everything you need to know about buying stocks for someone else.
Changes to the 2023 and 2024 retirement contribution limitsÂ
In this edition of Mindset, we’ll update you on the specifics of the changes and provide a few options you can take as we close out 2023 and look to 2024.
M1 releases dashboard updates with expanded data and charts
Part of M1’s mission is giving our clients excellent data through easy-to-use tools to make their own investing decisions. Today, M1 launched an upgraded chart…
5 mistakes to avoid while filing taxes this year
Whether you find this article days before the filing deadline or months before, filing taxes can feel like a race to the finish line. Once…
15 financial decisions you can make now to prepare for 2024
Although the holiday season is usually dedicated to shopping and spending time with loved ones, it can be a great time to take a moment…
How to file taxes as a smart investor
Spring is right around the corner. In no time, baseball will be back, the sun will be shining, and it will be tax season. Well,…
PLANNING
M1 Budgeting Basics
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INVESTING
M1 Intro to Investing Roadmap
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