Skip to Content
Bank of America Coronavirus Resource Center See details
Email
Contact us
Menu

Insights

130 Results

Themes

Thematic Research

Segments

microphone and a pair of headphones

CIO Market Update Audiocast Series​

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

A group of professionals having a business meeting in a conference room.

Investment Spotlight – Best Practices for Foundation & Endowment Management

Experts discuss how nonprofit leaders are addressing strategic issues related to investing, spending and governance.

Capitol Building

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.

Coming soon: Higher taxes? Here’s how you can prepare

While it remains to be seen whether Congress will pass tax hikes this year, these insights can help you assess and potentially minimize possible impacts on your finances

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

female engineer on a tablet in a server room

Cyber Security and Fraud

Insights on protecting against cyber threats

Aligning purpose with planning

Explore how women are driving change in the world while leaving a lasting legacy

Illiustration of several arrows

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

daughter with parents

Helping your children learn financial responsibility

Shot of a carefree elderly man cutting up a chicken to serve to the rest of the family at lunch during the day

A conversation on family & legacy: how the wisest families can preserve what matters most

Watch panelists explore family, legacy and happiness, and pose the question - how might our actions today impact generations to come?

Young asian woman uses digital tablet on virtual visual screen at night

The future of work and how it will change our lives

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

A polar bear swimming

Sustainable & Impact Investing

Insights on investing in the momentum of a changing world

A conference room overlooking a cityscape

Boot camp for investment committees: fundamentals for success

Watch our boot camp on best practices for successful endowment and foundation investment committees.

Midyear update: The economy roars back

What could investors expect next? Here’s a look at potential opportunities — and risks to watch for — through year end and into 2022.

daughter with parents

When your children enter the workforce: What now?

Stimulus economic tax return check and 1040 Form with a 100 dollar bill

Government Stimulus, Taxes and Your Investments

April 12, 2021

4 investment themes to explore as the economy rebounds

A new report highlights several potential long-term opportunities coming out of the pandemic — and identifies risks that could slow recovery

What municipal bonds offer investors in today’s markets

Possible future tax hikes and improving credit quality could make these tax-exempt investments an attractive option to consider, says our Chief Investment Office

The United States capitol builing on a sunny day. Washington D.C., U.S.A.

The Paycheck Protection Program for business owners

An important update

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.

Preparing for Higher Inflation: What Investors Need to Know

Rising prices have major implications for the equity and fixed income markets. These insights can help as you review your portfolio.

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.

Front Steps and Columns of the Supreme Court

Wealth planning under the Biden administration

Watch a conversation on wealth planning, led by members of Bank of America Private Bank, the Chief Investment Office and Bank of America's Public Policy team.

Gay Pride Parade-People marching with a large Flag

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.

Ariel view of a suburban neighborhood

Helping your neighbor: A story of generosity

How affluent philanthropy expanded during the pandemic

a school of fish swimming over a reef in the ocean

Could it be time to consider sustainable investing?

As the world changes, investors find themselves at a crossroads.

close up of tax form 1040

Could a capital gains tax hike affect your investments?

The proposed increase might not apply to everyone, but the broader market could be impacted. Now may be the time to review your portfolio, says our Chief Investment Office.

Businessman looking at a illustration of the world with various infographics overlayed

Re-shoring. A Revolution?

Examining the transformation of global trade and the widening scope of re-shoring

sky reflecting in a lake with mountains in the background

Perspectives podcast

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

Mother and daughter having breakfast in a kitchen

Conversations on planning your family’s legacy

Audiocast

Hands and colorful powders of different people from the Holi Festival.

It’s time to diversify diversity

A new diversity and inclusion primer from BofA Global Research highlights the importance of giving everyone a voice—and a seat at the table—in companies around the world

Enjoy a secure, integrated digital experience

Simplify your financial life

microphone on a desk

The Listening Room

Virtual discussions exploring today’s environment and the way forward

An illustration of a bird flying with an anvil attached by a string

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.

A boat approaching a bridge at sunset

The journey to a sustainable portfolio

A conversation on sustainable investing, featuring experts from the Chief Investment Office and BofA Global Research.

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

Headshot of Ethan Harris, Head of Global Economics, BofA Global Research

BofA Global Research: Global Macro Snapshot​

Weekly takeaways related to global & regional economies, policies & markets

Father and daughter at a table with mother in the background

Create the future you want

Market Volatility over the Screen

The Latest on the Markets and the Economy

Timely insights to help you manage risk when markets shift.

