The goals that
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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.

  • Decoding the Motivations of America's Most Influential Donors

    Watch experts discuss the findings from the 2021 Bank of America Study of Philanthropy, conducted in partnership with Indiana University.

  • When help was needed most

    How affluent households gave back in 2020

  • Helping your neighbor: A story of generosity

    How affluent philanthropy expanded during the pandemic

  • Giving and racial equity: A starting point

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

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

  • 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.

  • Capital Market Outlook

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

  • Options and opportunities for giving in a changed world

    The pandemic has created greater philanthropic need — but also caused significant shifts in the ways people are giving. Here's how donors can respond.

  • Pathways: Matching estate planning to family culture

    A strategic approach to estate planning design
    Authored by the Merrill Center for Family Wealth — and Strategic Wealth Advisory Group^TM

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• 1 - 10 of 34 results

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  • Pathways: Matching estate planning to family culture

    A strategic approach to estate planning design
    Authored by the Merrill Center for Family Wealth — and Strategic Wealth Advisory Group^TM

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

    Merrill Center for Family Wealth^TM
    The way individuals and families perceive their wealth has a profound impact on how money is valued and used.

  • 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.

  • 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

  • Widowhood: The loss couples rarely plan for — and should

    No one is ever ready emotionally for the death of a spouse. But you can prepare financially for the decision-making and reduced income you may someday face.

  • 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

  • A guide for navigating newly created wealth

    Finding your way in the land of wealth

  • Spending well

    How thinking like a CEO can change your financial life

  • When your children enter the workforce: What now?

  • 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.

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• 11 - 20 of 50 results

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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?

  • Coming soon: Higher taxes? Here's how you can prepare

    While it remains to be seen whether Congress will pass tax hikes this year, these insights can help you assess and potentially minimize possible impacts on your finances

  • What Dividend Stocks Can Offer

    A key element of most portfolios, they can be particularly useful when interest rates are low and markets are volatile

  • Preparing for the big 'what-ifs' in your financial life

    Steps you can take to make sure unexpected events don't interfere with your long-term plans

  • Business Succession Planning

  • The Horizon — Q3 Update

    Elements of the Mid-cycle Transition

  • Selling stocks? 3 ways you might minimize your capital gains taxes

    Many investors look to lock in equity gains as they rebalance their portfolios. These tips can help you limit the tax consequences.

  • Women Investors

  • 5 Tax Moves to Consider Now

    Financial steps that make sense when markets — and interest rates — drop

  • What expenses can a 529 education savings account cover?

    These plans provide flexibility in how you can use the funds you've accumulated to help handle education costs — but there are restrictions

  11 - 20 of 50 results

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• 1 - 10 of 13 results

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  • Decoding the Motivations of America's Most Influential Donors

    Watch experts discuss the findings from the 2021 Bank of America Study of Philanthropy, conducted in partnership with Indiana University.

  • When help was needed most

    How affluent households gave back in 2020

  • Helping your neighbor: A story of generosity

    How affluent philanthropy expanded during the pandemic

  • Giving and racial equity: A starting point

  • Options and opportunities for giving in a changed world

    The pandemic has created greater philanthropic need — but also caused significant shifts in the ways people are giving. Here's how donors can respond.

  • Selecting the appropriate charitable vehicle

  • Investment Spotlight — Best Practices for Foundation & Endowment Management

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

  • Charitable vehicles comparison

    Donor-advised fund or private foundation

  • 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.

  • Seven Insights for Developing Purpose Amid Wealth

    Tips for the rising generation Authored by the Merrill Center for Family Wealth^TM

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• • 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.

  • Finding joy when you need it most

    A best-selling author offers tips for managing stress as you juggle today's many family, work and health concerns

  • 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.

  • 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.

  • Ten Things to Do if You Are Moving To Florida

  • Health Savings Accounts Explained

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

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• • Pathways: Matching estate planning to family culture

    A strategic approach to estate planning design
    Authored by the Merrill Center for Family Wealth — and Strategic Wealth Advisory Group^TM

  • 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.

  • 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.

  • Ten Things to Do if You Are Moving To Florida

  • 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.
    
    Merrill Center for Family Wealth^TM

  • 3 Reasons for the Strength in the Housing Market

    Housing has been one of the strongest areas of the economic recovery following the shock from the coronavirus. Michelle Meyer, head of U.S. Economics for BofA Global Research, looks at some of the key factors behind this trend.

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• • Advisors who are leading the way

    Many of our advisors are recognized by the industry's top publications.

  • 3 Generations, 1 Great Vacation

    Big family trips might be on hold for now, but nothing's stopping you from planning a vacation that can bring you all closer together. Use these questions to help you create a memorable getaway without breaking the bank

  • Ten Things to Do if You Are Moving To Florida

  • Art Market Update: Spring 2021

    The art market's return post pandemic

  • 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.
    
    Merrill Center for Family Wealth^TM

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• 1 - 10 of 15 results

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

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

  • 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: Beware of these business email scams

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

  • 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?

  • Succession: Passing the Torch

    Statistics suggest that it's one of the greatest threats faced by family-owned companies—and utterly preventable. Here, our wealth strategy professionals offer a road map to the process that may help you protect your wealth and extend your legacy.

  • 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

  • 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.

  • The Family Business Loan

    What Do You Do When Your Children Ask for Money to Start a Business?

  • Getting Ready to Sell Your Company Stock?

    Diversifying your equity holdings in your company comes with a host of potential regulatory and investor perception pitfalls. A structured framework in the form of a Rule 10b5-1 Trading Plan could help smooth the way.

  • Resilience of 100-Year Family Enterprises

    How opportunistic innovation, business discipline, and a culture of stewardship guide the journey across generations
    
    Merrill Center for Family Wealth^TM

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