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.

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

4 Rules: Wharton’s Professor Keith Weigelt on Investing in the Neighborhoods

Good friends introduce you to good people. This week, we chat with Professor Keith Weigelt, thanks to an introduction from DCIIA’s Dominika Turkcan. Sometimes when you’re walking to work, you see something you can do something about. In this case, it involves money – and intergenerational wealth. Not all of us would start a financial empowerment program if we saw racial wealth inequality, but one man did. Here’s how it’s going.

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

Retirement Security Matters: June 29, 2023

In this edition, we dive into the latest innovations in retirement savings, including state retirement plan mandates and how they complement the private sector. Grab something cold and join us as we wrap up the spring conference season, celebrate OregonSaves crossing the $200 million milestone 🥂, share updates from key states, and explore how firms respond to state mandates with insights from new research. Plus, don’t miss Hot Sauce, cool finds, and Pix of the Week!

Read More