10min chapter

Sound Investing cover image

Interview with Brian Barnes, Founder and CEO of M1 Finance

Sound Investing

CHAPTER

Comparing M1's Retirement Pies and Target Date Funds

This chapter analyzes the similarities and differences between M1's investment offerings, specifically their retirement horizon pies, and traditional target date funds. It emphasizes user accessibility, dynamic management of investments, and the advantages of minimizing tax liabilities through strategic rebalancing and fractional sales.

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