Our Insights

Our insights and evidence help illuminate the financial realities—and wealth-building opportunities—for U.S. households. Through sharp analysis and actionable frameworks, we help leaders unlock solutions that enable more people to build financial security.

Insights and Evidence

Publications

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Publications

United We Stand: A National Strategy to Prevent Scams

The U.S. needs a whole-of-ecosystem approach to stop fraud and scams. Read the proposed national strategy from the National Task Force on Fraud and Scam Prevention.

September 30, 2025

Publications

What’s the Future of Retirement Savings? We Get to Choose

Retirement is the ultimate financial report card—for individuals and for America. Learn how leaders are working to make the retirement savings system work for everyone.

September 19, 2025

A woman holds a microphone while speaking on an event panel.
Publications

Five Forces of Change Shaping the Next Decade of Inclusive Finance

What will the U.S. financial system look like in 10 years? To find out, read our report on the first Aspen Leadership Forum on Inclusive Finance.

July 23, 2025

Colorful graphic with concentric circle design
Publications

Surviving the Storms: How Severe Weather Hazards Challenge the Financial Security of Small Businesses

Severe weather hazards are an increasing threat for small businesses. This report offers a framework to understand the challenges faced by small businesses, as well as opportunities to support their recovery.

July 17, 2025

Publications

Learning from Young Adults to Improve Public Benefits for All

Nearly one in five young adults experience poverty. Public benefits can help them afford daily life as they establish themselves.

May 13, 2025

Publications

4 Models for Investing in Inclusively Owned Commercial Real Estate

Four case studies that take a deep dive into four distinctive CRE Models pioneered by our cohort.

January 23, 2025

Publications

Ownership Investing: Financing the Future of Wealth

This report summarizes learnings from ASSEMBLE100 and identifies opportunities to grow ownership investing as a tool of wealth building.

December 5, 2024

Access Our Full Catalogue

United We Stand: A National Strategy to Prevent Scams

The U.S. needs a whole-of-ecosystem approach to stop fraud and scams. Read the proposed national strategy from the National Task Force on Fraud and Scam Prevention.

September 30, 2025

What’s the Future of Retirement Savings? We Get to Choose

Retirement is the ultimate financial report card—for individuals and for America. Learn how leaders are working to make the retirement savings system work for everyone.

September 19, 2025

Five Forces of Change Shaping the Next Decade of Inclusive Finance

What will the U.S. financial system look like in 10 years? To find out, read our report on the first Aspen Leadership Forum on Inclusive Finance.

July 23, 2025
A woman holds a microphone while speaking on an event panel.

Surviving the Storms: How Severe Weather Hazards Challenge the Financial Security of Small Businesses

Severe weather hazards are an increasing threat for small businesses. This report offers a framework to understand the challenges faced by small businesses, as well as opportunities to support their recovery.

July 17, 2025
Colorful graphic with concentric circle design

Learning from Young Adults to Improve Public Benefits for All

Nearly one in five young adults experience poverty. Public benefits can help them afford daily life as they establish themselves.

May 13, 2025

4 Models for Investing in Inclusively Owned Commercial Real Estate

Four case studies that take a deep dive into four distinctive CRE Models pioneered by our cohort.

January 23, 2025

Ownership Investing: Financing the Future of Wealth

This report summarizes learnings from ASSEMBLE100 and identifies opportunities to grow ownership investing as a tool of wealth building.

December 5, 2024

Investing in Inclusively Owned Commercial Real Estate

This primer examines the potential of inclusively owned CRE to propel equitable economic development and community wealth-building.

December 2, 2024

From Rent to Riches? A Profile on the Wealth and Financial Well-Being of Renter Households

Renters have less than 3 percent of the wealth of homeowners. How can we help them grow their savings and wealth?

November 14, 2024

8 Priorities (and 4 Big Questions) for Making America’s Retirement Savings System Work for Everybody

Read the rapporteur report from the 8th annual Aspen Leadership Forum on Retirement Savings.

October 15, 2024

The Saver’s Match from SECURE 2.0: The Opportunity to Add Thousands of Dollars to Retirement Savings Accounts for People with Low Income

The Saver’s Match offers a way to add meaningful sums to retirement savings accounts of low income households.

October 2, 2024

Who Benefited Most from Pandemic-Era Wealth Gains? People Who Already Owned Assets

Households achieved historically large net worth growth from 2019-2022. But Aspen FSP’s analysis suggests these gains may not be sustainable.

September 13, 2024
Cover of "The New Wealth Agenda" Progress Report with illustration representing upward mobility.

What Expanding Native American Representation in the Legal Field Can Teach Us About Building a More Diverse Financial Services Industry

This case study takes lessons from the legal field’s efforts to empower Native youth to learn how we can build a financial sector that better serves diverse communities.

July 15, 2024

Beyond Bootstraps: Lifting Up Young Women’s Voices About How to Build an Economy That Works for Them

Beyond Bootstraps highlights how to build an economy that works for young women (ages 15-24).

April 29, 2024

Insurance Against Financial Shocks: The Next Frontier of Financial Inclusion

Learn about the opportunities for increasing the number of Americans who can benefit from insurance coverage when dealing with financial shocks.

April 2, 2024

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