Insights for Financial Decisions, Market Updates & Trends

CIO Market Update Audiocast Series

Markets remain volatile and news is changing rapidly. To ensure we are keeping you up to date with the latest information, we offer an audio program featuring insights from our Chief Investment Office and other guest speakers.

Tax-loss harvesting: Volatility’s silver lining?

Selling stocks that have declined in value to offset capital gains is a strategy that’s particularly relevant in today’s up-and-down markets

The great wealth transfer: Is your family ready?

When it comes to passing on wealth, communication and planning are essential. Our experts offer smart steps to consider for every stage of the process.

When help was needed most

How affluent households gave back in 2020

5 times you should always ask: How will this affect my taxes?

Considering the tax implications of key financial moves could save you money. Here’s what you need to know.

Five white squares with light green dollar signs in the middle. The first four have red checkmarks inside of them, while the last checkmark is being drawn on by a figure holding a big pen. To the far left is another figure, gesturing as if they are presenting.

Your 2023 financial checklist: 5 questions to ask your advisor now

Discussing them could help you identify potential risks — and opportunities — as you review progress toward your goals for the coming year and beyond

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Domestic Wire Transfers

Client Story:
Bridges from School to Work

Watch this video and learn how Bridges from School to Work helps young adults with disabilities find meaningful work. Also see the ways Bank of America’s Philanthropic Solutions team supports nonprofits with consulting, investment management and administrative services.

Client Story:
Bridges from School to Work

Watch this video and learn how Bridges from School to Work helps young adults with disabilities find meaningful work. Also see the ways Bank of America’s Philanthropic Solutions team supports nonprofits with consulting, investment management and administrative services.

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Capital Market Outlook

This timely commentary from our Chief Investment Office can help you navigate markets and take advantage of emerging trends across the globe.

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Market briefs

Introducing the Bank of America Institute

Dedicated to uncovering powerful insights that move business & society forward.

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Tune out the noise

Wealth planning for the year ahead

A pie chart rests on a lever. Each of six sections in the pie chart has an icon depicting an example of the things that you could finance using leverage: a plane, a boat, a business, a painting, a business, a new home.

The power of leverage

How — and when — borrowing against your fine art, investment portfolio, real estate or other valuable assets could be a key part of your wealth strategy

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How to unlock the power of an inclusive and diverse leadership team

Board diversity is crucial to the success of charitable organizations and foundations. Here’s how to overcome barriers that may prevent you from reaping its benefits.

Outlook 2023: Investment management for nonprofits

A multi-generational family – children, parents, and grandparents – with their horse.

Turn your family office into a family bank

Strategically borrowing through your family office can help your family meet distinct goals in flexible, discreet ways.

Investors guide to the first half of 2023 — and beyond

As the markets and economy continue their reset, these insights can help you tailor your portfolio to your risk tolerance, goals and personal investing style

Exploring options for tax payments

Estate planning for a digital world

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Perspectives podcast

Our experts go beyond the headlines to examine the forces that are changing our world—and how they impact our lives.

7 keys to getting through a prolonged market downturn

Here's what you may want to do — and avoid doing — as you maneuver through an extended decline

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When your children become teenagers: What now?

How to successfully transfer wealth

A few simple strategies could help your family avoid misunderstandings and maintain the integrity of your legacy.

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What’s fair vs. equal within families?

This video, featuring Dr. Karl Pillemer of Cornell University, and our expert panelists, explores what’s fair vs. equal when it comes to families and legacy planning.

You’re becoming a grandparent: What now?

When you enter the workforce: What now?

Helping your children learn financial responsibility

Talking to your family about finances

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An introduction to Credit & Banking Fundamentals

Watch a conversation from our Financial Empowerment series, exploring credit and banking fundamentals.

Your life just changed — shouldn’t your plans for your family change, too?

Whether you’re remarrying, your child’s graduating from college or some other big event arises, your life circumstances are bound to shift — and all these moments call for a second — or first — look at your estate plan.

Outlook 2023: Why this could be a pivotal year for investors

As the global economy and markets reset, our Chief Investment Office sees many new opportunities emerging. Here’s what to watch for.

Sustainable & Impact Investing

Insights on investing in the momentum of a changing world

Inflation and your taxes: What you need to know

Key inflation adjustments to tax items could affect how much you owe. These strategies can help.

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Fine-tune your investments for continuing inflation — and slower growth

Consider these 6 steps to help you stay on track to meet your goals in today’s choppy markets

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Outlook 2023: Back to the (new) future

Could the coming year bring a return to a more promising market environment? Listen to why our Chief Investment Officer and other experts from Bank of America believe it could – and get insights on steps you could take now to prepare.

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Giving and racial equity: A starting point

Four steps to help you incorporate racial equity goals into your giving strategy.

