Research

Stories that provide insight on investor trends, consumer finance, independent investment advisors, retirement, and other timely issues

TMI done right: Loud budgeting makes oversharing cool—and effective

Is living within your means (and being vocal about it) the latest flex? Finfluencers are all for it.

Three ways to avoid doom spending

Spend now, worry later is no way to manage your finances (or your future). Here are some smarter alternatives.

Throwback investing is having a moment

As with retro fashion and technology trends, tried-and-true investing strategies are gaining popularity.

Collecting memories, not stuff

While wealth was once defined as being able to buy lots of nice things, more Americans now say they prefer to invest in experiences.

Superfakes and stealth wealth rewrite the rules of fashion

From flaunting designer knockoffs to going incognito with low-key luxury, the ties between fashion and status have become decidedly more relaxed.

A vision for tomorrow

Since 1973, our investors have used lessons learned to build a sound financial future.

It’s people AND AI, not people VS. AI

How financial services can navigate a post-ChatGPT future.

The most overlooked factor in aging well: Your social portfolio

After years of research with the MIT AgeLab, John Diehl says people who focus on building a variety of relationships live healthier lives.

A reality check on earning (and spending) for kids

It may seem simplistic, but letting kids know what will be expected of them as adults is a powerful piece of financial literacy.

Is Crypto the NBA’s real MVP?

A look at the power sports marketing may have on investor trends and demographics.