Introducing Time-Weighted Rate of Return on M1

Evaluate performance like a pro. It’s finally here! Time-Weighted Rate of Return (TWRR) is now available to help you better understand the performance of your Pies on M1. Clients have…
To Robinhood: Welcome to the good fight

To Robinhood: Welcome to the good fight

Last night, Robinhood announced some new, but familiar looking features. We believe there are trillions of dollars trapped in clunky experiences with firms taking far…

Not only an M1 creator, but a client, too 

Not only an M1 creator, but a client, too 

The minds behind M1 share what makes them loyal clients. The people behind M1 aren’t just committed to making a great product. As clients themselves,…

Hidden costs of buying a home

The Hidden Costs of Buying a Home

Purchasing a home is often considered a milestone in one’s financial journey. While the benefits of home ownership are well-known, many first-time buyers are caught…

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