Tag Archives: dynamic rebalancing

M1 Finance Review

In the investment world, there are several brokerage firms to choose from. Each has their pros and cons and provide value to their customers. Today, I provide an in-depth look at M1 Finance and will discuss many of its key features. I hope this M1 Finance review will help you decide if M1 Finance is… Read More »

Dividend Portfolio Moving To M1 Finance

Hi everyone. Well, we knew this day would come. Earlier this year, Capital One Investing announced that they are moving their accounts to E-trade. As you know, much of my holdings are currently with Capital One Investing. Although E-trade is a fine brokerage, there are several reasons why it doesn’t make sense for Dividend Portfolio… Read More »