The goals that
matter most to you

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  • Market Updates

    Your resource for the latest thinking from our experts on the markets and economy in the coming year and beyond

  • Dealing with Volatility: What You Need to Know Now
    Timely insights to help you manage risk when markets shift

  • How can families raise resilient and engaged children?

    How can families raise resilient and engaged children? Nurturing character, competencies, and calling—especially during uncertain times

  • Pathways: Matching estate planning to family culture

    A strategic approach to estate planning design

  • Tying a Better Knot

    As a child’s spouse is welcomed into a successful family, these steps may help pave the way for the new marriage to be a happy one—and lessen the impact if it’s not.

  • Fine tuning your business

    You started it, you manage it every day. Now make sure you’re prepared for tomorrow.

  • Aging and Your Wealth

    Many families delay difficult discussions until a health crisis hits. But with life expectancy on the rise and the cost of long-term care steadily increasing, the time to start the conversation may be now.

  • Wealth Planning for Shortened Life Expectancies and Senior Family Members

    Millions of Americans have shortened life spans because of illness. Expressing wishes and needs regarding your person and property can help bring peace of mind.

  • Investing for Income—Not Just Growth

    These ideas can help as you look to create a steady stream of income for retirement and other cash-dependent goals.

  • Be Cyber-Secure: Best Digital Practices for Businesses

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

  1 - 10 of 76 results

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• 1 - 10 of 23 results

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  • How can families raise resilient and engaged children?

    How can families raise resilient and engaged children? Nurturing character, competencies, and calling—especially during uncertain times

  • Pathways: Matching estate planning to family culture

    A strategic approach to estate planning design

  • Tying a Better Knot

    As a child’s spouse is welcomed into a successful family, these steps may help pave the way for the new marriage to be a happy one—and lessen the impact if it’s not.

  • Wealth Continuity and Family Unity: 10 Core Practices for Navigating Family Wealth With Intention

    Defining clear goals and thoughtful strategies around making money last can also help maintain family unity and trust.

  • Spending Well: How thinking like a CEO can change your financial life

    Considerations for decision-making about expenditures
    Doug and Miranda¹ have achieved substantial financial success, yet they both feel uneasy. Before retirement, Doug served as an executive in a large technology company, and Miranda was a successful entrepreneur who sold her business.

  • Creating Meaning From Money

    Wealth is about more than money. By finding purpose, building relationships, exploring new experiences and giving back, families and individuals can find deeper, more meaningful levels of wealth.

  • Helping Children Reach Financial Maturity

    While there’s no recipe for raising a happy and well-adjusted child, when it comes to money, a handful of key principles and innovative approaches can help.

  • Is There Love in Money? How Families Put Wealth Into Perspective

    The way individuals and families perceive their wealth has a profound impact on how money is valued and used.

  • Building character

    Raising children under five in the midst of affluence

  • Untangling the Complexity of Gifting to Family

    A guide to navigating family financial events and fostering growth and positive relations within the family system.

  1 - 10 of 23 results

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• 11 - 20 of 29 results

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  • Building character

    Raising children under five in the midst of affluence

  • Disaster-Proof Your Finances

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

  • Be Cyber-Secure: Ways to Protect Your Business and Your Customers

    Cyber criminals uncover and target 480 new vulnerabilities every minute. Are you prepared?

  • Merrill Perspectives Podcast

    Conversations on the big stories, news and trends affecting your everyday financial life

  • What Can You Do When the Markets Get Volatile?

    Market swings can be unnerving, but they shouldn't distract you from staying focused on your financial goals. We spoke with Niladri Mukherjee with the Chief Investment Office, for his insights.

  • Why ESG Matters—Now More Than Ever

    A new BofA Global Research study finds companies that take environmental, social and governance (ESG) factors into account may enjoy advantages over companies that don’t

  • Commercial Real Estate Financing

    Pursuing your commercial real estate ownership goals

  • Be Cyber-Secure: Do's and Don'ts for Your Family

    Consider setting up a virtual private network and 5 other tips to help thwart cyber criminals

  • The Family Business Loan: What Do You Do When Your Children Ask for Money to Start a Business?

    By Matthew Wesley, Director, Center for Family Wealth Dynamics and Governance®and Michael Duffy, Director, Strategic Wealth Advisory Group at Merrill Lynch.

