Insights for Financial Decisions, Market Updates & Trends

Looking toward a new era of growth

Hear our experts discuss their outlook for 2024 and learn steps you could take now to prepare.

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Outlook 2024: Positioning yourself for future growth

After years of market turmoil, the Chief Investment Office sees a new normal emerging and an economic expansion building. Here’s how to navigate the crosscurrents.

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.

The Planning Center of Excellence

As your wealth grows, the Planning Center of Excellence offers expert insights and strategies. From advanced gifting to protecting your legacy, we’re here to guide your financial journey.

Wealth Strategy Report

Inflation, market volatility and elevated interest rates: Tax consequences and favored planning techniques

Climate risk and the markets: 5 key questions answered

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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.

Inflation and your taxes: What you need to know

Though prices have begun to moderate, inflation adjustments already made for tax year 2023 (and anticipated for 2024) could affect how much Federal income tax you owe. These strategies can help.

4 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.

Global elections and the markets: What to expect in 2024

More than 40 national elections are scheduled worldwide next year. Here’s what they could mean for your investments.

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Giving with purpose

How affluent households contributed in 2022

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.

How much is too much global debt?

At today’s higher interest rates, debt is climbing to record levels. Find out what that could mean for corporate earnings and the markets in 2024.

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.

You’re becoming a grandparent: What now?

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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.

Will the 'Great Wealth Transfer' transform the markets?

As trillions in assets flow to heirs over the next two decades, their investing preferences could create new opportunities. Some trends are already emerging.

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From Volatility to Opportunity

Finding stability and growth in real assets

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Market briefs

Talking to your family about finances

Creating an efficient back office for your family office

My Financial Picture

Access to a more complete view of your finances

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.

Art market update: A new equilibrium

In 2023, as auction sales stabilize from their previous highs, the art market is undergoing a transformative shift. Explore how the art market is evolving with more conservative pricing, risk management, and a soaring demand for A+ works that are shaping the art market's landscape and stay ahead.

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Selling to employees: the underappreciated exit strategy

How to protect your cloud deployments

Robust security depends on understanding the security measures that complement the protections offered by cloud service providers

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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.

Today’s housing bear market: Are there silver linings?

Rising interest rates have been contributing to a sharp slowdown in housing. Here’s what to watch for next.

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.

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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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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

Private Bank Online
Domestic Wire Transfers

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Cyber Security and Fraud

Insights on protecting against cyber threats

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Starkly shifting attitudes amid a historic wealth transfer

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

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Helping philanthropists change the world

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

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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

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Transition planning for your business

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.

Outlook 2023: Investment management for nonprofits

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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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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.

When help was needed most

How affluent households gave back in 2020

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

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

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

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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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.

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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

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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.

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.

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

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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

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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

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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

Capital Market Outlook - December 4, 2023

December 4, 2023

Capital Market Outlook - November 27, 2023

November 27, 2023

Capital Market Outlook - November 20, 2023

November 20, 2023

Capital Market Outlook - November 13, 2023

November 13, 2023

Capital Market Outlook - November 6, 2023

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Capital Market Outlook - October 23, 2023

October 30, 2023

Capital Market Outlook - October 10, 2023

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Capital Market Outlook - October 23, 2023

October 23, 2023

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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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2023 Bank of America Study of Philanthropy

Charitable Giving by Affluent Households

Capital Market Outlook - October 2, 2023

October 16, 2023

Capital Market Outlook - October 2, 2023

October 2, 2023

Capital Market Outlook - September 25, 2023

September 25, 2023

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

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

Give with greater impact

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.

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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

Award winning service and solutions

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

Stay ahead of student scams

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

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

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Managing your foundation

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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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Selecting the appropriate charitable vehicle

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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.

Charitable vehicles comparison

Donor-advised fund or private foundation

Recreational real estate

Financing a very personal investment

Collaborative leadership

A multi-generational family at the beach

Family office decision

Determining what’s right for your family

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

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

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

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

Millennial motivation: a closer look

Why you need an estate plan

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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

Navigating your sale

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Managing your family legacy through a family office

Families with extensive assets and responsibilities may find that a dedicated, expert staff can help relieve the pressures and unlock the opportunities of wealth.

A look under the hood of the IRA

During a recent event, Omer Farooq, Head of Sustainable Asset Finance, Bank of America, explained key elements of the Inflation Reduction Act. Watch to learn about a sea change for businesses small, medium and large

Your child is turning 13. What now?

The early teen years are an opportune time for parents and grandparents to share important lessons about financial management, build on what your 13-year-old already knows about money and set them up for lifelong financial success.

Fine tuning your business

Making sense of today’s fixed income market

Rising interest rates, inflation and other factors have shifted the landscape for fixed income investors. Watch our video for ideas on how to navigate this new environment.

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Specialty Asset Management

Investing in one of our most valuable assets

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

When oceans collide

The Chief Investment Office sees a new era of growth and potential investment opportunities emerging from today's shifting economic tides. Watch this video for insights into what this could mean for you.

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Realizing your philanthropic vision

What is Socially Innovative Investing?

Customized yacht financing

Commercial real estate financing

Meeting your life goals with customized lending

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Customized Aircraft Financing

Featured

Account Access

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

How a governance budget can empower you

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What corporate executives need to know about wealth planning

Careful planning can help executives diversify their assets and plan for retirement while achieving their estate and charitable goals.

Art and your estate plan

Careful planning could help you achieve your wealth transfer goals without giving up the collections you adore.

Planning your charitable legacy

A deliberate, strategic approach to giving can help maximize tax advantages while expanding your support of nonprofit organizations.

Three people looking at a laptop in a manufacturing shop.

Protecting your business and your wealth

A succession plan charts a path for your eventual departure from your business, reducing uncertainty for future stakeholders while helping you achieve goals for your business and family.

Large, diverse family at a table in a restaurant.

Estate planning for the whole family

Why full family engagement is essential to achieving your wealth transfer goals.

Are you a Trustee?

What rising geopolitical tensions could mean for the markets and economy

Chief Investment Officer Chris Hyzy asks several experts about today’s volatile global situation and the steps investors might consider taking now

How to avoid cyber-enabled investment scams

Criminals are using advanced technology tactics to defraud you of money and data. These tips can help protect you and your family.

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