Economics License White Paper 
Midstream Marketing
NOVEMBER 6, 2024
When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Share economic signs and how they might affect your investment strategies. Don’t give financial advice without the proper licenses.
Wealth Management
JULY 11, 2025
Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration. The tried-and-true traditional methods of fiduciary duties still instruct how we look at any asset held in trust.
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The Big Picture
APRIL 21, 2025
This white paper arms financial advisors and planners with insights about how different rebalancing strategies, in combination with bullish or bearish market conditions, can affect portfolio performance and risk. ( Ten funds to consider. Barron’s ) What is the Optimal Portfolio Rebalancing Strategy?
ClearMoney
DECEMBER 14, 2021
3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 20591, National Bureau of Economic Research, October 2014). 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 20591, National Bureau of Economic Research, October 2014).
ClearMoney
NOVEMBER 4, 2021
Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Relative price: Refers to a company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value. Dimensional Japan Ltd.,
Brown Advisory
SEPTEMBER 22, 2017
While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Journal of Financial Economics.
Brown Advisory
SEPTEMBER 22, 2017
While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Journal of Financial Economics.
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