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Research & Insights

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

  2. A smart cash strategy is as important as a smart investment strategy. Here’s how you can develop one.

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

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

  6. 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.

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

  8. 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.

  9. 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

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

  11. 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.

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

  13. 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

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

  15. 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 toleranceâ especially when the markets get volatile

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

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


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