
10 signs it’s time to switch brokerage firms
Switching to a new online broker can save you a significant amount of time and money. But it’s never easy to end a relationship. You get so comfortable with the routine you’ve […]
Switching to a new online broker can save you a significant amount of time and money. But it’s never easy to end a relationship. You get so comfortable with the routine you’ve […]
Huge, transformational goals often fail. In fact, 92% of New Year’s resolutions fail, according to research from the University of Scranton. Yet year after year, we set huge, transformational goals for our […]
We’re excited to share that we hit $3 billion in client assets, just four months after doubling to $2 billion: “The financial services industry has seen disruption for some time, but our […]
2020 is almost over, we promise. But between year-end deadlines and contribution limits, there’s still time left to make sure you’re not leaving money on the table. The end of the year […]
With several announcements of brokerage acquisitions this year, money is moving between brokerages at a rapid pace.
In our never-ending quest to help you grow your wealth, we’re excited to tell you about new, smarter automation now available on M1: Smart Transfers.
How do we stay focused? Stop investing emotionally? Tune out media static? We set intentions. While a good starting place, it’s not enough. We need a feedback loop so we can use […]
Recent research shows that only 8% of people who set goals achieve them. We already know we cannot rely on motivation to achieve our goals. That’s because goals are hopes put to […]
The 2020 US presidential election is here and Wall Street is not shying away from commentary. For weeks, investors have been bombarded with predictions, surveys, market reports, and more – all while […]
The presidential election is weeks away. On a financial and psychological level, elections influence our thinking, mindset, habits, and strategy. It’s not just the outcome of the election and resulting fiscal […]
Systems thinking champions are everywhere. They include brilliant consultants, TED speakers, AI pioneers, and public policy leaders. And no wonder: Systems thinking is consistent and simple. It uses feedback and new learnings […]
Transferring your money to a new brokerage may sound like a hassle, but it doesn’t have to be. Find out why upgrading to a no-fee platform may be easier than you feared.
How do we decide how to decide? It’s a little meta, but the answer is crucial – especially when it comes to our finances. Without consistency, we might as well rewrite the […]
We raised our Series C: a $45 million round of funding led by Left Lane Capital. You can read the full press release here if you’re into those. But I wanted to […]
In an earlier post this month, we discussed the value of Tiny Habits, a system for change and growth developed by Stanford University researcher Dr. BJ Fogg. We dove deep into Tiny […]
We get it, you’re scratching your head just reading that title. But hear us out: 92% of people fail to achieve their goals, according to Inc. Why? Have we been setting the […]
When it comes to investing, our habits decide our destination. Sure, we may have huge goals for our lives and finances. But having those goals means nothing if we don’t actively work […]
When you want to improve an aspect of your life, one degree of difference adds up. Let’s say you’re a decent writer who’s always, always wanted to write a book—except that every […]
A few years ago, we began our journey to building The Finance Super App. We had $0 on our platform, a small team, and big goals. Thanks to you, we grew quickly. […]
What is a stock split? A stock split is a change in the number of shares that are outstanding. It’s a decision typically made by a company’s board of directors. Recently, companies […]
For those who want to fly high, fast and far as investors, it’s hard to imagine a better inspiration than Kelly Johnson. He produced the first fighter jet capable of Mach 2 […]
Greetings from our home offices! Welcome to the not-quite-first-edition-as-a-blog of “The Investor’s Mindset,” a monthly newsletter we’re launching to share new ideas, thoughts, and perspectives to help you become a smarter investor. […]
At the most basic level, financial responsibility is living within your means. It’s spending less than you make. But if you’re reading this, it means you’ve graduated to investing and are really […]
So why do we invest anyway? Now there’s an obvious question, right? It’s right up there with “Why do we go on diets?” But try finding obvious answers. Countless diets exist, coming […]
So you changed your job, and now you have to get used to a whole new routine and take care of some adjustments. One adjustment you’ll need to figure out sooner or […]