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.
Taking Stock
For the modern investor.
Announcing M1’s newest feature: M1 Borrow
I love talking with our users and hearing how M1 helps with their personal finances. Whether it’s demystifying investing, making ownership of particular companies possible and enjoyable, or simply saving money on […]
M1 Finance: The Best ShareBuilder Alternative
Capital One Investing (previously ShareBuilder) has been bought by E-Trade, and as a result, all Capital One accounts will be transferred to E-Trade. This type of acquisition is hardly uncommon in the […]
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[1], and 80 percent of those who do abandon their resolutions by February[2]. 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 […]
Introducing M1’s two newest features
I started M1 with one simple mission: make it easy for everyone to invest exactly how they want. You see, years ago I ran into a common problem among investors: choosing between […]
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.
Must-read personal finance books for women
It’s no secret that women face unique financial challenges. They earn less[1], live longer, and generally struggle to achieve the same financial confidence as their male counterparts[2]. But the right resources can […]
6 finance flicks to watch this weekend
From serious stock market films to funny finance flicks, we’re sharing our staff’s all-time favorite movies about money. So kick back, order a pizza, and starting watching.
The one simple step to a better financial future
Here’s the thing: growing your nest egg doesn’t have to be complicated. Sure, you could surf the internet for hours, scouring countless articles for the hottest tips and tricks for maximizing wealth. […]
How to talk about money as a couple
Nearly half of all Americans identify personal finances as the toughest subject to talk about, making it an even more unpopular topic of conversation than death. Oof. It’s really no wonder hashing […]
How to choose stocks in 3 simple steps
By now, you’re probably already familiar with M1’s pies, which make it easy to customize your portfolio to your unique investing needs. You can choose from our Expert Pies, pick from more than […]
Avoid these 5 common investing mistakes at all costs
Earlier this week, I shared 3 tips for how to choose stocks. Knowing what not to do, however, can be equally important. Steer clear of these five common investing mistakes when building your portfolio: Thinking […]
Trading vs. investing: 6 things you need to know
Should you pursue short-term gains or buy and hold? Consider these 6 key differences between trading and investing to find out.
Should you roll your 401(k) into an IRA?
When you change jobs, rolling your 401(k) or 403(b) into an IRA can help you avoid fees, give you more control of your investments, and expand your investment options. Rolling a former […]
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 you can learn from some of the biggest bubbles in history
What constitutes a speculative bubble? According to a top Wall Street strategist, there are five identifying traits, and Bitcoin fits them all[1]. Investing icons like Warren Buffet and Jamie Dimon refuse to […]
Which personal budgeting technique is right for you?
A well-thought-out personal budget should never feel limiting. A budget that fits your lifestyle and money habits should empower you to reach your financial goals, motivate you to make the most of […]
How to save for retirement in 2018
Does the thought of saving enough for retirement send you into a mild (or not-so-mild) panic? Take these 5 steps now to get your savings on the right track.
Investing goals for every age
As your life changes, so should your financial objectives. That’s why we’ve outlined the best goals for investing in every stage of life — from early adulthood to approaching retirement.
Investing with M1: Simple, Convenient … and Now Free
On behalf of the entire team at M1 Finance, I’m thrilled to announce a dramatic reduction in our pricing. M1 is now free. We are now the absolute lowest cost investing option, […]
Finance is full of gimmicks
Financial gimmickry won’t help America’s savings crisis. M1 Finance’s CEO Brian Barnes shares his POV in Business Insider on what will help you save better.
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.
Guest Post: The Cash Cow Couple
We recently sat down with Jacob Lumby of the Cash Cow Couple. Jacob and his wife Vanessa have a passion for personal finance and try to help others achieve financial independence with their […]