The goals that
matter most to you

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

  • Capital Market Outlook

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

  • Market Decode: Is Impact Investing Right for You?

    Discover how you can combine a desire to have a positive impact on the world with investing for your future

  • 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.

  • Market Decode: How Bonds Work—and What They Can Do for You

    Watch this video to get the basics on this key ingredient in a well-diversified portfolio

  • 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.

  • 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.

  • Giving and racial equity: A starting point

  • 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

  • How can families thoughtfully engage in conversations about wealth?

    Planning for and having conversations about wealth

  1 - 10 of 92 results

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• 1 - 10 of 29 results

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  • 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.

  • How can families thoughtfully engage in conversations about wealth?

    Planning for and having conversations about wealth

  • Navigating the new reality

    What can families do to navigate the new reality and optimize time together? Navigating the new reality – A family governance perspective

  • Living in Close Quarters: Skills for Enhanced Communication

    Key elements of effective communication

  • 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

  • Checklist: 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.

  • Digital Defense: Keeping your family safe online

    As our lives become more and more digital, families face increasing threats from cyber crime. Here are some ways to secure your online activities and avoid becoming a victim.

  • Social Media and Your Family

    Creating rules for online behavior that align with your family's values may help all of you make safe and appropriate choices.

  • A guide for navigating newly created wealth

    Finding your way in the land of wealth

  • Exercise Your Power of Resilience

    It’s a skill you can cultivate to help you overcome challenges. Here’s how to get started.

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• 11 - 20 of 40 results

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  • Be Cyber-Secure: Hone Your Password-Writing Skills with This 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 480 new vulnerabilities every minute. Are you prepared?

  • 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

  • Could Companies that Value Workplace Inclusion Fare Better in Times of Crisis—and Beyond?

    Companies that place a premium on treating workers well and creating a diverse and inclusive environment for everyone may perform better financially—and earn the trust of consumers and investors alike

  • How to Measure Your Tolerance for Risk

    While you can’t control what the markets will do next, you can get a handle on how much risk you’re comfortable taking with your investments. Discussing these three questions with your financial advisor can help

  • What Could Near-Zero Interest Rates Mean for Investors?

    Your key questions about navigating today’s low-rate environment answered

  • 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.

  • 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.

  • Women Investors

  • 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

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• • Giving and racial equity: A starting point

  • Options and Opportunities for Giving in a Changed World

  • 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.

  • Millennial Motivation: A Closer Look

  • Case Study: Donor-Advised Funds

  • Keys to Nonprofit Success in Complex Times

    Creativity and resilience are critical to achieving your goals

  • 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.

  • Young Philanthropists Are Changing How Families Give

    A new survey reveals family foundations increasingly focused on social issues

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• • 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

  • 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.

  • 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

  • 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.

  • 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.

  • 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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• • 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.

  • 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.

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• • 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.

  • A Conversation with Sotheby’s CEO

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

  • Art Market Update

    June 2020

  • Recreational Real Estate

    Financing a very personal investment

  • Customized Yacht Financing

    Financing a Special and Unique Asset

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• 1 - 10 of 16 results

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  • Why It’s Not ‘Business as Usual’ for Women Entrepreneurs

    They overcome financial hurdles to start businesses at a higher rate than men.¹ How women do it offers lessons for all aspiring entrepreneurs.

  • 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.

  • Be Cyber-Secure: Beware These Business Email Scams

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

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

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

  • 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

  • Business Owner's Guide: Wealth Planning Techniques

    National Wealth Planning Strategies Group, Chief Investment Office

  • Fine tuning your business

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

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