Racial Wealth and Economic Equity
Racial Wealth Gap and Wealth Inequality (2010-present)
Racial Wealth Equity Chartbook: National Trends and the Challenge of Local Data Jee, E., Meschede, T., Stewart, S., Ciurczak, P., and Schuster, L. Published May 16, 2023
IERE Research Brief Preliminary Results from our G.I. Bill study (2021) Meschede, T., Eden,M., Jain,S., Miles,B., Martinez, M.,Stewart,S., Jacob,J. and Madison,M.
Misdirected Housing Supports: Why the Mortgage Interest Deduction Unjustly Subsidizes High-Income Households and Expands Racial Disparities (2021) Article by Tatjana Meschede & Jamie Morgan
Entrepreneurship and the Racial Wealth Gap: The Impact of Entrepreneurial Success or Failure on the Wealth Mobility of Black and White Families (2021) Article by Teresa Kroeger & Graham Wright
The Black-White Racial Wealth Gap (2020) by Tom Shapiro, Jessica Santos, Sylvia Stewart, Janell Byrd-Chichester, Coty Montag, Algernon Austin, Jair Froome, Will Searcy, Keecee DeVenny, and Catherine Blalock
Accelerating Equity and Justice: Basic Income and Generational Wealth (2020) by Thomas Shapiro, Tatjana Meschede, Jim Pugh, Jamie Morgan, and Sylvia Stewart
Redefining Risk: Racial Disparities in Entrepreneurship and Financial Wellbeing (2019) by Graham Wright, Rebecca Loya, Tatjana Meschede, Jessica Santos, and Thomas M. Shapiro
Stalling Dreams: How Student Debt is Disrupting Life Chances and Widening the Racial Wealth Gap (2019) by Laura Sullivan, Tatjana Meschede, Thomas Shapiro, and Fernanda Escobar
Not Only Unequal Paychecks: Occupational Segregation, Benefits, and the Racial Wealth Gap (2019) by Laura Sullivan, Tatjana Meschede, Thomas Shapiro, Teresa Kroeger and Fernanda Escobar
Toward a Credit Building Culture in Boston: A Progress Report from the First Year of the Boston Builds Credit Initiative (2019) by Jessica Santos, Kaitie Chakoian-Lifvergren,Ofa Liz Ejaife, and Tatjana Meschede
Building Credit, Building Networks: Lessons Learned from the Boston Builds Credit Roxbury Place-based Pilot (2019) by Jessica Santos, Ofa Liz Ejaife, Jarvis Williams, Tatjana Meschede, and Sylvia Stewart
Wealth Inequalities in Greater Boston: Do Race and Ethnicity Matter? Federal Reserve Bank of Boston Community Discussion Paper No. 2016-02 (2016) by Tatjana Meschede, Darrick Hamilton, Ana Patricia Muñoz, Regine O. Jackson and William A. Darity, Jr.
Financial Resources in Kinship and Social Networks: Flow and Relationship to Household Wealth by Race and Ethnicity among Boston Residents Federal Reserve Bank of Boston Community Discussion Paper No. 2015-2 (2015) by Tatjana Meschede, William Darity, Jr. and Darrick Hamilton
Wealth Patterns Among the Top 5% of African Americans (2014) by Stefano Natella, Tatjana Meschede and Laura Sullivan
The Roots of the Widening Racial Wealth Gap: Explaining the Black-White Economic Divide (2013) by Thomas Shapiro and Tatjana Meschede
The Racial Wealth Gap Increases Fourfold (2010) by Thomas Shapiro, Tatjana Meschede and Laura Sullivan
Racial Wealth Audit (2014-present)
Misdirected Investments: How the Mortgage Interest Deduction Drives Inequality and the Racial Wealth Gap (2017) by Thomas Shapiro, Tatjana Meschede, Laura Sullivan and Maria Fernanda Escobar
The Asset Value of Whiteness (2017) by Amy Traub, Laura Sullivan, Tatjana Meschede and Thomas Shapiro
Equitable Investments in the Next Generation: Designing Policies to Close the Racial Wealth Gap (2016) by Laura Sullivan, Tatjana Meschede, Thomas Shapiro, Dedrick Asante-Muhammad and Emanuel Nieves
Less Debt, More Equity: Lowering Student Debt While Closing the Black-White Wealth Gap (2015) by Laura Sullivan, Tatjana Meschede, Lars Dietrich, Thomas Shapiro, Mark Huelsman and Tamara Draut
The Racial Wealth Gap: Why Policy Matters (2015) by Laura Sullivan, Tatjana Meschede, Lars Dietrich, Thomas Shapiro, Amy Traub, Catherine Ruetschlin and Tamara Draut
The Racial Wealth Audit™: Measuring How Policies Shape the Racial Wealth Gap (2014) by Thomas Shapiro, Tatjana Meschede and Laura Sullivan
Empowerment Economics: Innovations in Financial Capability (2017-present)
Identity, Resistance, and Belonging: A Policy History of Native Americans in Portland, Oregon (2021) By Emily Daman, MPP, MBA
Balance and Belonging: Empowerment Economics Community Development at NAYA (2021) by Jessica Santos, Sneha Gantla, Danielle Chun, and Emily Daman.
