Insights

CIO Market Update Audiocast Series​

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

Market Updates

Strong fundamentals create a basis for a potential strong recovery, the Federal Reserve has been up to the task, and all eyes are on king dollar.

The Paycheck Protection Program for business owners

An important update

Tax Planning In An Era of Change

Tax Alerts and Resources

Transition planning for your business

Giving and racial equity: A starting point

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

Q&A: New Energy Behind Green Hydrogen

The heightened interest in this renewable energy is no hype. Learn how it can bolster energy supplies while cutting harmful emissions around the world.

The Promising Power of Green Hydrogen

There's growing evidence that more and more companies are relocating production back home. What effects could this "reshoring" shift have on the global economy, and could it ultimately spark a manufacturing renaissance here in the United States?

Options and Opportunities for Giving in a Changed World

Conversations on planning your family’s legacy

Audiocast

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

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.

The New Normal—Looking beyond stocks and bonds

A Conversation with The European Fine Arts Foundation Chairman Hidde van Seggelen

Helping your children learn financial responsibility

Managing your art collection in a new age

The Markets and Presidential Elections

What history tells us about market performance before—and after—previous elections

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.

Avoiding a Ransomware Lockout

Cyber criminals routinely attempt to hold businesses hostage with malware that encrypts data and can freeze an organization’s network. Here’s how you can make it harder for them to succeed.

CIO Outlook on Sustainable Investing

Women Invested: Navigating the New Realities

Moderated by award-winning journalist Soledad O’Brien, our new three-part virtual event series explores the pressures and opportunities women are presented with in today’s environment.

Be Cyber Secure: Protecting Your Family Online

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

The Growing Role of ESG

A Q&A explaining why companies with strong ESG policies can be more resilient during times of crisis than their peers

What could be behind the rising interest in sustainable investing?

Investors concerned about climate change, gender inequality and a range of other issues now have access to more data and information about the risks and potential rewards of sustainable investing

Why ESG matters—now more than ever

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

Art Market Update

Tectonic Shifts in Global Supply Chains

What a move toward deglobalization could mean for investors and companies

Reshoring: The Next Great Global Trend

There's growing evidence that more and more companies are relocating production back home. What effects could this "reshoring" shift have on the global economy, and could it ultimately spark a manufacturing renaissance here in the United States?

How Women Give—and Invest—for Change

American women are seeing real progress when it comes to financial equality and empowerment, despite a still persistent wage gap.

At Home with the New Consumer

The pandemic has upended our lives, even altering our spending habits. Bikes and in-home entertainment are in; restaurant spending is out. Are these shifts temporary, or more permanent? And what could they mean for economic growth? Our experts take a look.

Midyear Outlook: A Time of Challenge—and Opportunity

What just happened? What might come next? Watch as top thought leaders explore challenges and opportunities of a year like no other.

Consider the Alternatives—Beyond Stocks & Bonds

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

Create the future you want

Life After the Coronavirus

The pandemic is already accelerating a number of global trends—from the role of technology to climate change and the food we eat. Our experts fast forward to 2022 and explore how and why the economy, the markets and our lives could be dramatically different.

A Conversation with Sotheby’s CEO

The art world is responding to the current environment of social distancing with accelerated and expanded digital delivery.

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 Road to Recovery

As the economy gradually begins to reopen, there are still many questions about what shape the recovery will take. Our experts share insights into the signs they're watching for this year and in 2021—and why they're finding some surprising reasons for optimism.

The Power of Real Assets

Investments with Tangible Worth and Intangible Value

Is it time to update your estate plan?

Sustainability Now—and Beyond the Current Crisis

In this time of crisis, some investors may be wondering if sustainable investing has taken a backseat to the emergencies of the day. The short answer is no; in fact, recent events have shown that sustainability may be more important today than ever before.

Special AudioCast on Coronavirus, the Markets and Economy

In this special audiocast, leaders from across Bank of America share important insights on what we currently know about the coronavirus and its potential impact on the markets and the economy.

Coronavirus and the Markets

The pandemic has disrupted the economy and caused unprecedented market volatility. We take a look at what it all means for your investments and financial life.

Geena Davis's Mission: Tackling Gender Bias On Screen—and Off

Perspectives podcast

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

Capital Market Outlook - November 2, 2020

November 9, 2020

Capital Market Outlook - November 2, 2020

November 2, 2020

Capital Market Outlook - October 26, 2020

October 26, 2020

Capital Market Outlook - October 19, 2020

October 19, 2020

Capital Market Outlook - October 13, 2020

October 13, 2020

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

Wealth planning for shortened life expectancies and senior family members

Collaborative Leadership

The Global Fight for Water

As the Earth’s supply continues to drain, the impact of the global water crisis grows more severe. Here’s a look at the numbers behind the problem.