The EV Revolution

Electric vehicles are being hailed as the future of the global auto industry. But there are potential roadblocks to their widespread adoption. Our experts explore the path ahead.

5 ways to fund your startup

Use these tips to decide which option might be right for you

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The future of work and how it will change our lives

Far from making humans obsolete, increasing automation could create millions of new jobs and free global workers to be more productive and happier

Investment governance for the post-pandemic world

Private Bank digital capabilities

Relationship led, powered by digital

A photograph showing three people sitting on the dock putting their bare feet in a lake in the daytime. There is a middle-aged couple smiling at each other, and an older man, implied to be the smiling woman’s dad, looking with a smile toward his feet in the water. Behind them is an elegant home.

Starkly shifting attitudes amid a historic wealth transfer

What our 2022 Study of Wealthy Americans revealed about differences between generations

Outlook 2023: Back to the (new) future

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Helping philanthropists change the world

Why we’re bullish on the future

Historically, periods of market turmoil have been followed by economic revival. It’s time, says our Chief Investment Office, to create a plan to invest in a potential new era of prosperity ahead.

Why the ‘S’ in ESG is still in focus

In our view, social factors will remain top of mind in the post-crisis world and could help to drive wider acceptance of sustainable and impact investing

Moonshots: Tech that could change the world

A dozen or so radical technologies known as “moonshots” could hold the power to dramatically transform our lives. Here, a fascinating journey into the future of tech.

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How to integrate complex assets into your giving strategy

When your wealth is derived from a family business, real estate or another illiquid asset, supporting the causes you’re passionate about requires planning.

Special CIO Post-election Market Update Call

Tune in at 2:00 p.m. EST on Monday and Friday for the latest insights.

Beyond investment performance: Diversity, equity and inclusion in the investment management industry

Watch this video, to hear from a panel of experts how nonprofit organizations are acting to promote diversity, equity and inclusion in the management of their endowments.

Midterm market effect: What to look for after the election

Our experts provide historical perspective as they discuss possible election outcomes and offer insights on where you might find potential investment opportunities in the months ahead.

Chief Investment Office Interview Series

The Chief Investment Office hosts a new Q&A style interview series on investment industry topics, sectors and trends.

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Cyber Security and Fraud

Insights on protecting against cyber threats

My Financial Picture

Access to a more complete view of your finances

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Art market update: Confidence persists despite headwinds

Auction houses, collectors and other art market participants are optimistic about the state of the global art market, financial markets notwithstanding

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Cybersecurity Awareness Month: Best Practices

It’s easy to stay safe online if you keep these four habits top of mind

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For private foundations and public charities, the investment policy statement is crucial

Board-approved documents outlining financial goals and investment objectives guide endowments and foundations through volatile markets. Here are some tips from Bank of America.

Staying Cyber Secure in a Digital World

Resilience Through Real Assets

A diversifying response to inflation and volatility

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Essentials of a strong cyber response

All companies need to prepare for disruptions caused by cyber crime. Here’s how to get started.

Your frequently asked questions on volatility answered

Historically, down markets have rebounded — these strategies can help you manage risks through today’s ups and downs, says our Chief Investment Office

Weathering the ups and downs of the markets

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What do I need to know about inheritance?

Most heirs face complex decisions — and potential tax consequences. These answers to frequently asked questions can help you prepare before and after you’ve received a gift.

Going paperless

A guide to updating your statement delivery settings

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Retirement planning doesn’t stop when you retire

Some of the most critical decisions come in the run-up to retirement and in the years after. Here are key factors to consider along the way.

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Transition planning for your business

National Nonprofit CEO Roundtable

Watch a distinguished group of nonprofit CEOs share how they lead their teams to achieve bold goals.

Enjoy a secure, integrated digital experience

Simplify your financial life

Buying art is a joy; selling it can be complicated. Here’s how to smooth the way

Is the housing market still hot? What you need to know

Home prices have been up sharply, but rising mortgage rates and low supply have been weighing on the market. What could it mean for buyers and sellers alike?

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The Paycheck Protection Program for business owners

An important update

Helping your neighbor: A story of generosity

How affluent philanthropy expanded during the pandemic

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The 'hard assets' side of estate planning

Allotting family heirlooms is often a surprisingly tough part of dividing up belongings — but can also make for meaningful discussions about what really matters most.

Multigenerational family conversing on couch

The power of family meetings

Sharing your legacy plan with those you care about is a critical step, often skipped. Here’s how to make estate planning conversations with your family most productive.

A mother and father, two children, and the children’s grandparents walk hand-in-hand in a field. The grandmother is carrying a basket.

The surprising (and often misunderstood) ways to protect your family today

Once you debunk the myths, you’ll see that trusts can provide a variety of powerful financial benefits, especially in uncertain times

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Keys to nonprofit success in complex times

Nonprofits are invaluable as they support communities who will suffer due to the combined impact of illness and economic repercussion caused by the virus and current economic volatility.

