Issue Briefs

Race and Financial Capability in America: Understanding the Native American Experience

FINRA Investor Education Foundation and First Nations Development Institute, 2017
Dewees and Mottola

The National Financial Capability Study: Empirical Findings from the American Life Panel Survey

University of Southern California Dornsrife Center for Economic and Social Research and George Washington University Global Financial Literacy Excellence Center, 2016
Angrisani, Kapteyn and Lusardi

Student Loan Debt in the US: An Analysis of the 2015 NFCS Data

Global Financial Literacy Excellence Center, 2016

The Evolution of Consumer Debt Following the Great Recession: An Analysis of Data from the 2015 NFCS

Global Financial Literacy Excellence Center, 2016

American Renters and Financial Fragility

FINRA Investor Education Foundation, 2014
West and Mottola

Financial Education is Not Enough: Millennials May Need Financial Capability

The University of Kansas, 2015
Friedline and West

Dog Bites Man: Americans are Shortsighted About Their Finances

Center for Retirement Research at Boston College, 2015
Sass, Belbase, Cooperrider and Ramos-Mercado

A Snapshot of Investor Households in America

FINRA Investor Education Foundation, 2015
Mottola

Do Financial Knowledge, Behavior, and Well-Being Differ by Gender?

Urban Institute, 2014
Theodos, Kalish, McKernan, and Ratcliffe

The Financial Capability of Young Adults—A Generational View

FINRA Investor Education Foundation, 2014
Mottola

The Financial Fragility of American Families

FINRA Investor Education Foundation, 2013
Lusardi

Forever in Your Debt: Who Has Student Loan Debt, and Who's Worried?

Urban Institute, 2013
McKernan and Ratcliffe

Financial Literacy Around the World

FINRA Investor Education Foundation, 2013
Lusardi

Softening the Blow: Income Shocks, Mortgage Payments and Emergency Savings

FINRA Investor Education Foundation, 2013
Mottola

Financial Capability in the United States: Consumer Decision-Making and the Role of Social Security

University of Michigan Retirement Research Center, 2010
Lusardi

Data and Downloads

To access datasets, questionnaires and other related documents, visit our data and downloads section.