Sell in May and go away? How to think about this pattern in 2020
You may have heard the old “sell in May and go away” adage. But why does this pattern exist, and does it even apply anymore?
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 ways to work with your brain’s wiring for better financial outcomes
Understanding the way our brains push us toward certain behaviors can make it easier to make financial decisions that lead to positive long-term outcomes.
Tax-loss harvesting—lemonade in a lemon-filled market?
Yes, it’s been a brutal few weeks in the market. We’ve all had our butts kicked. But that’s old news, and it’s not super useful to keep re-visiting it. So, what should […]
Panicked Selling? Not from where we sit. In fact, it’s the exact opposite.
The market has been going down the last few days, but what does our data show? Take a look at how M1 investors are approaching the recent down days.
Cognitive biases can hurt your investment returns—but they don’t have to
Understand how cognitive biases work – and how to overcome them – to make sure they don’t get in the way of your investing.
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 […]
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 […]
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?
Everything you ever wanted to know about dividends
Everything you need to know about dividends: what they are, how they’re paid, key dates, and how they benefit your portfolio.
8 investing books to add to your reading list ASAP
Wondering which must-read investing book to pick up first? Our top 8 top picks have you covered, with everything from investing 101 to advice from industry experts to the psychology behind speculative […]
What every company must know about their employees’ financial health
Investing in employees’ financial health can result in increased productivity and better retention. Check out our best tips for how to get started.
Summer means sun, sand, surf . . . and checking on your finances
You should always have a mid-year check-in on your financial goals. Take twenty minutes and review this checklist from M1 Finance to assess your situation.