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Federal or state securities laws require brokers, investment advisers, and their firms to be licensed or registered, and to make important information public. But it's up to you to find that information and use it to protect your investment dollars. The good news is that this information is easy to More information...
Audience: Individual
Type of Resource: Website
Date: 4/5/2013
Using the 2008 Survey of Chinese Consumer Finance and Investor Education and the 2007 Survey of Consumer Finances, this study compared saving motives between Chinese and American urban households. Results showed that Chinese households were more likely than American households to report More information...
Audience: Researcher
Type of Resource: Peer-reviewed
Tags: China
Date: 3/4/2013
Explains the difference between gold bullion and gold bullion coins. Offers tips to help people investigate before they invest, and lists tip-offs to rip-offs. Includes a glossary and resources for additional information. More information...
Audience: Individual
Type of Resource: Fact Sheet
Date: 2/22/2013
This paper uses data from the Health and Retirement Study to explore the mechanism that underlies the robust relation found in the literature between cognitive ability, and in particular numeracy, and wealth, income constant. We have a number of findings. First, the more valuable the pension, the More information...
Audience: Researcher
Type of Resource: Working paper
Tags: Financial literacy, Financial Education, Pensions
Date: 9/1/2010
Social Security disability is a social insurance program, under which workers earn coverage for benefits by working and paying Social Security taxes on their earnings. The program provides benefits to disabled workers and to their dependents. For those who can no longer work due to a disability, More information...
Audience: Individual
Type of Resource: Website
Date: 6/12/2014
Drawing on a comprehensive review of academic journal articles, the report reviews patterns of investor behavior that may be suboptimal and factors that may lead to such patterns. role of behavioral finance from the perspective of prospect theory, overconfidence and human sentiment, as well as More information...
Audience: Researcher
Type of Resource: Report
Tags: Behavioral Economics
Date: 8/1/2010
This study analyzes the impact of the FDIC’s Money Smart financial education curriculum and training on the financial opinions and behaviors of course participants. The study collected data from 631 adult respondents who experienced some portion of the Money Smart program during 2004-2005 and also More information...
Audience: Researcher
Type of Resource: Survey Data
Tags: Financial literacy, Financial education
Date: 4/1/2007
This report presents insights that can be helpful to researchers, practitioners, and funders undertaking or contemplating rigorous research into the effectiveness of different financial capability approaches. It summarizes the successful strategies and pitfalls of conducting rigorous evaluation of More information...
Audience: Individual
Type of Resource: Report
Tags: Program evaluation, Randomized control trial, Financial capability
Date: 1/24/2014
In theory, financial professionals are relatively distinct: A broker conducts transactions in securities on behalf of others; a dealer buys and sells securities for his or her own accounts; and an investment adviser provides advice to others regarding securities. Broker-dealers and investment More information...
Audience: Researcher
Type of Resource: Report
Tags: Regulation
Date: 3/4/2013
This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, More information...
Audience: Individual
Type of Resource: Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013