Wealth Management

JULY 18, 2025

A 2023 white paper by consultancy DeVoe & Company found that 34% of sellers feared losing control, which was followed by selling to the wrong buyer (23%), change in client care (22%), giving up the leadership position (8%) and uncertainty about staff opportunities (8%). When do they graduate into building an enterprise?

Estate Planning

FMG

MAY 14, 2025

AND persuasive copy complements each CTA, clearly communicating the value of taking the next step. The homepage has a smart lead-capture tool a downloadable white paper focused on women and investing. You know exactly the steps to take from give us a call and lets talk, to schedule a call even free portfolio risk analysis.

Financial Advisor

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. White paper was about private credit, white paper was about private equity.

Economy

ClearMoney

DECEMBER 14, 2021

Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016).

Investments

ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013).

Asset Allocation

The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

Banking

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. SCHWARTZ: They’re writing some papers on it, but they don’t seem to reflect it. RITHOLTZ: The research department in the FOMC don’t seem to communicate. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S.

Numbers