Studies and Findings
Education rooted in facts.
Providing you with the right information starts with asking the right questions, which is why Charles Schwab Foundation has such a strong ongoing commitment to financial research. It’s also why we make our findings public and transparent—so you have access to a range of information to help transform your financial life.
Take a look at our findings on a range of financial topics, from how money affects people emotionally to how realistic teens’ expectations are about their future income.
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ARIEL-SCHWAB BLACK INVESTOR SURVEY (2020)
Our latest survey compared attitudes and behaviors on saving and investing among Black and white Americans.
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CHARLES SCHWAB FINANCIAL LITERACY SURVEY (2020)
New financial literacy survey exposes grave impact of lack of financial education during COVID-19.
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YOUNG ADULT FINANCIAL LITERACY SURVEY (2018)
As the Great Recession generation comes of age, they're both optimistic and looking for direction.
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FEELINGS AND FINANCES (2014)
Discover if money is tied to emotions and how finances affect people throughout the year.
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MONEY MYTHS SURVEY (2014)
Do people believe all the financial myths out there? Find out what people are buying into and what isn’t fooling anyone.
Money myths infographics
Get quick survey highlights about common financial myths and gender differences.
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SURPRISING COSTS (2013)
See how those little extra expenses can add up and affect your finances and why cutting back in small ways can make a big impact.
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TEENS AND MONEY SURVEY (2011)
Find out what teens ages 16 to 18 think about finances and their future earning potential.
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SANDWICH GENERATION SURVEY (2010)
See what parents believe about the financial futures of their young adult children (ages 23 to 28).
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YOUNG ADULTS AND MONEY SURVEY (2009)
Discover what 23 - to 28-year-olds think about money and their economic futures.
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PARENTS AND MONEY SURVEY (2008)
What do parents really think about their teens and money?