How to file taxes as a smart investor
Spring is in the air, baseball is back, the sun is shining, and it’s tax season. Well, maybe tax season feels more like seasonal allergies than a picnic in the park each […]
Taking Stock
For the modern investor.
M1 Send Check: Behind the scenes of a physical product built in a digital world
Allie Curry is a senior product manager at M1 Finance. We’ve been building M1 for a few years now, growing our team, client assets, and platform. People always ask the Product team […]
M1’s commitment to diversity, equity, and inclusion
At M1, we are a company driven by our mission to empower people to improve their financial well-being. Regardless of who they are or what they look like, we’re out to change […]
Dogecoin on M1?
Dogecoin, the cryptocurrency that’s all the rage these days, was started as a joke. This “joke” cryptocurrency is now worth around $50 billion, worth more than some large well-known hotel chains and […]
The long-term power of dollar-cost averaging
If you’re a fan of movies, music, or TV, you probably subscribe to a streaming service. Every month, you pay a set amount of money to subscribe. Now imagine your investments as […]
Socially responsible investing: How to build a portfolio that matches your values
Do you buy organic food? Do you shop fair trade? SRI investing can be adapted to many value systems; read on to see how you can adjust your investments to align with your values.
5 options for your third stimulus check when you invest, spend, or save
Congress finally passed the American Rescue Plan Act of 2021, a $1.9 trillion stimulus bill that includes a third round of stimulus checks for as many as 26 million more Americans. President […]
M1 to the moon: announcing our Series D
Today, I’m proud to announce our $75 million Series D funding round, led by Coatue, one of the world’s largest tech-focused investment firms. This follows our $45 million Series C in October […]
Mission-minded money management: the case for the long-term investing mindset
The case for the long-term investing mindset For hundreds of years, only an exclusive group of people could invest in the stock market. Over the past several decades, access increased but investing […]
URGENT: trading announcement (1/28/21)
UPDATE: trading as of 1/28 at 3 pm ET Our clearing firm, Apex Clearing, has opened up trading on securities impacted earlier today (1/28). All trades for these symbols went through during […]
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 […]
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 […]