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Merrill Perspectives: Clear Insights
to Navigate What Might be Next

 

Merrill Perspectives is here to help you make sense of today’s economic landscape. With a curated collection of timely resources and insights, we’ll help answer your most pressing investment questions and provide clarity for the road ahead.

Outlook 2021

Watch experts discuss how key events could impact the markets and our financial lives

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  • Reshoring: The Next Great Global Trend

    The potential benefits of reshoring on the U.S. economy and our lives

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  • 10 Tax Tips That Could Save You Money Now

    Timely ideas to help you reduce your tax bill or increase your refund

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  • #WomenInvested:
    Navigating the New Realities

    In a new three-part virtual event series, we're addressing ways today's world creates unique pressures for women, vastly complicating the "usual" demands they may face.

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  • Promising Power of Green Hydrogen

    How new clean energy initiatives could transform our lives

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  • 7 Questions Every Advisor Should be Able to Answer

    Tips for finding an advisor that is a good fit for you and your family

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  • CIO Outlook on Sustainable Investing

    How environmental, social and corporate governance (ESG) is impacting the markets, economy and individual investment strategies

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  • Time for a Reality Check: Are You Still on Track to Meet Your Goals?

    Questions to help you assess how your finances have weathered the pandemic and steps you can take to keep your plans on track

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  • Do You Have a Retirement Spending Plan?

    Tips to help you create a plan to draw down your retirement savings that is aligned with your unique priorities and goals

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  • 3 Reasons to Revisit Your Asset Allocation Strategy

    A disciplined approach to investing can help you pursue your goals in up—and down—markets.

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1 Opinions are those of the speakers, as of the date of this event and are subject to change.

 

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

 

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

 

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

 

Nina Easton is not affiliated with Bank of America Corporation.

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Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries1. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details.

 

1 As of July 27, 2020, the United States Postal Service is unable to deliver mail to the following twenty-three (23) countries: Bermuda, Bolivia, Botswana, Brunei, Cayman Islands, Costa Rica, Cuba, Dominican Republic, Ecuador, Fiji, French Polynesia, Guatemala, Haiti, Honduras, Iraq, Libya, Mauritius, Nepal, Panama, Papua New Guinea, South Africa, Venezuela and Yemen.

 

SEC Share Class Selection Disclosure Initiative

 

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material 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. Additional information is available in our Client Relationship Summary.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
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