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What is ROI?

Return on investment (ROI) is a financial metric used to assess an investment’s profitability. It is one of the most commonly used metrics in finance….

Woman investor checking loan status on tablet in cafe

What is cost basis?

Cost basis is especially important when calculating end-of-year taxes. Find out what you can do to potentially reduce your bill.

what is a bear market?

What is a bear market?

A bear market occurs when the stock market indices drop by more than 20% from their most previous highs.

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What are dividends?

Learn how dividends work, the types of dividends, the tax implications of dividends, and dividend investing on M1.

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What is a SIMPLE IRA?

Learn about SIMPLE IRAs and the contributions, distributions, and taxes associated with them. Compare other retirement accounts too.

what are etfs

What are ETFs?

ETFs are a security that investors can select to invest in. Many ETFs can have a large pool of individual stocks, giving investors broad exposure. Here’s what you need to know.

capital gains

What are capital gains?

Capital gains are the profits made from selling an asset. However, there may be associated taxes with that event to be aware of.

HSAs

Types of investing strategies: Which are right for you?

Explore dividend investing, dollar-cost averaging, value investing, growth investing, quality investing, and index investing. Each strategy comes with its own advantages and disadvantages. Find out which one aligns with your goals and start building your wealth today.

Woman financial advisor

What is a SEP IRA?

Learn about SEP IRAs, a powerful retirement savings tool for self-employed individuals and business owners, with tax benefits and high contribution limits. This post explains what a SEP IRA is, its advantages and disadvantages, and compares it to other retirement accounts.