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

Retirement Security Matters: August 17, 2023

Are you in a heat dome? We are! It’s time for a break. Find yourself a comfortable spot in front of a fan or the AC, or that special spot in the office that’s always cold, and join us as we dive into the latest in retirement security.

  • Three things you can do now to make 2024 *awesome*

  • Frrreshhh state metrics

  • Updates from California, Connecticut, Hawaii, Oregon and Maine

  • No fries with that please - Best Practices to reduce angst

  • Hot Sauce! and some cooool stuff for the dog days of August 🐕

  • … PIX of the Week!

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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.

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

Retirement Security Matters: June 29, 2023

In this edition we’ll explore the latest developments in retirement savings innovations, including state retirement plan mandates. Discover how these programs complement, rather than compete with the private sector market. So, grab something cold and read on:

  • Things heard in rooms - wrapping up the spring conference season

  • State metrics - OregonSaves crosses $200 million asset milestone 🥂

  • Updates from Colorado, Hawaii, Illinois, Maine, New Jersey, Oregon, and Virginia

  • How do firms respond to state retirement plan mandates? Insights from new research

  • Hot Sauce! Some Cool Stuff for you.

  • And … PIX of the Week!

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