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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.

The New Retirement: Will You Be Ready?

Watch expert panelists discuss how the pandemic could change the way you plan for and live in retirement.

  • Are We in a Market Bubble?

    Our Chief Investment Officer addresses frequently asked questions

  • 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

  • One of the Most Surprising Things About Retirement Today

    It could start sooner than planned. Here are some ways to help keep your money working hard for you if you retire earlier than expected.

  • How Will You Replace Your Salary When You Retire?

    Use these 3 steps to create a ‘retirement paycheck’ that can potentially last 30 years or more

  • Switching Jobs? Here’s How to Keep Your Finances on Track.

    There are many factors, beyond salary, to consider when weighing a new job offer—and many decisions to make after you accept a new position.

  • First 200 Days: What Investors Need to Know

    Hear experts discuss the new administration’s key priorities and what they could mean for you and your portfolio

  • Do You Have a Plan for Your Emergency Cash?

    There are plenty of reasons, besides emergencies, to keep a reserve of cash on hand

  • Promising Power of Green Hydrogen

    How new clean energy initiatives could transform our lives

  • 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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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.



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