Financial Library
For those who want to expand their knowledge of investing, global markets, economic trends, and more, check out our expansive collection of reports, articles and surveys from Perspective, Diversify and other respected industry sources. We add new documents regularly, so be sure to come back often or sign up for our monthly newsletter to keep up on what’s new.
Insights & Perspectives
Reports and Guides
Charles Schwab 2025 Modern Wealth Survey
- More than 60 percent of those surveyed say they’re feeling the impact of the current economic conditions and that it takes more money to be wealthy in 2025. That being said, eight in 10 Americans say they feel wealthy when it comes to the quality of their relationships, their happiness, and their amount of free time.
- Misinformation about money is everywhere online, and Americans are paying the price for it, according to CFP Board’s latest research. Their report, Steering Clear of Financial Misinformation: A Survey of Americans, finds that while more people are turning to the internet for financial advice, most doubt its credibility.
Global Leadership Report: What Followers Want
- A new Gallup study confirms that no matter where in the world we live, people need trust, compassion, and stability from their leaders. And, above all, we need hope. For a more in-depth look, check out Gallup’s 40-page report by clicking the link above.
- This 8-page guide from Capital Group* provides a clear, concise overview of how tariffs impact the economy, markets and investors.
- What factors have contributed to previous recessions?
- How have equities moved during past contractions?
- What are the most consistent economic indicators to watch?
- What can investors do to prepare for the next recession?
*The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. American Funds Distributors, Inc.