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.

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

Retirement Security Matters: October 21, 2021

  • Groom Law’s Michael Kreps on the good and the hidden in new retirement security legislation

  • Fresh metrics on the state Auto IRA programs

  • State updates – Virginia, Colorado, New Jersey – and more

  • Advertising on your mind? How to think about it if you’re a state – with Joel Metlen

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