The long-term case for stocks, with Jeremy Siegel

A calm approach to turbulent markets

More volatility ahead: Your key questions answered

What’s driving today’s sharp market volatility and how long might it last? Our Chief Investment Officer shares insights and offers steps to help soften the impact on your portfolio.

More volatility ahead: Your key questions answered

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How to find the right person to run your family office

Identifying the best candidates starts with defining what’s most important to your family. This checklist can help

The world is changing—should your investments?

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

Don’t count the tech sector out

The Nasdaq has taken a hit this year — but that doesn’t mean you should purge technology stocks from your portfolio, says our Chief Investment Office. Far from it.

Consignment Services

Using our Art Services team to manage the sale of your collection, saving you time and money

Update: Market volatility and the Russia-Ukraine conflict

The conflict and humanitarian crisis in Ukraine continue to evolve by the day. In this update, our experts discuss the latest developments and whether progress toward a solution could be in sight.

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Bringing Black Wall Street back to life

Learn more about Greenwood Rising, transforming the site of a tragedy into a vibrant community hub

Alternative investments: More relevant than ever?

Hedge funds, private equity and real assets could help you manage volatility as you pursue your goals, but they carry some risks. Here’s what you need to know.

Capital Market Outlook - March 13, 2023

March 13, 2023

Capital Market Outlook - March 6, 2023

March 6, 2023

Capital Market Outlook - February 27, 2023

February 27, 2023

Capital Market Outlook - February 13, 2023

February 21, 2023

Capital Market Outlook - February 13, 2023

February 13, 2023

Capital Market Outlook - February 6, 2023

February 6, 2023

Capital Market Outlook - January 30, 2023

January 30, 2023

Give with greater impact

Philanthropy in a time of disaster — preparing, responding, recovering

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Charitable giving services for family offices

Disaster-proof your finances

5 tips to help you recover more easily from a flood, fire or other natural disaster

Stay ahead of student scams

Students can avoid falling for these commons scams and their variations by taking a few deliberate steps

Keep charitable giving alive year-round with a donor-advised fund

Investing in change: 5 sectors to watch

The fiduciary standard

Award winning service and solutions

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Securing the things you connect to the internet

Connected or “smart” devices are fun and convenient — but they can gather and transmit sensitive information about your life and family. Here are steps you can take to maintain household security.

Recreational real estate

Financing a very personal investment

Future tech: Moonshots

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Be cyber secure: Beware of these common business scams

Steps you can take to help defend yourself against phishing and other cyber threats

Business owners checking emails while sitting outside in a cafeteria.

Be cyber secure: Ways to protect your business and your customers

Cyber criminals uncover and target hundreds of new vulnerabilities every minute. Are you prepared?

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How cyber criminals engineer deception online

“Social engineering” combines technology, our willingness to trust and deception to scam us out of money and sensitive data

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Be cyber secure: Do’s and don’ts for your family

Advice for helping protect yourself and your family from cyber threats

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Be cyber secure: Hone your password-writing skills with this quiz

Use these tips to help keep your financial (and other) online accounts safe

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How the next cyber incident may impact you

Entire communities can feel the effects — and bear the costs — when cyber criminals breach a single organization. Here's what each of us can do about it.

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Your art collection as loan collateral

Use the art you own to borrow the funds you need — all without a single work leaving your walls

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Managing your foundation

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Portraits of Legacy: a conversation with David Bohnett

Watch a conversation from our Portrait of Legacy series, exploring the many dimensions of diversity and inclusion through personal stories.

Imposter scams are on the rise: Here’s how to manage the risks

As criminals impersonate trusted figures and set up fraudulent websites, education is the best defense

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Selecting the appropriate charitable vehicle

Keeping your company’s accounts payable efficient — and secure

Digitization and automation are making AP systems more flexible and easier to use. Companies need to weigh the security risks to protect their customers, partners and internal organization from cyber crime.

Illustration of women marching. The figure furthest to the left is in black and white, in old-fashioned clothing from the early 20th century. The next woman in line is in muted colors, with a hairstyle common among African American women in the 1960’s. Towards the right side, the women are in full color, with modern hairstyle and dress. The woman furthest to the right holds a sign that says: “Equal Pay.”

The vote gave women a voice in strengthening their financial rights

See how they've used their power at the ballot box over the last century to make great strides toward financial equality

Collaborative leadership

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The Request for Proposal (RFP)

Finding the right investment service provider for your organization

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The smarter way to give – the Bank of America Charitable Gift Fund (CGF)

Charitable vehicles comparison

Donor-advised fund or private foundation

What could climate change mean for your investments?

Long-term growth forecasts are at risk, says our Chief Investment Office. Consider these three approaches to investing in a cleaner world as you build your portfolio.