Polar bear swimming in water

The world is changing—should your investments?

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

Group of professionals sitting at a table in a conference room looking at a tablet.

Equity and Economic Mobility: The Role of Philanthropy

Join our panel of experts for a discussion on grantmaking, and how programmatic and impact investment strategies can be used to create pathways for inclusion and economic mobility.

A shadowed construction site and digital rendering of the building in progress layered together.

Opportunities in Real Estate

In the wake of a topsy turvy year for real estate, our experts explain what lies ahead for what may be a changing — yet still essential — asset class.

Close-up of hydrogen atom with atomic mass of “1.00794” and electron configuration of 1s¹ at the top left, and atomic number of 1 at the top right. The hydrogen symbol “H” is in the middle, along with “Melting point (C): -259.14” and “Boiling point (C): -252.87.” “HYDROGEN” and “Latin name: Hydrogenium” are also written on the atom.

Game changer: How green hydrogen could fuel our future

A number of converging factors are shining a light on hydrogen’s potential to revolutionize the global energy industry and help solve the climate crisis

Man on phone with art propped against the wall

Art Market Update: Spring 2021

The art market’s return post pandemic

Black canvas with multicolored hand prints.

Giving and racial equity: A starting point

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

Michelle Meyer, Head of U.S. Economics BofA Global Research

BofA Global Research: The Economics of Reopening

What health and economic data can tell us about reopening the U.S. for business

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.

How to avoid telephone scams

Criminals use phone calls, called “vishing,” or voice phishing, to steal information and money. Here’s how you can avoid falling for the latest tricks.

Mother working at home with her children nearby

The New Normal—Looking beyond stocks and bonds

Wealth Planning 2021: Ways to Weather What’s in Store in the Year Ahead

Statue of a lion in front of a museum

Bank of America’s Masterpiece Moment

Watch our video series that celebrates great works of art from museum collections across the United States

/content/dam/ust/articles/bodyimages/BlackWallStreet-insights.jpg

Bringing Black Wall Street back to life​

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

Talking to your family about finances

A photo collage of solar panels, wind turbines and shipping containers.

The Promising Power of Green Hydrogen

Could the most abundant element in the universe hold the answer to the world's growing energy needs—and help solve the climate crisis? Here's why the answer could be yes.
Picture of Hidde van Seggelen, TEFAF Chairman of the Executive Committee

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

Hydrogen atoms juxtaposed over an image of the Earth, with windmills in the foreground. The text “HYDROGEN,” “ECO,” “H2,” “POWER,” and part of the word, “RENEWABLE” overlay the graphic.

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.

Farmland at Sunset

Real Assets in Challenging Times

Investing in a brighter tomorrow

Business man at his desk looking out the window.

Transition planning for your business

Capital Market Outlook -September 20, 2021

September 20, 2021

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

Capital Market Outlook -September 13, 2021

September 13, 2021

Capital Market Outlook -August 30, 2021

September 7, 2021

Capital Market Outlook -August 30, 2021

August 30, 2021

lighting at the end of a country road

Disaster-proof your finances

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

Capital Market Outlook -August 28, 2021

August 23, 2021

Capital Market Outlook -August 16, 2021

August 16, 2021

Capital Market Outlook -August 9, 2021

August 9, 2021

Capital Market Outlook -August 2, 2021

August 2, 2021

Happy volunteer looking at donation box.

Philanthropic services for family offices​

Close up illustration of a stock market financial growth chart.

Investment Strategy Overview

The Chief Investment Office (CIO) outlook on the economy, the markets, investment trends, portfolio considerations and asset-class weightings.

A woman outside with headphones on looking at her mobile device.

Gen Z to the world: watch out, here we come

The generation entering adulthood is rewriting social & economic norms

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

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.

