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Research & Insights

  1. Finances

    The Value of Financial Advice During Volatile Markets

    Working with an advisor can help you prepare for down markets—and stay grounded when they come

  2. Portfolio Strategies

    The Great Rebalancing Act: Portfolio Strategies for a Post-Pandemic Economy

  3. Portfolio Strategies

    What Dividend Stocks Can Offer

    A key element of most portfolios, they can be particularly useful when interest rates are low and markets are volatile.

  4. Portfolio Strategies

    How to Measure Your Tolerance for Risk

    While you can’t control what the markets will do next, you can get a handle on how much risk you’re comfortable taking with your investments. Discussing these three questions with your financial advisor can help

  5. Portfolio Strategies

    What Could Near-Zero Interest Rates Mean for Investors?

    Your key questions about navigating today’s low-rate environment answered

  6. Portfolio Strategies

    3 Investing Strategies to Consider for the Recovery Ahead

  7. Portfolio Strategies

    Consider the Alternatives—Beyond Stocks & Bonds

    Hedge funds, private equity and real assets could help you manage volatility as you pursue your goals, but they carry some risk. Here’s what you need to know.

  8. Portfolio Strategies

    3 Reasons to Revisit Your Asset Allocation Strategy

    A disciplined approach to investing, along with rebalancing as needed, can help you pursue your goals in up—and down—markets

  9. Portfolio Strategies

    Sustainability Now—and Beyond the Current Crisis

    In this time of crisis, some investors may be wondering if sustainable investing has taken a backseat to the emergencies of the day. The short answer is no; in fact, recent events have shown that sustainability may be more important today than ever before.

  10. Portfolio Strategies

    The Roadmap for Investing in a Sustainable World

  11. Portfolio Strategies

    What Could Be Behind the Rising Interest in Sustainable Investing?

    Investors concerned about climate change, gender inequality and a range of other issues now have access to more data and information about the risks and potential rewards of sustainable investing

  12. Portfolio Strategies

    7 Keys to Getting Through a Prolonged Market Downturn

    Here's what you may want to do—and avoid doing—as you maneuver through an extended decline

  13. Portfolio Strategies

    What Can You Do When the Markets Get Volatile?

    Market swings can be unnerving, but they shouldn't distract you from staying focused on your financial goals. We spoke with Niladri Mukherjee with the Chief Investment Office for his insights.

  14. Portfolio Strategies

    How to Be a Tax-Smart Investor

    Thoughtful decisions about the asset classes you choose and the accounts you hold them in could help you lower your tax bill

  15. Portfolio Strategies

    Why ESG Matters—Now More Than Ever

    A new BofA Global Research study finds companies that take environmental, social and governance (ESG) factors into account may enjoy advantages over companies that don’t

  16. Finances

    10 Things You Need to Know About the SECURE Act

    New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

  17. Portfolio Strategies

    Investing for Income—Not Just Growth

    These ideas can help as you look to create a steady stream of income for retirement and other cash-dependent goals.

  18. Portfolio Strategies

    Market Decode: Balancing Risk and Reward with Asset Allocation

    Senior investment strategist Marci McGregor explains how asset allocation can help you find the right mix of stocks, bonds and cash to match your risk tolerance—especially when the markets get volatile

  19. Portfolio Strategies

    Selling Stocks? 3 Ways You Might Minimize Your Capital Gains Taxes

    Many investors look to lock in equity gains as they rebalance their portfolios. These tips can help you limit the tax consequences.

  20. Finances

    4 Ways to Invest in Women’s Equality

    Be part of helping to change the status quo—and pursue growth—through gender lens investing

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