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

Retirement Security Matters: July 20, 2023

We love summer! As the days grow more casual, we hope you're finding time to soak up the sun (or avoid it, if you’re in a heat dome) and enjoy this vibrant season. So, grab a lemonade or your iced coffee, sit back, and let us catch you up on the latest financially resilient retirement security news.

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: August 11, 2022

It is the dog days of August. Just for you, at the end of this edition, we’re going on a road trip together. And for now, snag yourself something icy and a comfortable chair, possibly in front of a fan. It’s time to catch up on the world of retirement savings innovation:

  • Is retirement savings the ultimate ledger for personal financial wellness? This and four more hot topics from Aspen’s Ida Rademacher and Karen Andres

  • We are BLOWING UP the state metrics this edition, check it out

  • Updates from California, Colorado, Connecticut, and New Jersey

  • Anchors Away! Duke’s Perry Wright on these, and defaults

  • Hot Sauce! Cool stuff just for you

  • Whew! Pix of the week, possibly from your state …

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: July 1, 2021

It's the 4th of July 🎆 here in the US and a snappy week around the office. We got good stuff for you, read now or read on holiday!

  • The inimitable Joel Metlen Gets Creative with Stakeholder Engagement

  • Fresh state stats – get a good look, California’s about to blow these numbers away, we suspect

Read More