  • 10 Things You Need to Know About the SECURE Act

    New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

  11 - 20 of 29 results

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• • Keys to Nonprofit Success in Complex Times

    Creativity and resilience are critical to achieving your goals

  • Millennial Motivation: A Closer Look

  • Options and Opportunities for Giving in a Changed World

  • The Philanthropic Journey

    For many business owners, success and giving back go hand-in-hand.

  • Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund

    Donor-advised funds are "a one-stop shop" for managing your charitable giving, offering convenience, flexibility and tax advantages.

  • Case Study: Donor-Advised Funds

  • The Bank of America Charitable Gift Fund

    The Bank of America Charitable Gift Fund (CGF) offers a sophisticatedand dynamic way to give to the causes that mean the most to you.

  • Philanthropy in 2019: Responding to Tax Reform

    As charities assess the impact of recent tax legislation, donors may find new ways to give

  • Young Philanthropists Are Changing How Families Give

    A new survey reveals family foundations increasingly focused on social issues

  • Impact rising The power and impact of women in philanthropy

    Insights from the 2018 U.S. Trust® Study of High Net Worth Philanthropy

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• • Aging and Your Wealth

    Many families delay difficult discussions until a health crisis hits. But with life expectancy on the rise and the cost of long-term care steadily increasing, the time to start the conversation may be now.

  • Wealth Planning for Shortened Life Expectancies and Senior Family Members

    Millions of Americans have shortened life spans because of illness. Expressing wishes and needs regarding your person and property can help bring peace of mind.

  • Health Savings Accounts Explained

    Answers to 9 questions many people have—from who’s eligible to what costs these accounts can help you cover.

  • Older adults and driving safety

    Driving is one of the most important sources of independence for older adults. As we age, our driving ability changes and eventually diminishes. This article describes how to create an ongoing partnership with elder family members in order to keep them safe on the road, keep their driving skills as sharp as possible and help them make the decision to stop driving at the appropriate time.

  • 7 Things Every Alzheimer’s Caregiver Should Know

    Use these tips to help you keep your loved ones safe as you manage the financial aspects of caregiving.

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• • What’s Different Financially for Women?

    Tips for powering through obstacles on your road to financial freedom. PLUS: Watch a video featuring one mom’s answer to work-life balance.

  • Your Family, Your Vacation Home

    Second homes speak to what many families value most. They’re a place to gather, spend time together and build memories. And keeping them in the family over generations requires planning, attention to detail and work.

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• • Recreational Real Estate

    Financing a very personal investment

  • Customized Yacht Financing

    Financing a Special and Unique Asset

  • Your Family, Your Vacation Home

    Second homes speak to what many families value most. They’re a place to gather, spend time together and build memories. And keeping them in the family over generations requires planning, attention to detail and work.

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• 1 - 10 of 18 results

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  • Fine tuning your business

    You started it, you manage it every day. Now make sure you’re prepared for tomorrow.

  • Investing in the Family Entrepreneur

    At a time when it can seem as if every household contains a budding entrepreneur, it is only natural that the search for funding is hitting closer to home. Here are some rules of the road for entering into a startup with family members.

  • Business Owner's Guide: Wealth Planning Techniques

    National Wealth Planning Strategies Group, Chief Investment Office

  • Be Cyber-Secure: Ways to Protect Your Business and Your Customers

    Cyber criminals uncover and target 480 new vulnerabilities every minute. Are you prepared?

  • Why Gender Equality Matters

    Get a progress report for International Women's Day and Women's History Month.

  • The Philanthropic Journey

    For many business owners, success and giving back go hand-in-hand.

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

    The way women are portrayed in films and TV can influence the roles they pursue in real life, says the actor and activist. And she's working hard to expand those opportunities.

  • Women: Love What You Do—Earn What You’re Worth

    Career tips to help you succeed—and maybe even break some glass ceilings.

  • The Family Business Loan: What Do You Do When Your Children Ask for Money to Start a Business?

    By Matthew Wesley, Director, Center for Family Wealth Dynamics and Governance®and Michael Duffy, Director, Strategic Wealth Advisory Group at Merrill Lynch.

  • "Reward Yourself" and Other Productivity Life Hacks

    Authors Laura Vanderkam and Jenny Evans share ideas, rooted in scientific research, to help you manage stress and be more productive on and off the job.

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