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Market briefs

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Where generational views differ on estate planning

Trusts, inheritance for heirs, and open discussions are all more popular with the next gen.

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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.

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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.

The value of having a corporate fiduciary on your side

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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.

Private Bank Online
Domestic Wire Transfers

The great wealth transfer: Is your family ready?

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

Climate risk and the markets: 5 key questions answered

female engineer on a tablet in a server room

Cyber Security and Fraud

Insights on protecting against cyber threats

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

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My Financial Picture

Access to a more complete view of your finances

A young African schoolgirl in a red sweater uniform smiling while balancing a stack of books on her head in a library.

Helping philanthropists change the world

Private Bank's head of Philanthropic Solutions reflects on the power of giving to address the world's challenges.

Investing in an inclusive global art community

Bank of America is partnering with TEFAF New York to support a thoughtful and transparent forum for art, collecting and exchange in the global art world.

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Should your nonprofit find an outside investment manager?

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Giving and racial equity: A starting point

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

Going paperless

A guide to updating your statement delivery settings

Business man at his desk looking out the window.

Transition planning for your business

The EV Revolution

Making charitable giving more tax-efficient

Harvesting your portfolio’s gains can help your philanthropic dollar go farther — and potentially lower your tax bill. Here’s how you can make this strategy a regular part of your wealth planning.

You’re becoming a grandparent: What now?

daughter with parents

When you enter the workforce: What now?

Outlook 2023: Investment management for nonprofits

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. 

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.

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.

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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.

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

Emerging opportunities to help build a more sustainable world

Three Bank of America leaders discuss how innovations in policy, technology and risk assessment are helping the public and private sectors invest in solutions for climate change

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Lending art and collectibles to museums

Artificial intelligence: A real game changer

After decades of expectation, machines that think, learn and create are poised to transform the economy, the markets and our lives

Five green shoots sprouting from the earth

Stop waiting for the recession — get ready for the next bull market

Moves to consider now as you navigate today’s uncertainty and position your investments for potential future growth

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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.

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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.

When help was needed most

How affluent households gave back in 2020

Midyear 2023: What’s driving today’s resilient economy?

Despite a number of conflicting signals, the U.S. economy and markets had a strong first half of the year. Here’s what to watch for next.

Boost your financial fitness

‘Don’t wait to start investing’ and other tips to help women of all ages make the most of opportunities on the road to financial independence

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Midyear 2023: How to prepare for what’s ahead

National Nonprofit CEO Roundtable

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

Art market update: Spring sales will test market resilience

After robust sales increases in both 2021 and 2022, sellers at May’s New York auctions are eager to see how buyers react to this year's unsettled economy.

Investment governance for the post-pandemic world

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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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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.

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Nonprofit Investment Management

Balancing Short and Long Term Objectives

Thanks, Mom, for all the great financial advice!

The long-term case for stocks, with Jeremy Siegel

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.

How much is too much cash in your portfolio?

You may be tempted to increase your cash holdings when interest rates rise or markets become volatile. These insights can help you understand the risks as well as the benefits.

Private Bank digital capabilities

Relationship led, powered by digital

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From Volatility to Opportunity

Finding stability and growth in real assets

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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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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

A person on a bike, riding through a dirt path of a green field.

Is it time to consider alternatives?

Investors seeking returns and yield uncorrelated to those of stocks and bonds can find new options and potential opportunities in alternative investments, says Bank of America’s head of Alternative Investments, Specialty Asset Management and Investment Solutions Specialists, Nancy Fahmy

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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.

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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.

Where thought finds leadership

Uncover powerful perspectives on global financial trends from Bank of America Institute.

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Surprising resilience of the S&P 500

Through inflation, recessions, overseas tensions and other volatile market events, this decades-old index has continually reinvented itself, historically tracking solid returns. What’s the secret to its durability?

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.

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5 ways to fund your startup

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

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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

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

Exploring options for tax payments

Estate planning for a digital world

Talking to your family about finances

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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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

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.

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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

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2023 Bank of America Study of Philanthropy

Charitable Giving by Affluent Households

Capital Market Outlook - September 18, 2023

September 18, 2023

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

Capital Market Outlook - September 11, 2023

September 11, 2023

Capital Market Outlook - September 5, 2023

September 5, 2023

Capital Market Outlook - August 28, 2023

August 28, 2023

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

Capital Market Outlook - August 21, 2023

August 21, 2023

Capital Market Outlook - August 14, 2023

August 14, 2023

Mature couple discussing where to hang artwork

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

Capital Market Outlook - August 7, 2023

August 7, 2023

Capital Market Outlook - July 31, 2023

July 31, 2023

Capital Market Outlook - July 24, 2023

July 24, 2023

Capital Market Outlook - July 17, 2023

July 17, 2023

Capital Market Outlook - July 10, 2023

July 10, 2023

Capital Market Outlook - June 26, 2023

July 3, 2023

Capital Market Outlook - June 26, 2023

June 26, 2023

Capital Market Outlook - June 20, 2023

June 20, 2023

Give with greater impact

Capital Market Outlook - June 12, 2023

June 12, 2023

Capital Market Outlook - June 5, 2023

June 5, 2023

Capital Market Outlook - May 30, 2023

May 30, 2023

Capital Market Outlook - May 15, 2023

May 22, 2023

Alternative Investments can help you pursue your goals across market cycles

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.

Professional holding a compass

Charitable vehicles comparison

Donor-advised fund or private foundation

Bank of America Private Bank was recognized as the 2023 largest U.S. Outsourcing Manager for Endowment Assets and for Foundation Assets by Pensions & Investments.

Award winning service and solutions

Recognized as the 2023 largest U.S. Outsourcing Manager for Endowment Assets and for Foundation Assets

Sun setting over a vineyard

Recreational real estate

Financing a very personal investment

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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Collaborative leadership

A multi-generational family at the beach

Family office decision

Determining what’s right for your family

Two Hands with Heart in One hand

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

Professionals around a conference table.

Managing your foundation

engineer working at his desk

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.

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

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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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

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

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The fiduciary standard

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The Request for Proposal (RFP)

Finding the right investment service provider for your organization

Investing in change: 5 sectors to watch

People walking in and out of the entrance to the TEFAF European Fine Art Fair

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

Bank of America supports community of gallerists and collectors at TEFAF New York

Millennial motivation: a closer look

Why you need an estate plan

Stay ahead of student scams

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

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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.

Future tech: Moonshots

A woman looks intently at her computer screen.

Be cyber secure: Beware of these common business scams

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

A father and son leaned over a table, looking at a laptop computer together.

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

Advice for helping protect yourself and your family from cyber threats

red wire computer lock resting on a keyboard

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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Selecting the appropriate charitable vehicle

Group rowing a boat

Navigating your sale

Scenic view of a field of plants on a farm

Specialty Asset Management

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Investing in one of our most valuable assets

How farms and timberland can help you add balance to your portfolio

Violin on a table

Fine tuning your business

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Realizing your philanthropic vision

Rows of bamboo trees

What is Socially Innovative Investing?

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Customized yacht financing

Modern apartment complex

Commercial real estate financing

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Meeting your life goals with customized lending

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Customized Aircraft Financing

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Featured

Account Access

Several members of a nonprofit board meeting around a desk in a conference room

How a governance budget can empower you

Let's Talk Alts

Risk tolerance: What is it — and how can I measure it?

Sustainable and Impact Investing: More than just a feel-good approach

3 key LGBTQ+ healthcare concerns — and ways to prepare

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