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The New Normal—Retirement Planning

How your retirement plan can weather uncertain times.  Recent market volatility and the coronavirus pandemic mean that many investors are concerned about their retirement. The good news is that retirement is a long-term venture—so whether you are still saving or or worried about staying on track, sticking with a disciplined retirement plan can help you weather these short-term challenges. We can help review your retirement plan, and if needed, work together to help you get back on track.

Join David Koh, a Managing Director with the Chief Investment Office for Merrill and the Bank of America Private Bank, who will:

  • Share our take on how the coronavirus is impacting the markets and potentially your finances.
  • Talk about our Chief Investment Office’s outlook for the economy.
  • Focus on the importance of maintaining discipline when it comes to planning for your retirement.
  • Offer some practical ideas that you may want to consider to stay on track towards the retirement you have envisioned.

 

The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for Global Wealth & Investment Management ("GWIM") clients, is part of the Investment Solutions Group (“ISG”) of GWIM, a division of Bank of America Corporation (“BofA Corp.”).

This material does not take into account a client’s particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill Lynch Wealth Management Advisor.

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