Our Research

LearnVest is committed to advancing research on the attitudes and behaviors of personal finance that drive people’s decisions, purchasing habits and financial motivations.  Through our research we aim to develop the content, tools and financial planning resources that help transform our members’ relationship with money and set them on the path to a balanced financial life.

We invite you to read our existing white papers, published in partnership with organizations also committed to advancing personal financial research.

The American Dream 2.0: How We Define Success and Making It in the U.S. Today

LearnVest and Chase Blueprint™ teamed up to conduct a survey aimed at exploring the attitudes and beliefs surrounding the American Dream today among a representative sample of U.S. respondents–learning how we view the Dream in relation to everything from our personal finances to advancing in our careers to eventually enjoying a happy and prosperous retirement. Click here to read the research summary of “The American Dream 2.0: How We Define Success and Making It in the U.S. Today.”

The Face of Personal Finance

LearnVest and Chase Blueprint™ teamed up to conduct a survey aimed at providing a holistic view of personal finance attitudes and behaviors among a representative sample  of U.S. respondents—from single-life to retirement and many points in between. Click here to read the research summary, “The Face of Personal Finance“.

Love & Money in America

LearnVest and TD Ameritrade teamed up to conduct a survey aimed at offering a comprehensive look at how love and relationships can affect personal finance attitudes and behaviors among a representative sample of U.S. respondents—encompassing members  of every key age bracket, from Generation Z to the Mature Generation. Click here to read the research summary, “Love & Money in America“.

Life and Disability Insurance: What 20- and 30- Somethings Think

LearnVest and Guardian teamed up to conduct a survey aimed at offering a comprehensive look at the attitudes and behaviors of men and women in their 20s and 30s toward life and disability insurance. Click here to read the research summary, “Life and Disability Insurance: What 20- and 30-Somethings Think“.

More coming soon!