The U.S. Capital building

Tax Planning In An Era of Change

Tax Alerts and Resources

A multi-generational family at the beach

Family office decision

Determining what’s right for your family

5 Tax moves to consider now

Financial steps that make sense when markets — and interest rates — drop

Professionals having a discussion at a conference table

Social Equality And Inclusion

Investing in diversity for economic and social benefit

Be Cyber-Secure: Beware of These Business Email Scams

Woman looking at a cityscape

Why gender lens investing can be good for the world — and your portfolio

The movement toward greater gender equality is impacting every level of society, and investors are taking note

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

Conducted in partnership with the Indiana Lilly Family School of Philanthropy

a businesswomen at a table

Beyond the bucks

Growth strategies of successful women entrepreneurs

Woman working on a project

Women's Entrepreneurial Journeys

Businessman holding a queen chess piece on a block

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

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

image of a tree roots

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

Conscious Consumerism

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

Mature female gardener taking care of potted plants and watering them in a greenhouse.

Family Matters

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

Is it time to update your estate plan?

Why you need an estate plan

Group looking at a laptop

Collaborative leadership

a hand blocking rows of dominoes from falling

Obey the rules or pay the price

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

The Great Pandemic Legacy: A Stronger Global Economy

The Request for Proposal (RFP)

Finding the right investment service provider for your organization

Professionals around a conference table.

Managing your foundation

Map of the world folded

Cyber Security

From our social media accounts to our medical records, much of our most personal information is readily available online. But who has access to it, and how can we protect ourselves from the growing threat of cyber crime? We explore the challenges and offer guidance for keeping our digital lives safe.

Compass on a black background

The Fiduciary Standard

man stands addressing colleagues at a meeting

Millennial motivation: a closer look

A person tapping the navigation bar on a laptop with strands of 1-0 code in foreground.

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.

Sun setting over a vineyard

Recreational real estate

Financing a very personal investment

Photo of a girl adjusting a home thermostat with family in background.

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.

red wire computer lock resting on a keyboard

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.

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?

Overhead photo of a woman carrying a moving box.

New needs, low interest rates: An opportune time to borrow

professionals having a conversation in front of a painting

Your art collection as loan collateral

Graphic of an ornate gold frame on a red background. The painting inside of the frame is of a landscape with several walking paths, a gate, and tall trees. In the middle of the painting is a lock, with the hole shining bright, as if there’s a light on the other side peeking through. Below the frame is a golden key with a golden dollar sign as the bit

Ways to Unlock Capital With Your Private Art Collection

The rising tide of gender equality in wealth management

A group of women in an office

Women's entrepreneurial journeys: executive summary

Two Hands with Heart in One hand

Keep the joy of giving alive year-round with a donor-advised fund

Beyond the Bucks

Photo of a man leaning over a desk in his home office. He is holding documents with one hand and typing on a laptop with the other hand.

Be cyber-secure: Best digital practices for businesses

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

Scenic view of a field of plants on a farm

Specialty Asset Management

Father going over finances with his daughter

The power of positive teaching

Image of a mom and daughter laughing

When children turn 18: What now?

Audiocast

Beyond the Bucks

Woman at a table using her phone

Featured

Account Access

A globe in a green zone

Investing in a low-carbon economy

By seeking out more environmentally efficient operators, investors can help offset carbon risk and potentially improve risk-adjusted returns.

Two ladies discussing notes

Keeping the family in the family business

The bow of a boat at sea

Customized yacht financing

Modern apartment complex

Commercial real estate financing

workforce around a conference table with global imagery as a backdrop

A Woman's Entrepreneurial Journey: The ActOne Group

Group of school children

A Woman's Entrepreneurial Journey: Creative Kids Learning Center

A mojito with rosemary

A Woman's Entrepreneurial Journey: Austin Cocktails

Woman comparing her phone and laptop

A Woman's Entrepreneurial Journey: EvolveMKD

Person helping bridge a path with blocks

Realizing your philanthropic vision

Overhead shot of a farmhouse and barn

Investing in one of our most valuable assets

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

Woman contemplating

The owner's emotional journey

private jet flying with sun in the background

Customized Aircraft Financing

Paintbrushes on a canvas

Your Art Collection And Legacy Planning

Explore more insights
Back to top

Investing involves risk. There is always the potential of losing money when you invest in securities.

 

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

 

Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

 

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

 

Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A.

Connect with us: 1.800.878.7878

Investment products:

Are Not FDIC Insured
 Are Not Bank Guaranteed
 May Lose Value



Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

 

Bank of America, N.A., Member FDIC. Equal Housing Lender House icon

©  Bank of America Corporation. All rights reserved.

3390312-EXP-2022-01-05

Connect with us: 1.800.878.7878

TOP
X
Continue Return to
Bank of America Private Bank