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

Financial Asset Ownership: Only for the Wealthy?

Our friend Tyler Bond is an accomplished advocate and researcher with experience working for political campaigns, advocacy organizations, think tanks, and on Capitol Hill. His professional focus is retirement, specifically, and economic policy, broadly. His writing has been featured in outlets such as The Hill, MarketWatch, and the Huffington Post and he has been quoted in various outlets including Barron's and The Financial Times … and Retirement Security Matters.

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

Retirement Security Matters: November 5, 2020

We talk with NEST's Will Sandbrook about universal workplace savings, emergency savings and the progress of NEST in the UK. We share States' legislative updates: Colorado, Missouri, New York, South Carolina, Tennessee, and Wisconsin. And check out program states rollout updates for CalSavers, Connecticut, Illinois, Maryland, New Jersey, and Vermont.

Read More