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

Retirement Security Matters: September 8, 2022

We’re enjoying early fall – that season where there’s a nip in the morning air but you’re sure you should be wearing shorts with your neighbors in the afternoon. That is, unless you’re back in the office! Wherever you are, we’ve got cool stuff for you. Settle in for the first-of-fall updates:

• CalSavers leaps forward with Katie Selenski

• We've crossed the $500 million mark! -- state metrics

• Updates from California, Colorado & New Mexico, Illinois, Maine, Maryland, Oregon, Vermont, and Delaware

• Who present-bias, me? Duke’s Perry Wright on precommitment.

• Hot Sauce! Fresh research and some brain expanders

• Pix of the week, from balancing on the SUP to ballparking together ...

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

Retirement Security Matters: July 15, 2021

Are you enjoying summer as much as we are? Grab something cold and top up your personal knowledge bank:

  • Courtney Eccles of Illinois brings us up to speed on Illinois Secure Choice

  • Fresh metrics from the states – any bets on the number of funded accounts?

Read More