Perspectives

There are hundreds of asset managers in the investment industry that have the goal of helping investors succeed in reaching their goals. The IMEA is a community comprised of leading investment management firms. These leaders keep pace with the diverse demands of serving investors and advisors through numerous channels of their business.

There are a variety of perspectives and educational resources included below.


4 Financial Moves for Empty Nesters

As you transition to this next phase, these money moves will help you shore up your retirement.

Where is 2022 Headed?

Updated predictions for 2022.

U.S. Fiscal Stimulus: Takeaways for Investors

Timing, scale, and targets of new spending are key considerations.

What Will 2022 Bring?

Have Omicron and the Fed changed the 2022 outlook?

Roth IRA Analyzer

Use this interactive online tool to explore whether you might want to consider making Roth IRA Contributions.

IRA & Retirement Limits for 2021

While many IRA and retirement plan limits remain unchanged for 2021, other key numbers have increased. Fenimore summarizes what you need to know.

IRA & Retirement Limits for 2021

While many IRA and retirement plan limits remain unchanged for 2021, other key numbers have increased. Fenimore summarizes what you need to know.

6 Ways to Prepare for a Long Retirement

You may spend 30 years or more in retirement. Here’s how to get ready.

4 Financial Moves for Empty Nesters

As you transition to this next phase, these money moves will help you shore up your retirement.

Tax Benefits of ETFs

Many investors turn to exchange traded funds (ETFs) for more transparency or lower costs, but they often forget that these assets are also tax efficient.

3 Key Tax Moves to Close Out 2021

Seize the chance to help reduce taxes on your income and investments by acting now.

Does Having a 529 Account Affect Financial Aid?

Not to the degree you might think.

The Fog of War: A Multi-Asset View

Prospects for financial markets over the next few months as investors contend with market uncertainty around the war in Ukraine.

Inflation Calculator

This tool shows how inflation can affect hypothetical returns to determine if your rate of investing is adequate.