IMA WEALTH NEWS + RESOURCES

The latest market information from IMA Wealth

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

  • Commentary on SVB Turmoil

    BANK TURMOIL: What Does It Mean For The Markets?
    Read Our Latest Market Update

  • Industry Insights

    Stay in the know about legal and regulatory updates for each quarter
    Read Latest Edition of Industry Insights

  • Participant Corner

    Latest Edition: Are you over age 50? Consider making a catch-up contribution to your retirement!
    Read Latest Edition of Participant Corner

  • 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
    Read Latest Edition of Retirement Times

  • 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