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Investment Performance Disclaimer

This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any specific security.

Current yield merely represents the coupon income on the IMET portfolio and does not incorporate the effects of market fluctuations. Total Return of the portfolio is a more accurate reflection of the return on your investment, and should be used for recordkeeping purposes. Please refer to monthly and quarterly updates for this performance statistic.

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Recent News

July 2019 IMET Monthly Newsletter
July 10, 2019

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Feds Block Tax Breaks for Donating to these Charitable State Funds
June 14, 2019

The Internal Revenue Service and the Treasury Department have issued final rules blocking certain states’ attempts to work around the new $10,000 cap for state and local tax deductions.

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June 2019 IMET Monthly Newsletter
June 14, 2019

Download the June 2019 IMET Monthly Newsletter here

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Don't Count on the Fed Cutting Rates When the Economy is this Good
June 12, 2019

"Fade the futures.” That’s market jargon for going against the financial futures market, in this case the contracts on what the federal-funds rate will be in months hence. The market is betting on multiple reductions in the Federal Reserve’s main interest-rate target later this year. The trouble is, the futures market was just as certain late last year that multiple rate increases were ahead.

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