IMA WEALTH NEWS + RESOURCES

The latest market information from IMA Wealth

2023 Q4 Market Review | End of Year Recap

IMA Wealth’s Vice President and Portfolio Manager, Justin Kittle CFA® CAIC® CFP®, recaps the 2023 financial year and explains his predictions for the future.

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: Strategies for Maximizing Workplace Retirement Benefits
    Read Latest Edition of Participant Corner

  • Retirement Times

    Latest Edition: RedRidge Diligence Services Joins IMA Financial Group, The Gen X Savings Crisis, Steering Participants Through Market Mania
    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