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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 some investors' most top-of-mind questions and provide clarity for the road ahead.

Big changes in healthcare — will they change your financial life?

Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.


  • Why infrastructure spending is a ‘big deal’ for investors and the economy

    A surge of government funding could mean more than improved roads and bridges. It could create potential investment opportunities

  • 4 investment themes to explore as the economy rebounds

    A new report highlights several potential long-term opportunities coming out of the pandemic

  • 7 key retirement deadlines you won’t want to miss

    This age-by-age guide could help you maximize your income, minimize your taxes and more.

  • How to create – and fund – your own backyard oasis

    Ask yourself which upgrades could make the most sense for you — and how you can pay for them.


    Our research explores the financial priorities of the affluent Black/African American, Hispanic/Latino and LGBTQ+ communities we serve.

  • What could climate change mean for your investments?

    Consider these three approaches to investing in a cleaner world as you build your portfolio.

  • How much to spend on leisure in retirement?

    These tips can help you make the most of your free time without compromising your future

  • Will you be prepared to cover the costs of long-term care?

    Here are some ways to plan ahead for managing your healthcare costs as you age

  • Be cyber-secure: Protecting your family online

    Ideas and best practices to help you protect your finances and personal information in the current environment

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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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