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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.

  • Why I Still Work in Retirement

    The additional income can help boost savings and increase your well-being

  • Government Stimulus, Taxes and Your Investments

    How the $1.9 trillion American Rescue Plan Act might affect the economy and your investments.

  • Could a Capital Gains Tax Hike Affect Your Investments?

    The proposed increase might not apply to everyone, but the  broader market could be impacted

  • Taxes & Relocating in Retirement: What to Think About Now

    What you need to know about states with low or no income tax

  • The One Secret to Creating a Smarter Wealth Transfer Plan

    Holding a family meeting to share your intentions is critical. Here are some tips for getting the conversation started.

  • The World is Changing—Should Your Investments?

    Your investment choices may have an impact on the world we're all invested in

  • It’s Time to Diversify Diversity

    A new report from BofA Global Research highlights the importance of giving everyone a voice—and a seat at the table

  • Is a Second Home a Smart Investment?

    Whether you're thinking of it for personal use or as an investment, here's what you should consider.

  • What Can an Advisor Do for Me?

    It's about so much more than investing—an advisor can help you pursue your financial goals.

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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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