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Invest wisely.
Give generously.

Sherman Research helps everyday investors learn to read the market and manage risk. And it gives 51% of its net income to charities that advance the Gospel.

51%
of net income donated to charities that advance the Gospel
1999
Building market research and indicators since
300+
financial advisors, RIAs and partners use Sherman research (as of Jan. 31, 2026)
7 days
free trial for new members (card required)

Latest newsPlatform launched Oct. 1, 2026

Sherman Research launches investing research platform for everyday investors, built by a company that gives away the majority of its profits

Members get plain-English market research, education and risk-first tools, and back a Coeur d'Alene company that donates 51% of its net income to charities that advance the Gospel.

Read full release
Flowing sand-colored lines from Sherman Research's report art

The story

Stewardship, both ways

Sherman teaches investors to manage their money with discipline instead of fear and hype. The company runs its own money the same way, giving away the majority of its profits. When you join, you get research that helps you invest more wisely, from a company whose purpose reaches beyond its bottom line.

What you'll learn

Read the market, not the headlines

  • Where the market really stands. Market Gauge reads conditions as Calm, Under strain or Stressed, based on four signals.
  • Which sectors are leading. Sector Compass ranks all 11 S&P 500 sectors, from leading to lagging.
  • What's moving under the surface. A clear monthly research report, also in audio.
  • How your own holdings stack up. Portfolio Analyzer for up to 5 portfolios.
  • The language of investing. Plain-English articles with built-in definitions.

Where our profits go

51%

of Sherman's net income goes to charities that advance the Gospel. The commitment took effect in January 2026.

  • Close to home. Faith Walk Community Fitness Park in Coeur d'Alene, including sponsorship of Champion's Cove, the park's new gathering hall.
  • Rooted in our mission. “To build financial strategies that propel lives for Christ.”

Stewardship isn't just something we teach our members. It's how we run our own company.

Adam Weisner, President & CEO, Sherman Research

The platform

Research that teaches, not tips

“We describe the market; we don't predict it.” Everything on getshermanresearch.com is built to help investors understand conditions and manage risk, not chase the next hot pick.

Market Gauge
A read on overall conditions from four signals: trend, breadth, confidence and credit. Updated after every market close, with an email when the read changes.
Sector Compass
All 11 S&P 500 sectors ranked from leading to lagging, with the top, bottom and climbing sectors at a glance.
Monthly reports
One clear, data-driven report each month on the signals shaping markets and risk. Every report also comes as audio.
Portfolio Analyzer
See how up to 5 portfolios of 30 holdings each line up with what the market is doing.
Articles & Market Notes
Plain-English pieces on trend, momentum, diversification and risk, with investing terms defined as you read.
Recession Indicator
Included with the annual plan ($197/year). It unlocks with the first annual payment.
The getshermanresearch.com home page
getshermanresearch.com
The September 2026 monthly research report
September 2026 monthly report

Inside the membership

What members see

Real readings from Sherman's tools as of Oct. 2, 2026. High-resolution versions are available on request.

  • Market overview screenMarket overview
  • Market Gauge screenMarket Gauge
  • Sector Compass screenSector Compass
  • Sector detail screenSector detail
  • Recession Indicator screenRecession Indicator

Data for reporters · September 2026

The index looked fine.
Most stocks didn't.

The kind of insight Sherman teaches members to spot. From the September 2026 monthly report, published Oct. 15, 2026. Updated every month.

S&P 500, September
-0.5%
YTD +11.8%
1.9% below its Aug. 13 record.
Equal-weight S&P 500 (RSP)
-4.8%
September
The average stock fell far more than the index.
S&P 500 stocks above their 200-day
40.3%
-25.9 pts
Lowest since May 2025, down from 66.3%.
10-year Treasury
5.29%
+54 bp
Highest close since May 2002.

Free to cite with credit to Sherman Research. Read the full report.

Our giving

The majority of our profits, given away

Sherman donates 51% of its net income to charities that advance the Gospel, a commitment that took effect in January 2026. Good stewardship applies to our own business, not just our members' portfolios.

Our mission is deeply rooted in faith: to build financial strategies that propel lives for Christ. For us, this isn't just about money. It's about stewardship and love of neighbor.

Our mission
Flowing green lines from Sherman Research's report art

Close to home · Coeur d'Alene, Idaho

Faith Walk Community Fitness Park

A free, faith-based community park on North Atlas Road that opened to the public on May 29, 2026. It has a walking trail, 15 all-season fitness stations, a Prayer Garden and gathering spaces for families and churches.

