Insights

CIO Market Update Audiocast Series​

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

Consignment Services

Using our Art Services team to manage the sale of your collection, saving you time and money

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.

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

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 to successfully transfer wealth

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

My Financial Picture

Access to a more compete view of your finances

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.

When help was needed most

How affluent households gave back in 2020

Decoding the Motivations of America's Most Influential Donors

Helping your neighbor: A story of generosity

How affluent philanthropy expanded during the pandemic

Giving and racial equity: A starting point

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

Art Market Update: Fall 2021

Options and Opportunities for Giving in a Changed World

Transition planning for your business

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.

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

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.

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.

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

Investment Spotlight – Best Practices for Foundation & Endowment Management

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

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

Helping your children learn financial responsibility

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?

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

Boot camp for investment committees: fundamentals for success

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

When your children enter the workforce: What now?

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 Paycheck Protection Program for business owners

An important update

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.

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.

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.

Could it be time to consider sustainable investing?

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

Conversations on planning your family’s legacy

Audiocast

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

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 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

Create the future you want

The world is changing—should your investments?

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

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.

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

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.

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

Talking to your family about finances

Washington Update

Capital Market Outlook -November 22, 2021

November 22, 2021

Capital Market Outlook -November 15, 2021

November 15, 2021

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

Capital Market Outlook -November 8, 2021

November 8, 2021

Give with greater impact

Capital Market Outlook -November 1, 2021

November 1, 2021

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

Disaster-proof your finances

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

Philanthropic services for family offices​

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

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

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

Beyond the bucks

Growth strategies of successful women entrepreneurs

Future tech: Moonshots

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

Charitable vehicles comparison

Donor-advised fund or private foundation

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

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

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.

Selecting the appropriate charitable vehicle

The roadmap for investing in a sustainable world

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.

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.

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.

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.

Millennial motivation: a closer look

Ways to Unlock Capital With Your Private Art Collection

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

Social Equality And Inclusion

Investing in diversity for economic and social benefit

Be cyber-secure: Protecting your family online

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

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.

Tax Planning In An Era of Change

Tax Alerts and Resources

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

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

Women's Entrepreneurial Journeys

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

Conscious Consumerism

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

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

Collaborative leadership

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

Managing your foundation

The Fiduciary Standard

Recreational real estate

Financing a very personal investment

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

The rising tide of gender equality in wealth management

Women's entrepreneurial journeys: executive summary

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

Navigating your sale

Beyond the Bucks

Fine tuning your business

Beyond the Bucks

Specialty Asset Management

What is Socially Innovative Investing?

Your Art Collection And Legacy Planning

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.

Be cyber-secure: Best digital practices for businesses

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

The power of positive teaching

When children turn 18: What now?

Audiocast

Featured

Account Access

Keeping the family in the family business

Customized yacht financing

Commercial real estate financing

A Woman's Entrepreneurial Journey: The ActOne Group

A Woman's Entrepreneurial Journey: Creative Kids Learning Center

A Woman's Entrepreneurial Journey: Austin Cocktails

A Woman's Entrepreneurial Journey: EvolveMKD

Realizing your philanthropic vision

The owner's emotional journey

Customized Aircraft Financing