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The Knowledge We Gain & Share

The Foundation supports research to understand the financial capability of American households, financial fraud and consumer protection, and what works when it comes to financial education and protection. Explore the resulting reports and data sets using the filters below.

Research Center

Showing 11-20 of 87 results
Oct 06, 2023
How Much Are You Paying?
Researchers from the FINRA Foundation and Texas Tech University explored the relationship between investing knowledge and the investing fees investors report paying.
Jun 06, 2023
Combined-Math-and-Financial-Knowledge-Tied-to-Better-Financial-Outcomes.pdf
In collaboration with NORC at the University of Chicago and FiCycle, researchers examined the roles of financial and math knowledge in adults’ positive and negative financial behaviors.
May 24, 2023
Gen-Z-and-Investing.pdf
Researchers from the Foundation and CFA Institute examined the investing attitudes and behaviors of Gen Z investors and non-investors, and compared investors with their millennial and Gen X counterparts.
May 22, 2023
A-Closer-Look-At-The-Financial-Vulnerability-of-AAPI-Adults.pdf
Researchers used NFCS data from 2012–2021 to examine the financial vulnerability of Asian American and Pacific Islander (AAPI) adults, in the aggregate and across different heritages within the AAPI population. 
Apr 24, 2023
New-Investors-2022-Entering-The-Market-In-Novel-and-Traditional-Ways.pdf
Researchers from NORC at the University of Chicago and the Foundation examined differences between investors entering the market in 2020 and new investors entering the market in 2021–2022, including those investing through the purchase of cryptocurrency.
Feb 09, 2023
Closer-Look-at-the-Financial-Capability-of-Hispanic-Adults-in-the-US.pdf
Using data from five waves of the NFCS, researchers from the Foundation and the University of Puerto Rico examined the trajectory of financial capability among Hispanic adults between 2009 and 2021. 
Dec 15, 2022
Investors in the U.S.: The Changing Landscape, an NFCS Report
The Foundation's 2021 NFCS Investor Survey found that a substantial proportion of investors joined the market relatively recently, revealing a new generation of younger and less experienced investors.
Nov 20, 2022
Does-One-Size-Fit-All-An-Examination-of-Risk-Factors-by-Scam-Type-Brief.pdf
Using survey data, researchers examined the factors related to both responding to and losing money to four types of consumer fraud.
Nov 10, 2022
Testing-Positive-The-Financial-Strain-of-Covid-Insight.pdf
Using data from the 2021 NFCS, researchers examined differences in the financial outcomes of those who did and did not have someone in their household test positive for COVID-19. 
Aug 04, 2022
Why-Is-Measured-Financial-Literacy-Declining.pdf
This study examined data from the 2009 to 2021 waves of the NFCS to examine trends in financial literacy among U.S. adults.