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…
M1 High-Yield Savings Accoung

M1 Launches High-Yield Savings Account

The wait is over. As of today, we’re starting rollout of the M1 High-Yield Savings Account to existing M1 users.   And we’re excited to announce…

what is a trust fund

Why rate chasing isn’t worth it

Rate chasing between high yield savings accounts several times may not be worth it. It may be worth it to simply pick one and move forward with it.

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