Sherman supports Faith Walk and sponsors Champion's Cove, the park's new gathering hall for church services, weddings, Bible studies and community events, now being completed as part of the park's second phase.

faithwalkcda.org

Press release

Full announcement

FOR IMMEDIATE RELEASE

Sherman Research Launches Investing Research Platform for Everyday Investors, Built by a Company That Gives Away the Majority of Its Profits

Members get plain-English market research, education and risk-first tools, and back a Coeur d'Alene company that donates 51% of its net income to charities that advance the Gospel

COEUR D'ALENE, Idaho -- Sherman Research has launched its membership platform for individual investors at getshermanresearch.com. The platform, which went live Oct. 1, helps everyday investors understand what the market is doing, learn how to manage risk and make more confident investment decisions. Since 1999, Sherman's research has been used by financial advisors. As of Jan. 31, 2026, more than 300 independent advisors, RIA firms and platform partners used it in their investment process. Now individual investors can use it directly.

Sherman also does something few companies do: it donates 51% of its net income to charities that advance the Gospel, a commitment that took effect in January 2026. That means members aren't just getting research. They're supporting a company whose purpose reaches beyond its bottom line.

“Stewardship isn't just something we teach our members. It's how we run our own company,” said Adam Weisner, President and CEO of Sherman Research. “We help people read the market and manage risk instead of chasing the next prediction. And we hold ourselves to the same standard: Sherman gives away 51% of its net income to advance the Gospel.”

Research that teaches, not tips

Most investors are surrounded by headlines driven by fear and greed, and by pundits who claim to know what comes next. Sherman takes the opposite approach: it describes the market instead of predicting it, and it explains its work in plain English so members build their own skills over time. Members get:

  • Monthly Research Reports: one clear, data-driven report each month on the signals shaping markets and risk, with audio narration
  • Market Gauge: a daily read of overall market conditions (Calm, Under strain or Stressed) based on trend, breadth, confidence and credit, with email alerts when the read changes
  • Sector Compass: all 11 S&P 500 sectors ranked from leading to lagging, with email alerts
  • Portfolio Analyzer: up to 5 portfolios of 30 holdings each
  • Articles and Market Notes on trend, momentum, diversification and risk, with built-in definitions of investing terms
  • Recession Indicator, included with annual memberships

Sherman's September 2026 report shows the approach in action. The S&P 500 slipped just 0.5% for the month, but the equal-weight S&P 500 fell 4.8%, and the share of S&P 500 stocks trading above their 200-day average dropped from 66.3% to 40.3%. The headline number looked calm. Underneath, most stocks were falling. Spotting that kind of gap is exactly what Sherman teaches its members to do.

Giving that starts at home

Close to home, Sherman supports Faith Walk Community Fitness Park in Coeur d'Alene, a free, faith-based community park that opened in May 2026. Sherman is also a sponsor of Champion's Cove, the park's new gathering hall, now being completed as part of the park's second phase.

Pricing and availability

The platform is available now at getshermanresearch.com. New members can try it free for 7 days with a card on file. After that, membership is $29 per month or $197 per year (about $16.42 per month). The annual plan also includes the Recession Indicator, which unlocks with the first annual payment.

About Sherman Research

Sherman Research gives individual investors institutional-grade research, practical education and tools designed to put risk first. Founded in 1999 and based in Coeur d'Alene, Idaho, the company built its proprietary indicators and rules-based research for financial advisors before opening it to everyday investors. Sherman's mission is deeply rooted in faith: to build financial strategies that propel lives for Christ. In keeping with that mission, the company donates 51% of its net income to charities that advance the Gospel. Learn more at getshermanresearch.com.

Sherman Research is a publication of general investment research and education, not personalized investment advice.

Media Contact
Sherman Research Marketing
marketing@shermanresearch.com

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Fact sheet

At a glance

CompanySherman Research
HeadquartersCoeur d'Alene, Idaho
Founded1999
Consumer platformgetshermanresearch.com, launched Oct. 1, 2026
What it doesMarket research, education and risk-first tools for individual investors
Pricing7-day free trial (card required), then $29/month or $197/year
Giving51% of net income to charities that advance the Gospel, since January 2026
Track recordResearch used by 300+ independent financial advisors, RIA firms and platform partners, as of Jan. 31, 2026
Media contactmarketing@shermanresearch.com

Leadership

Our CEO

Portrait of Adam Weisner

Adam Weisner

President & CEO

Adam Weisner is President and CEO of Sherman Research. Since he took the helm in September 2023, he led what became the fastest-growing TAMP in America, with assets growing 20X. That platform now operates as True Freedom Investing and is still powered by Sherman's research. Earlier, as a managing director at MUFG Union Bank, he helped launch PurePoint Financial, its digital bank, which reached $4 billion in deposits in its first year.

Available for interviews.

Media inquiries

Talk to us

Interviews with Adam Weisner, data requests and story ideas. Logos, photos and product screenshots are available on request.

marketing@shermanresearch.com

Charitable giving is made by Sherman Research from company net income.