Taking Stock

For the modern investor.

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 help. From building a business to growing your nest egg, these books written by women and for women share unique perspectives to empower you to achieve your goals […]

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. I’m sure you’d find a few handy nuggets of wisdom. But sometimes the simplest steps can make the greatest impact of all. When it comes to building long-term […]

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 through the details with your significant other can feel distressing. But avoiding the topic of your finances entirely will inevitably put undue stress on your relationship. In fact, […]

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 6,000 stocks and ETFs to build your own, or opt for a combination of the two. Now you need to know how to choose stocks to build your […]

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 any investment is a sure thing. While markets generally trend upward, strange things can and do happen. Case in point: even the seemingly untouchable housing market came crashing […]

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 employer’s retirement account into an IRA also helps consolidate your investments, making them easier to manage. From now through July 31, 2019, M1 Finance is offering a promotion […]

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 touch the volatile cryptocurrency[2], and the Atlantic even labeled it “the biggest and most obvious bubble in modern history[3].” Others, like the Winklevoss twins, consider Bitcoin much more […]

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 your money, and give you peace of mind knowing that you’ve covered all your bases. After all, it’s tough to work toward any financial goal without charting where […]