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

Retirement Security Matters: June 3, 2021

Did you miss us?! We took a spring break to fit those COVID vaccines in. While we’ve been laying around developing antibodies like mad, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Mark Iwry on the concept of Automatic – and how getting there really wasn’t …

  • Fresh state stats: funded accounts are up 25% year to date!

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

Retirement Security Matters: May 20, 2021

Did you miss us?! We took a spring break to fit those COVID vaccines in. While we’ve been laying around developing antibodies like mad, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Mark Iwry on the concept of Automatic – and how getting there really wasn’t …

  • Fresh state stats: funded accounts are up 25% year to date!

Read More