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: May 4, 2023

May brings lighter days and fresh opportunities! Catch up on insights from Kim Olson on Auto IRAs, fresh state metrics, updates from key states, Hot Sauce, cool finds, and Pix of the Week featuring the White House—and brownies!

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

Retirement Security Matters: March 10, 2022

  • What do fintech experts think about Auto IRAs and market-serving innovations: Aaron Schumm from Vestwell gets candid

  • The freshest state stats – is it true that assets are up 7.5x in about two years?

  • Updates from California, Colorado, Illinois, Maryland, New Jersey, New Mexico, Oregon, Virginia, Hawaii, and Pennsylvania

  • Employer buy-in … how much does it matter? Expert Joel Metlen weighs in.

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