Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Driving better results in retirement outcomes.

It’s not often that we dedicate ourselves to the topic of investment results and all the activity that goes into them. It’s true: small improvements in investment results over a long period of time makes for big impact.

At 5%, $100 a month deposited faithfully over 40 years can grow to over $153,000. (We’re using a simple calculator from Nerdwallet. Do try this at home).

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Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: February 9, 2023

♥️ It’s the season of love and affection, which means … pampering. We hope you have a lovely, fun-filled celebration. As you spread some joy, let us help you catch up on the world of retirement security. Grab some sweet and savory chocolates and nestle in. You’ve earned it!

  • Mateo Galindo Lozano of CHCF on Planificación de Jubilación - in community

  • Key updates from Maryland, New Jersey, New Mexico, and Oregon

  • A hot take on SECURE 2.0 - This week we’ll hit the key features of Employer Incentives

  • Hot Sauce and Cool Stuff - we've got the goods to sharpen your day

  • ... and Pix of the week!

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