The Investor Success Project

Our full collection of research and tools to better help investors reach their goals.

Suite of Research-Based Tools

Couples Discussion Tool

Try MoneyTalk: A Tool to Help Couples
Overcome Financial Disagreements

Investor Checklist

A Checklist to Help Investors Avoid
Volatility Panic in Five Simple Steps

advisor checklist

A Checklist for Client Conversations
During Turbulent Markets

Worksheet

Start a Conversation About The
Value of Financial Advice

worksheet

Look Beyond Top-of-Mind Goals
Using Our Goal Identification Worksheet

Advisor Discussion Guide

How To Help Clients Understand The
Impact of a Raise on Their Retirement

Collection of Research Papers

White Paper

A Behavioral Guide to Market Volatility :
How Behavioral Science Can Help

White Paper

Debating The State of Retirement:
Morningstar Researchers Agree to Disagree

white paper

Mining for Goals: Help Investors
Discover More-Meaningful Goals

white paper

The True Faces of Sustainable Investing:
Busting Industry Myths Around ESG

White Paper

Gender Bias in Asset-Allocation Advice:
Eliminating Possible Sources

White paper

The Value of Advice:
How Everyone Can Get on the Same Page

white paper

More Money, More Problems: Keep a
Bigger Paycheck From Spoiling Retirement

White paper

The Big Split: Minimizing Conflict
In Divorce Financial Planning

white paper

Easing the Retirement Crisis: Personalized
Advice Can Head Off Extreme Austerity

white paper

It’s Time to Redefine ‘Investor’: Looking
Beyond Investing Stereotypes

White paper

New Lessons about 529s: Who Should
Use Them and What Makes Them Powerful

white paper

Bridging the Investing Gap: Why
Refreshing Policy Can Help All Americans

white paper

Retirement Plan Transparency: Opaque
Data Hinders Best-Interest Advice

White paper

The Comparison Trap: How Social
Comparisons Affect Our Financial Well-Being

white paper

The Retirement Mirage: Investors Should
Focus Less on Timing and More on Saving

white paper

Expensive Choice: What Wall
Street Can Learn From Costco