New Stories, New Investing Insights: Meet the Diarists!

ICYMI: Meet the Diarists

Earlier this year, Commonwealth launched the first installment of The Investor Diaries, with support from The BlackRock Foundation and partners Betterment, Moomoo, and Decodis. This is part of a broader research initiative, to include a national survey report (coming soon!) and big data analysis of millions of investor transactions.

In this release, meet new investors, all earning low-to-moderate incomes (LMI), who dream of retiring early, building wealth, and gaining financial security for their children. Bookmark this site, as we’ll be making updates with new research findings and profiles throughout the year.

Follow their journeys below!

Meet the Diarists

Watch: 3 Powerful Takeaways on the Real Impact of SECURE 2.0 provision on Emergency Savings

📽️ See how emergency savings strengthens retirement security and why this is a game-changer for RPAs, recordkeepers, and employers. Highlights include:

Why 40% of American workers are under financial stress
How employers are beginning to adopt SECURE 2.0’s new feature
The hidden value in stitching together existing solutions
What emergency savings tools are already doing—and how they’re driving retirement engagement

This short video, as part of our work with BlackRock’s Emergency Savings Initiative, captures the urgency and the opportunity of enacting an emergency savings initiative today.

View the Highlight Video

Commonwealth in Action: Upcoming Events

With so many conferences and events happening this autumn, we’d love for you to connect with our team in person — let’s discuss how we can work together at an upcoming appearance!

The Clinton Global Initiative's annual meeting is September 24-25, where CEO and Co-founder Timothy Flacke will join a working group for prominent leaders and implementers who are driving global economic development across business, government, and civil society for cross-sector collaboration.
Timothy Flacke will also participate on a panel about AI and Trust with our partners FinRegLab and SaverLife at this year's Prosperity Summit, Oct 5-7 in Washington, DC.
In October, Director Alana Baray will join a panel of experts at the Working Class Insights Forum in Virginia for the session “Employer Retirement at the Crossroads: Charting the Path to Worker Wealth”.
Nick Maynard will be at Defined Contribution West Oct 26-28 in Pasadena, where he will be moderating a panel on how financial wellness programs—from debt management tools and emergency savings accounts to student loan support—are linked to retirement plan participant success.