Building a Financially Capable America Through Education and Research

The People We Help

Learn how the Foundation helps Americans build financial stability, invest for life goals and guard against fraud.

The Knowledge We Gain & Share

Research allows us to understand and improve money decisions. The FINRA Foundation connects those who create new knowledge with those who use it.

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The Networks We Strengthen

Learn how the Foundation empowers its partners to reach people where they live, work, and learn.

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An Overview of Factors Tied to the Financial Capability of Adults in Puerto Rico

New research from the FINRA Foundation examines the financial capability of adults in Puerto Rico. The findings suggest, that overall, adults in Puerto Rico have difficulty making ends meet, and few are able to build wealth or plan for the future. These disparities are particularly evident among younger adults, those with lower household incomes and less educational attainment. Lea la versión en español.

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Does It Help to Worry? Exploring the Association Between Worry About Investment Fraud and Investing Behavior

The brief examines the relationship between worrying about investment fraud and investing behaviors. The findings suggest worry is strongly tied to protective and risky investing behaviors.

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The Machines Are Coming (with Personal Finance Information). Do We Trust Them?

New research from the FINRA Foundation examined consumers' perceptions about financial information when generated from AI versus a financial professional. The findings suggest that overall, respondents trust financial professionals more than AI.

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