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 […]
Taking Stock
For the modern investor.
Put your best foot forward: 10 habits for better investing
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 […]
M1 hits $3 billion in client assets
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 […]
7 steps to include in your year-end financial planning
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 […]
7 things to consider when your brokerage gets acquired (or shuts down)
With several announcements of brokerage acquisitions this year, money is moving between brokerages at a rapid pace.
Smart Transfers: Your new way to manage money automatically
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 smart investors stay focused on their financial intentions
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 […]
5 ways you can intentionally apply systems to your investment strategy
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 […]
What do presidential elections mean for your portfolio?
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 […]
Long-term investors focus on their current strategies as the 2020 presidential election approaches
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 […]
A smart investor’s guide to systems thinking
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 […]
9 myths about brokerage account transfers
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.
The 5 steps to smarter financial decisions every investor needs to hear
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 […]
Behind our Series C: how a passion for personal finance led to the next-gen fintech platform
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 […]
You’re doing it wrong: how to reduce friction in your financial journey
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 […]
You don’t need motivation to achieve your financial goals
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 […]
How to make your financial habits stick
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 […]
Tiny Habits: a smart investor’s superpower
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 $2 billion announcement
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. […]
Apple, Tesla, and Stock Splits on M1
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 […]
Why investors need to K.I.S.S more
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 […]
Coming soon: not your typical finance newsletter
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. […]
How to stop self-sabotage: take control of your wealth and health
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 […]
The 3 Ps of investing: purpose, plan, and patience
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 […]
Should you roll your 401(k) into an IRA?
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 […]