HEAL Winchendon Baseline Evaluation (2021) Created by the Institute for Economic and Racial Equity for HEAL Winchendon. Authors: Jessica Santos, Danielle Chun, Camille Gladieux, and Gerrit Boldt.
Winchendon, Massachusetts: A Community Asset Story (2021) Created by the Institute for Economic and Racial Equity for HEAL Winchendon. Authors: Yuqi Wang, Danielle Chun, Camille Gladieux, and Jessica Santos
Diversity, Equity, and Inclusion (DEI) Organizational Assessment Tools: A Resource Guide (2021) Prepared by Trinidad Tellez, MD, Principal, [Health] Equity Strategies, LLC, in partnership with the Institute for Economic and Racial Equity, Brandeis University
From Rapid Response to Empowerment Economics: Funder Strategies for Shifting Wealth and Power Beyond 2020 (2021) by Yuqi Wang, Emily Daman, Danielle Chun, Snehalatha Gantla, and Jessica Santos
The Core Elements of Empowerment Economics (2020)
Root to Fruit: Empowerment Economics and Community Growth at Chicago’s HANA Center (2019) by Jessica Santos, Snehalatha Gantla, Danielle Chun, Naomi You, and Cristina Aguilera
Evaluating Empowerment Economics: A Preliminary Framework for Assessing Innovations in Financial Capability (2019) by Jessica Santos and Meg Lovejoy
Innovations in Financial Capability: Culturally Responsive & Multigenerational Wealth Building Practices In Asian Pacific Islander (API) Communities (2018) by Meg Lovejoy, Jessica Santos and Angela Vo
Foundations for the Future: Empowerment Economics in the Native Hawaiian Context (2017) by Jessica Santos, Angela Vo, and Meg Lovejoy
Children’s Savings Accounts: Opening Pathways to Postsecondary Education (2017-present)
“Massachusetts BabySteps Evaluation” Loya, R., Smith-Gibbs, M., Jee, E., Berro Krugman, M. Published October 2022
Children’s Savings Accounts: A Core Part of the Equity Agenda (2022) by Rebecca M. Loya
Seeds of Equity: Fostering Inclusivity in Children’s Savings Account Programs (2022) by Madeline Smith-Gibbs and Rebecca Loya
Children’s Savings Account Survey of Private and Public Funding 2019 (2021) by Rebecca Loya and Madeline Smith-Gibbs
Looking to the Future: The Children’s Savings Field Reacts to COVID and Racial Equity (2020) by Rebecca Loya, Madeline Smith-Gibbs and Ofa Ejaife
Investing in the Future of Our Community: A Case Study on Funders' Motivations for Supporting Childen's Savings Accounts (2019) by Rebecca Loya and Lindsey Stranc
Children's Savings Account: Survey of Private and Public Funding 2017 (2019) by Rebecca Loya and Meg Lovejoy
Quick Guide to CSA Research: An Overview of Evidence on Children’s Savings Accounts (2018) by Shira Markoff, Rebecca Loya and Jessica Santos
Children’s Savings Account Survey of Private Funding 2015-2016 (2018) by Rebecca Loya
Cultivating CSAs: The Growth and Spread of Children's Savings Accounts in New England (2017) by Rebecca Loya and Jessica Santos
Levers for Success: Key Features and Outcomes of Children's Savings Account Programs (2017) by Rebecca Loya, Judith Garber and Jessica Santos
Children's Savings Account (CSA) Timeline 1991-2017 (2017) by Rebecca Loya and Jessica Santos
Immigrant Integration and Wealth (2016-present)
Trauma-Informed Practice in the Field: Recommendations for Human Tracking Service Providers (2021) by Kaitie Chakoian, Resham Sethi, and Jessica Santos
Trauma-Informed Care for Survivors of Human Trafficking: A State of the Field (2019) by Jessica Santos, Kaitie Chakoian-Lifvergren, and Resham Sethi
Immigrant and Refugee Wealth Pathways over the Lifecourse (2018) by Cristina Aguilera and Jessica Santos
Leveraging Mobility: Examining the Drivers of Wealth, Security and Opportunity for Family Well-Being (2009-2015)
Tipping the Scale: How Assets Shape Economic Well-Being for Women and Families (2015) by Rebecca Loya, Alexis Mann, Janet Boguslaw and Thomas Shapiro
Navigating an Unclear Path: Preparing for Retirement in the 21st Century (2015) by Laura Sullivan, Tatjana Meschede, Alexis Mann and Thomas Shapiro
Location, Location, Location: The Role Neighborhoods Play in Family Wealth and Well-Being (2014) by Hannah Thomas, Tatjana Meschede, Alexis Mann, Allison Stagg and Thomas Shapiro
Web of Wealth: Resiliency and Opportunity or Driver of Inequality? (2014) by Hannah Thomas, Tatjana Meschede, Alexis Mann, Janet Boguslaw and Thomas Shapiro
