Knowledge Bank

Learn how to best utilize diversification in your investing strategy and on M1.

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

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

Employee stock options are a form of compensation that some companies offer to their employees. They give employees the right to purchase company shares at a predetermined price, known as the strike price.

Learn the differences between lump-sum investing and dollar-cost averaging through examples, advantages and disadvantages, choosing a strategy, and using it on M1.

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

FInancial planning is an integral part of beginning your journey of accomplishing your financial goals.

A line of credit is a borrowing arrangement between you and a financial institution, such as a bank or credit union. To get a line…

A trust fund is a entity that is used to hold and manage assets such as real estate, securities and more.

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