Q2 Market Review
IMA Wealth’s Vice President and Portfolio Manager, Justin Kittle CFA®, CAIA®, CFP®, recaps the second quarter of 2023 for us.
FINANCIAL + EDUCATIONAL RESOURCES
IMA WEALTH PUBLICATIONS
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Commentary on SVB Turmoil
BANK TURMOIL: What Does It Mean For The Markets?
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Industry Insights
Stay in the know about legal and regulatory updates for each quarter
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Participant Corner
Latest Edition: Are you over age 50? Consider making a catch-up contribution to your retirement!
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Retirement Times
Latest Edition: The Retirement Savings Glass Is Only Half Full for Women, Empowering Gen Z: Setting Your Youngest Participants Up for Success, How Resuming Student Loan Payments Affects Sponsors
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SECURE 2.0 Act
In December of 2022, Congress passed the Consolidated Appropriations Act of 2023 (the Act). This omnibus bill funds the federal government through the end of the current fiscal year. A number of legislative initiatives were attached to the omnibus funding package, including the retirement reform measures commonly referred to as SECURE 2.0.
Read the SECURE 2.0 Act of 2022