Keeping Dreams Alive: The Lane-Changer Costs of Financial Disruptions (2014) by Hannah Thomas, Janet Boguslaw, Sara Chaganti and Thomas Shapiro
Employment Capital: How Work Builds and Protects Family Wealth and Security (2013) by Hannah Thomas, Janet Boguslaw, Sara Chaganti, Alicia Atkinson and Thomas Shapiro
Leveraging Mobility: Building Wealth, Security and Opportunity for Family Well-Being (2013) by Hannah Thomas, Janet Boguslaw, Alexis Mann and Thomas Shapiro
Hard Choices: Navigating the Economic Shock of Unemployment (2013) by Janet Boguslaw, Hannah Thomas, Laura Sullivan, Tatjana Meschede, Sara Chaganti and Thomas Shapiro
Integrating Asset Building Opportunities Integrated in Human Services (2009-2014)
Empowering Prosperity: Strengthening Human Services Impacts Through Asset Integration (2015) by Rebecca Loya, Janet Boguslaw and Marjorie Erickson-Warfield
Strategic Philanthropy: Integrating Investments in Asset Building: A Framework for Impact (2015) by Janet Boguslaw, Kaleigh Behe and Joanna Taylor
State Asset Building Coalitions Perspectives from the Field (2014) by Janet Boguslaw, Martha Cronin and Elizabeth Paulhus
Strategic Philanthropy: Creating Opportunity, Building Wealth, and Driving Community Change (2013) by Janet Boguslaw and Elizabeth Paulhus
VITA - More Than Tax Prep - Community Action Agencies Promote Asset Formation by Integrating Additional Services with the EITC at Volunteer Income Tax Assistance (2010) by Sandra Venner
The Asset Security and Opportunity Index (2009) by Thomas Shapiro and Tatjana Meschede
Asset Development: Removing Barriers, Building Futures (2009)
Achieving Greater Financial Stability: The Role of the Earned Income Tax Credit and Financial Education in Advancing the Asset Formation Efforts of Community Action Agencies (2009) by Sandra Venner
Twenty-First Century Ownership: Individual and Community Stakes (2008) by Hannah Thomas and Thomas Shapiro
Northwest Jacksonville Community Asset Analysis (2007)
Creating an Opportunity Society (2007) by Thomas Shapiro
Living Longer on Less: Senior Economic Security (2008-2015)
Living Longer on Less: Post-Recession Senior in-Security Remains High (2015) by Tatjana Meschede, Lauren Bercaw, Laura Sullivan and Martha Cronin
Medicare, A Vital Component of Economic Security for U.S. Seniors, Must be Protected (2012) by Tatjana Meschede, Laura Sullivan and Thomas Shapiro
Rising Economic Insecurity Among Senior Single Women (2011) by Tatjana Meschede, Martha Cronin, Laura Sullivan and Thomas Shapiro
The Crisis of Economic Insecurity for African-American and Latino Seniors (2011) by Tatjana Meschede, Laura Sullivan and Thomas Shapiro
From Bad to Worse: Senior Economic Insecurity on the Rise (2011) by Tatjana Meschede, Laura Sullivan and Thomas Shapiro
Severe Financial Insecurity Among African-American and Latino Seniors (2010) by Tatjana Meschede, Thomas Shapiro and Laura Sullivan
Living Longer on Less in Massachusetts: The New Economic (In)Security of Seniors (2009) by Tatjana Meschede, Laura Sullivan and Thomas Shapiro
Living Longer on Less: The New Economic (In)Security of Seniors (2009) by Tatjana Meschede and Thomas Shapiro
The Long Term Economic (In)Security of Seniors (2009) by Tatjana Meschede, Thomas Shapiro and Laura Sullivan
Enhancing Social Security for Low-Income Workers: Coordinating an Enhanced Minimum Benefit with Social Safety Net Provisions for Seniors (2008) by Laura Sullivan, Tatjana Meschede and Thomas Shapiro
Middle-Class Security Index (MCSI) (2007-2013)
Tracking the Decline: Middle-Class Security in the 2000s (2013) by Tatjana Meschede and Laura Sullivan
The Downslide Before the Downturn: Declining Economic Security Among Middle Class African-Americans and Latinos, 2000-2006 (2009) by Tatjana Meschede, Thomas Shapiro and Laura Sullivan
From Middle to Shaky Ground: The Economic Decline of America's Middle Class, 2000-2006 (2008) by Thomas Shapiro, Tatjana Meschede and Laura Sullivan
Economic Insecurity: The Experience of the African-American and Latino Middle-Classes (2008) by Thomas Shapiro and Tatjana Meschede
By a Thread: The New Experience of America's Middle Class (2007) by Thomas Shapiro