What’s your risk tolerance? Take the quiz to find out!
A majority of investors make one or more of these critical mistakes when choosing stocks. Are you guilty?
Understanding the consequences of complex portfolios
Summary M1 Invest is a powerful tool, letting you automate any portfolio you want. Creating a complex portfolio can come with potential drawbacks. A simpler portfolio is easier to manage and can […]
5 reasons penny stocks aren’t worth the money (and what to buy instead)
A lot of new investors are drawn to penny stocks. It’s easy to see why these instruments might seem appealing at first glance: because penny stocks by definition sell for $5.00 or […]
Survey: M1 investors most likely to review investments quarterly or annually
During the last weeks of 2018, we polled our customers to get a sense of their investment plans for 2019. Here, we present those findings, along with some insight from investment professionals about […]
Just married? Here’s your guide to combining finances
If you’re recently married or planning to be married soon, chances are you’re older than your parents or grandparents were when they tied the knot. That means you (and probably your partner) have had […]
#MyM1Story Winner: From active trading to auto investing
As a college student studying finance, Michael began day trading in his free time, buying and selling stocks, options, and futures. It wasn’t just a way to try to earn some extra […]
What to do if your brokerage account is acquired by another firm
Uh, oh… Your go-to investing platform was bought by another firm, and your brokerage account is being moved. It happens: just this year, E*Trade acquired 1 million accounts from Capital One Investing (if you’re […]
What you need to know about investing in a Roth IRA
Individual retirement accounts (or IRAs) are a fantastic way to begin investing and saving for the future because they are tax-sheltered accounts, meaning you’ll pay fewer taxes than other investment account types. […]
In-kind transfers: How to move stocks from one brokerage to another
Switching brokerages? Cash transfers can be costly. Maintain your cost basis and avoid tax consequences with in-kind transfers.
Lump-Sum Investing vs. Dollar-Cost Averaging: The Pros and Cons
When it comes to your investments, what’s the best strategy for you?
How to make financial New Year’s resolutions that stick
Americans don’t particularly excel at setting and keeping New Year’s resolutions. Only around 40 percentparticipate in the tradition at all, and 80 percent of those who do abandon their resolutions by February. Worse still, Americans […]
Everything you need to know about automatic rebalancing
Choosing your investments is more than selecting stocks of companies with high growth potential, large dividend yields, or low price-to-earnings ratios. When you select your investments, you not only choose which securities […]