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

Retirement Security Matters: August 14, 2025

Hot sun, rippling river, swaying firs—Oregon’s campfire season means no fires, just endless summer daydreams. For your summer reading: Teykaerts on CalSavers, $2.3B state stats, babies, payroll integration, hot sauce, goofing around, and beachy Pix of the Week.

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

Retirement Security Matters: July 17, 2025

In this edition we’re serving up a delectable s’more of content. You know, a little melty chocolate on a graham cracker with a fluffy browned marshmallow of goodness. Pull up your camp chair, settle in, take a sip of lemonade—soft or hard—and enjoy an action break with us.

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

The System America Deserves: A Conversation with Karen Andres and KC Boas of the Aspen Institute Financial Security Program

This week we’re sitting down with Karen Andres and KC Boas from the Aspen Institute Financial Security Program to explore what’s ahead for all things inclusive saving and investing. We cover some ground: Trump Accounts, the 2027 Saver’s Match rollout, and fresh thinking about financial diaries. Their take? America’s retirement system has some unfinished business.

Read More