Insights

CIO Market Update Audiocast Series​

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

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.

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.

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.

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

Market briefs

Weathering the ups and downs of the markets

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.

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.

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

Going paperless

A guide to updating your statement delivery settings

Helping philanthropists change the world

Amid global challenges, the desire to help others has never been stronger or more necessary, Jennifer Chandler believes

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.

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

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

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

Transition planning for your business

Fair vs. equal

A virtual event, featuring Dr. Karl Pillemer of Cornell University, exploring what’s fair vs. equal when it comes to families and legacy planning.

5 ways to fund your startup

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

How to successfully sell your business

To ensure the sale of your company is ideal for you, your family and firm, consider these five stages of business and personal readiness

Getting ready for a business transition

Business Owner Strategic Services

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.

National Nonprofit CEO Roundtable

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

My Financial Picture

Access to a more complete view of your finances

Private Bank digital capabilities

Relationship led, powered by digital

Protecting your digital assets

Chief Investment Office Wealth Strategy Report October 2021

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?

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.

When help was needed most

How affluent households gave back in 2020

The Paycheck Protection Program for business owners

An important update

An introduction to Credit & Banking Fundamentals

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

Wealth planning for the year ahead

Watch experts discuss how preparedness can be important to your family and financial well-being. For many, this time of transition offers an opportunity to update your wealth & estate plans.

When your children enter the workforce: What now?

Helping your neighbor: A story of generosity

How affluent philanthropy expanded during the pandemic

You’re becoming a grandparent: What now?

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

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.

Art Market Update: Fall 2021

Your 2022 financial checklist: 5 questions to ask your advisor now

Discussing these issues can help you navigate potential risks and opportunities, as well as helping you stay on track to meet your goals this year

Specialty Asset Management

2022 Outlook

How to successfully transfer wealth

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

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.

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.

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

When your children become teenagers: What now?

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

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

Helping your children learn financial responsibility

Market volatility and the Russia-Ukraine conflict

The crisis in Ukraine continues to unfold before our eyes. Here, our experts provide timely insights into the potential geopolitical, economic and market implications.

Surprising resilience of the S&P 500

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

Why the ‘S’ in ESG is getting attention

Heightened awareness of social injustice and social equality could help to drive wider acceptance of sustainable and impact investing

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.

Beyond inflation and the Fed: Why the markets may be volatile this year

The first few weeks of 2022 saw precipitous declines. Our Chief Investment Office examines the causes and offers insights on navigating market ups and downs.

7 lessons for today’s investors

What the global response to the pandemic can tell us about the road ahead – and where to find possible emerging opportunities

Is it time to consider alternatives?

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

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.

Update: Market volatility and the Russia-Ukraine conflict

Panelists discuss the impact on oil prices, inflation, the economy and investment markets—and share their views on how investors can remain calm and focused on their goals at this difficult time.

Inflation: How high for how long?

Prices in the U.S. are rising at their fastest pace in decades. What could it take to turn the corner on inflation — and could there be a positive side to it?

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.

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.

Bank of America Private Bank at Miami Art Week

The “Transwarming” World: A Net Zero Primer

In the global effort to achieve carbon neutrality, investing will be crucial. Here are the benefits of – and obstacles to – reaching net zero.

Understanding the implications of a move to Florida

Frequently asked questions

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.

Giving and racial equity: A starting point

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

Investment management for nonprofits: Outlook 2022

Watch experts discuss the current economic, market and governance trends for endowments and foundations.

Create the future you want

Talking to your family about finances

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.

Three essentials to keeping your email accounts safe from cyber crime

With most organizations still dependent on email, it’s essential to adopt protocols that safeguard access to company accounts and the critical information they contain.

How to protect your company’s cloud deployments

Robust security depends on companies understanding their own security measures should complement the protections offered by cloud service providers

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

Experts answer key questions to help you prepare for rising costs and game-changing innovations transforming the nation’s healthcare system.

Opportunity in today’s volatility

Periodic swings in the market are unlikely to upend this economy, says our Chief Investment Office. Consider them potential opportunities to strategically add to your portfolio.

Essentials of a strong cyber response

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

Capital Market Outlook - September 19, 2022

September 19, 2022

Capital Market Outlook - September 26, 2022

September 26, 2022

Options and opportunities for giving in a changed world

Charitable giving services for family offices​

Capital Market Outlook - September 12, 2022

September 12, 2022

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 - September 6, 2022

September 6, 2022

Disaster-proof your finances

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

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

Investment Strategy Overview

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

Decoding the motivations of America's most influential donors

Give with greater impact

Wealth impact planning 2022: Ways to weather what’s in store in the year ahead

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

Beyond the bucks

Growth strategies of successful women entrepreneurs

Selecting the appropriate charitable vehicle

Collaborative leadership

The Request for Proposal (RFP)

Finding the right investment service provider for your organization

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

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.

Award winning service and solutions

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.

Family office decision

Determining what’s right for your family

Is it time to update your estate plan?

The real value of bonds

The fiduciary standard

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

Investing in change: 5 sectors to watch

Women's Entrepreneurial Journeys

Why you need an estate plan

The roadmap for investing in a sustainable world

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

Managing your foundation

Millennial motivation: a closer look

Recreational real estate

Financing a very personal investment

Ways to unlock capital with your private art collection

Tax Planning In An Era of Change

Tax Alerts and Resources

Women's entrepreneurial journeys: executive summary

Be cyber-secure: Beware of these business email scams

Steps you can take to defend against phishing, smishing and other forms of cyber threats

Avoiding a ransomware lockout

Cybercriminals 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.

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

Consider setting up a virtual private network and these 5 other tips to help protect against cyber criminals

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?

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

Stay ahead of student scams

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

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

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

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

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.

Navigating your sale

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.

A Woman's Entrepreneurial Journey: The ActOne Group

A Woman's Entrepreneurial Journey: Creative Kids Learning Center

Fine tuning your business

A Woman's Entrepreneurial Journey: Austin Cocktails

A Woman's Entrepreneurial Journey: EvolveMKD

Beyond the Bucks

The owner's emotional journey

Keeping the family in the family business

Realizing your philanthropic vision

Featured

Account Access

What is Socially Innovative Investing?

The value of giving together: Family matters

Commercial real estate financing

Customized yacht financing

Specialty Asset Management

Customized Aircraft Financing

Meeting your life goals with customized lending

Investing in one of our most valuable assets

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

When children turn 18: What now?

Audiocast

Your Art Collection And Legacy Planning