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The BullPen

Timely insights to help stay ahead of the curve

Today's Markets

Private credit turbulence: Optics vs. fundamentals

The private credit market has hit some headwinds in 2026, with concerns ranging from lack of liquidity for investors to the impact of artificial intelligence (AI) on corporate borrowers.

March 30, 2026
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Rolando Castellanos, head of Alternative Investments Strategy & Implementation for the Chief Investment Office (CIO), Merrill and Bank of America Private Bank quote “The social media-driven news cycle has focused on gating events at certain private credit funds as a sign of financial distress, when it appears underlying stress is limited and the fund structures appear to be working as intended.”
February 13, 2026
Financial Planning

6 surprising benefits of having a financial plan

Pursue all your goals — from a vacation home to retirement and more — with the help of the powerful projections and analysis your advisor can deliver in this detailed document
October 28, 2025
Financial Planning

The basics of hedge funds

Understanding how hedge funds operate can open up new investment opportunities for your portfolio.
February 27, 2026
Today's Markets

What’s trending

Tax season scams are common; be wary of unsolicited emails, phone calls, texts or social media messages from the “IRS”
May 22, 2025
Portfolio Strategies

Long-term investing: Core principles every investor should know

They can help you keep moving toward your goals, no matter what the markets are doing

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