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

Driving better results in retirement outcomes.

It’s not often that we dedicate ourselves to the topic of investment results and all the activity that goes into them. It’s true: small improvements in investment results over a long period of time makes for big impact.

At 5%, $100 a month deposited faithfully over 40 years can grow to over $153,000. (We’re using a simple calculator from Nerdwallet. Do try this at home).

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

Retirement Security Matters: September 7, 2023

September is here, and RSM is back on its bi-weekly schedule! Get ready for fall with insights on prepping for 2024, fresh state metrics nearing the $1 billion milestone, key state updates, best practices, Hot Sauce, cool finds, and a standout Pic of the Week. Dive in!

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