Philanthropic Services for Family Offices

Disaster-Proof Your Finances

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

Women's Entrepreneurial Journeys

Beyond the bucks

Growth strategies of successful women entrepreneurs

Be Cyber-Secure: Beware of These Business Email Scams

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?

Do you need an estate plan?

Be cyber-secure: hone your password security writing with a quiz

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

Your art collection as loan collateral

Are you ready for the 2020s?

From demographic shifts to tech innovation and climate change, the coming decade promises to transform the world. Here's what investors need to know.

Market Decode: Is Impact Investing Right for You?

Discover how to invest in a way that can bring about positive effects in today’s changing world.

4 Benefits of Donor Advised Funds for Charitable Giving

Donor-advised funds could allow you to lower your tax burden this year while you plan future philanthropy

Cyber Security

Women Ri$ing

Magazzino for Italian Art: A Passion for Art & Philanthropy

Nancy Olnick and Giorgio Spanu’s “warehouse” of Italian art is a thriving hub for exhibits, lectures, performance and community building

The 2018 U.S. Trust Study of High Net-Worth Philanthropy

Family office decision

Determining what’s right for your family

Why Gender Lens Investing Can Be Good for the World—and Your Portfolio

The movement toward greater gender equality is creating benefits at every level of society. And investors are taking note.

The Request for Proposal (RFP)

Finding the right investment service provider for your organization

Obey The Rules Or Pay the Price

Private foundations that fail to abide by certain regulations can be subject to financial penalties

Philanthropy – The Road Ahead

Moving your non-profit organization forward in this complex time

Social Equality And Inclusion

Investing in diversity for economic and social benefit

10 Things You Need to Know About the SECURE Act

New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

Conscious Consumerism

Exploring how the convergence of for-profit and philanthropy impacts the charitable sector

Recreational real estate

Financing a very personal investment

Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund

100 Years Ago, Women Won the Vote—and a Voice in Strengthening Their Financial Rights

“THERE WILL NEVER BE COMPLETE EQUALITY until women themselves help to make the laws and elect the lawmakers,” argued Susan B. Anthony, a leader in America’s women’s suffrage movement.

Young Philanthropists Are Changing How Families Give

A new survey reveals family foundations increasingly focused on social issues

Family Matters

Cultivating human capital, financial capital and innovation across generations in family businesses

Turmoil in the Oil Markets: What it Means to You

With the current crisis driving oil prices to their lowest level in decades, and oil piling up in barrels and tankers around the world, investors, including owners of oil and gas rights, may have to consider their options

The Roadmap for Investing in a Sustainable World

Millennial motivation: a closer look

Beyond the Bucks

The power of positive teaching

Could companies that value workplace inclusion fare better in times of crisis—and beyond?

The New Normal—Wealth Structuring​

Charitable vehicles comparison

Donor-advised fund or private foundation

What is Socially Innovative Investing?

Be Cyber-Secure: Best Digital Practices for Businesses

Ideas to help you protect yourself and your business in the current environment.

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

Specialty Asset Management

Commercial Real Estate Financing

5 Tax moves to consider now

Selecting the appropriate charitable vehicle

The New Normal—Sustainable & Impact Investing

Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, discusses his take on the economy, investing during challenging times and some practical ideas to help you prepare for whatever the future brings.

Investment Spotlight

Investment Strategy Overview

Your Art Collection And Legacy Planning

The Forces Driving Corporate Sustainability

Keeping The Family In The Family Business

Featured

Account Access

Investing In A Low-Carbon Economy

When children turn 18: What now?

Audiocast

What Could Near-Zero Interest Rates Mean for Investors?

Your key questions about navigating today’s low-rate environment answered

Beyond the Bucks

Customized Yacht Financing

Solving the Climate Crisis: Five Areas That Could Make a Difference

A Reminder to Look Ahead

A Woman's Entrepreneurial Journey: The ActOne Group

Planning Considerations in a Challenging Environment

This Tax Bulletin highlights various planning techniques that may be appropriate for you to consider.

A Woman's Entrepreneurial Journey: Build-A-Bear Workshop

A Woman's Entrepreneurial Journey: Austin Cocktails

How Has Sustainable Investing Been Doing During Current Volatile Markets?

It may actually be proving its staying power – here are two reasons for its current strong showing

Case Study: Strategic Planning

The New Normal

Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, discusses his take on the economy, investing during challenging times and some practical ideas to help you prepare for whatever the future brings.

A Woman's Entrepreneurial Journey: EvolveMKD

A Woman's Entrepreneurial Journey: Creative Kids Learning Center

Managing Your Private Foundation

Practical Drafting®

The Owner's Emotional Journey

Realizing your philanthropic vision

The Fiduciary Standard

Customized Aircraft Financing