Research
Stories that provide insight on investor trends, consumer finance, independent investment advisors, retirement, and other timely issues
What’s next for the fiduciary advice model?
The fiduciary advice model is reaching more investors than ever. Schwab's Jon Beatty takes a look at some of the trends on the horizon.
The rise of finfluencers
Social media stars are giving financial education a hip makeover. But it’s not all sunshine and rainbows.
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.
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.