The goals that
matter most to you

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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.

  • National Nonprofit CEO Roundtable

    Join us on June 7 at 4 p.m. Eastern for a virtual event, The National Nonprofit CEO Roundtable.

  • Helping your neighbor: A story of generosity

    How affluent philanthropy expanded during the pandemic

  • 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.
    Authored by the Merrill Center for Family Wealth™

  • The Horizon – Q1 Update

    Imperative Insights for Investors

  • The Request for Proposal (RFP)

    Finding the right investment service provider for your organization

  • How to be a tax-aware investor

    Thoughtful decisions about the asset classes you choose and the accounts you hold them in could potentially lower your tax bill

  • Don’t count the tech sector out

    The Nasdaq has taken a hit this year — but that doesn’t mean you should purge technology stocks from your portfolio, says our Chief Investment Office. Far from it.

  • Health savings accounts explained

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

  • Millennial motivation: a closer look

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• 1 - 10 of 43 results

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  • 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.
    Authored by the Merrill Center for Family Wealth™

  • Practical ideas to engage the rising generation

    Help prepare your younger children to value, manage and preserve your family's wealth

  • Are financial advisors walking the talk on gender bias?

    A Merrill study uncovers insights that can help advisors communicate better and form stronger relationships with their women clients

  • 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.

  • Ten Things to Do if You Are Moving To Florida

  • The one secret to creating a smarter wealth transfer plan

    Holding a family meeting to share your intentions is a critical step too often skipped. Here are some tips for getting the conversation started.

  • 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.

  • A legacy more valuable than money

    Affluent Black/African American families prioritize teaching the value of hard work and financial know-how. Here, they share tips all families can find useful.

  • Spending well

    How thinking like a CEO can change your financial life

  • 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.
    Authored by the Merrill Center for Family Wealth™

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• 11 - 20 of 46 results

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  • Women Investors

  • Dealing with Volatility: What You Need to Know Now

    Timely insights to help you manage risk when markets shift

  • Spending well

    How thinking like a CEO can change your financial life

  • 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.

  • Wealth planning for the year ahead

    Watch experts discuss how preparedness can be important to your family and financial well-being. For many, this time of transition offers an opportunity to update your wealth & estate plans.

  • The “Transwarming” World: A Net Zero Primer

    In the global effort to achieve carbon neutrality, investing will be crucial. Here are the benefits of – and obstacles to – reaching net zero.

  • The Horizon – Q4 Update

    The Great New Dawn: Major Pivots and Continuity

  • 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

  • A guide for navigating newly created wealth

    Finding your way in the land of wealth

  • Bank of America Preferred Rewards for Merrill Clients

    Your membership benefits are designed to help you save, spend and borrow with Bank of America and invest with Merrill. As your relationship grows, so will your benefits. See how Preferred Rewards benefits can work for you.

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• 1 - 10 of 18 results

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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.

  • National Nonprofit CEO Roundtable

    Join us on June 7 at 4 p.m. Eastern for a virtual event, The National Nonprofit CEO Roundtable.

  • Helping your neighbor: A story of generosity

    How affluent philanthropy expanded during the pandemic

  • The Request for Proposal (RFP)

    Finding the right investment service provider for your organization

  • Millennial motivation: a closer look

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

    Donor-advised funds are a “one-stop shop” to manage your charitable giving, offering convenience, flexibility and tax advantages

  • Realizing your philanthropic vision

  • Giving and racial equity: A starting point

  • Investment management for nonprofits: Outlook 2022

    Watch experts discuss the current economic, market and governance trends for endowments and foundations.

  • Give with greater impact

    Gifts to a donor-advised fund can now be invested in sustainable investment strategies that potentially grow your contributions with ESG in mind.

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• • Health savings accounts explained

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

  • 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.

  • 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.

  • Ten Things to Do if You Are Moving To Florida

  • 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.

  • 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

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• • Ten Things to Do if You Are Moving To Florida

  • 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.

  • 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.
    Authored by the Merrill Center for Family Wealth™

  • How cyber criminals engineer deception online

    “Social engineering” ccombines technology, our willingness to trust and deception to scam us out of money and sensitive data

  • 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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• • Advisors who are leading the way

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

  • Ten Things to Do if You Are Moving To Florida

  • Yacht financing can be used to complement your goals

  • Interested in purchasing or refinancing a ranch, farm or vineyard?

  • 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.
    Authored by the Merrill Center for Family Wealth™

  • Art Market Update: Fall 2021

  • 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

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• 1 - 10 of 13 results

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  • Switching jobs? Here’s how to keep your finances on track.

    There’s much more than salary to consider when weighing a new job offer — and many financial decisions to make after you accept. These insights can help.

  • Risk takers, strivers, achievers — leading the way to greater equality

    Black/African American women are smoothing the path for the next generation of women in the workplace, offering career lessons for us all.

  • Why it’s not ‘business as usual' for women entrepreneurs

    They overcome financial hurdles to start businesses at a higher rate than men. How women do it offers lessons for all aspiring entrepreneurs.

  • 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

  • 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

  • 5 ways to fund your startup

    Use these tips to decide which option might be right for you

  • 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

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