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.
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.
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 […]
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 […]
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 […]
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 […]
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 […]
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.
Understanding the consequences of complex portfolios
M1 gives you the power to create your investing portfolio as you see fit, but what are the drawbacks of a portfolio that is too complex?
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 […]
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 […]