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.


What's in Your Portfolio?

Schwab provides an overview of major asset classes and what they can bring to your portfolio.

Don?t Fear the Drawdown

Why Invesco says the economic cycle is doing just fine.

What is an ETF?

ETFs include some characteristics of stocks and other qualities inherent to mutual funds, making them a unique investment structure.

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: Roth or Traditional?

Franklin Templeton's IRA Investor's Guide can help you decide what's best for you.

Roth vs. Traditional IRA

Which one is right for you?

Estate Planning

Make your wishes clear with T Rowe Price’s Estate Planning Checklist.

The Benefits of Alternatives

Alternatives include a spectrum of assets and strategies, each designed to target different benefits. FS explains more.

Retirement Calculator

Are you on track for retirement? T. Rowe Price helps you find out.

How to Handle a Bond Bear Market

Schwab's insight on steps you can take to help mitigate the impact of increased volatility and higher interest rates.

Tax Efficiency

Columbia Threadneedle on how to maximize after-tax returns.

Navigating the College Journey

College planning is about more than saving money. Fidelity can help you through the entire journey.

College Funding Calculator

Nationwide’s virtual tool helps you determine how much you’ll need to fund your child’s education.

When Will Daily Life Return to Normal?

The Columbia Threadneedle Return to Normal Index measures progress toward a post-pandemic world.