Insights

CIO Market Update Audiocast Series​

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

CIO Outlook on Sustainable Investing

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.

The Paycheck Protection Program for business owners

An important update

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.

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.

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.

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

Art Market Update: Spring 2021

The art market’s return post pandemic

Giving and racial equity: A starting point

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

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.

The New Normal—Looking beyond stocks and bonds

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

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.

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

First 200 Days: What Investors Need to Know

A new administration—a new path forward for the economy and the global health crisis. What might the first 200 days of the Biden presidency bring and how could investors prepare?

Talking to your family about finances

A new administration—and what it might mean for investors

Outlook 2021: how to prepare for the year ahead

After a tumultuous 2020, these insights could help you position your investments for economic recovery

Managing your art collection in a new age

Conversations on planning your family’s legacy

Audiocast

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?

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.

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.

Life After the Coronavirus

The pandemic is accelerating a number of global trends—from the growing prevalence of technology to changes in how and where we source the food we eat. Our experts fast forward to 2022 and explore the many ways the economy, the markets and our lives could be dramatically different.

The Markets and Presidential Elections

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

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.

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

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.

Real Assets in Challenging Times

Investing in a brighter tomorrow

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

Transition planning for your business

Create the future you want

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

Options and Opportunities for Giving in a Changed World

Helping your children learn financial responsibility

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.

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

Art Market Update

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.

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.

Capital Market Outlook -April 5, 2021

April 5, 2021

Capital Market Outlook -March 29, 2021

March 29, 2021

Capital Market Outlook -March 22, 2021

March 22, 2021

Capital Market Outlook -March 15, 2021

March 15, 2021

Capital Market Outlook -March 8, 2021

March 8, 2021

Capital Market Outlook -March 1, 2021

March 1, 2021

Investment Strategy Overview

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

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

The generation entering adulthood is rewriting social & economic norms

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.

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

Wealth planning for shortened life expectancies and senior family members

Philanthropic Services for Family Offices

The Request for Proposal (RFP)

Finding the right investment service provider for your organization

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.

A Conversation with Sotheby’s CEO

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

Philanthropy – The Road Ahead

Moving your non-profit organization forward in this complex time

Tax Planning In An Era of Change

Tax Alerts and Resources

The Fiduciary Standard

Millennial motivation: a closer look

Is it time to update your estate plan?

Do you need an estate plan?

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 Great Pandemic Legacy: A Stronger Global Economy

Recreational real estate

Financing a very personal investment

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

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.

Be Cyber Secure: Protecting Your Family Online

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

Beyond the bucks

Growth strategies of successful women entrepreneurs

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?

Be Cyber-Secure: Beware of These Business Email Scams

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.

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

Your art collection as loan collateral

Ways to Unlock Capital With Your Private Art Collection

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.

Women Ri$ing

Women have made enormous economic and social gains in recent years. We look at the progress they’ve made, where there’s room for growth and how the unique financial journeys many women travel require a different approach to saving, investing and planning for the future.

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.

Giving Season 2020

A call to action for philanthropists

5 Tax moves to consider now

The rising tide of gender equality in wealth management

Conscious Consumerism

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

Women's entrepreneurial journeys: executive summary

Selecting the appropriate charitable vehicle

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

The Roadmap for Investing in a Sustainable World

Planning Considerations in a Challenging Environment

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

Obey The Rules Or Pay the Price

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

Charitable vehicles comparison

Donor-advised fund or private foundation

Collaborative Leadership

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

Managing your private foundation

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

Women's Entrepreneurial Journeys

Social Equality And Inclusion

Investing in diversity for economic and social benefit

Family Matters

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

Beyond the Bucks

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.

When children turn 18: What now?

Audiocast

Investing in one of our most valuable assets

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

The power of positive teaching

The owner's emotional journey

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.

The New Normal—Wealth Structuring​

Featured

Account Access

Keeping The Family In The Family Business

Customized Aircraft Financing

A Woman's Entrepreneurial Journey: Creative Kids Learning Center

A Woman's Entrepreneurial Journey: EvolveMKD

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

Investing In A Low-Carbon Economy

Your Art Collection And Legacy Planning

A Woman's Entrepreneurial Journey: Austin Cocktails

A Woman's Entrepreneurial Journey: The ActOne Group

Beyond the Bucks

What is Socially Innovative Investing?

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

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

Be Cyber-Secure: Best Digital Practices for Businesses

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

Specialty Asset Management

Commercial Real Estate Financing

Customized Yacht Financing

A Reminder to Look Ahead

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

Case Study: Strategic Planning

Realizing your philanthropic vision