The goals that
matter most to you

• 1 - 10 of 89 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

  • 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

  • Market Updates

    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

  • Juggling Competing Financial Goals

    College tuition, retirement savings and more—your financial goals can sometimes seem overwhelming. This five-step process can help you pursue them all.

  • 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.

  1 - 10 of 89 results

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• 1 - 10 of 26 results

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  • 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

  • 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.

  • 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.

  • How do families make effective wealth decisions?

    Defining the purpose, process and perspective of family wealth

  • The Family Business Loan

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

  • Lessons In Governance

    Understanding how families build their capacity to make informed, effective decisions that can help guide the successful transfer and sustainability of wealth across generations.

  • 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.

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• 11 - 20 of 37 results

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  • How to Be a Tax-Smart Investor

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

  • The Family Business Loan

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

  • Merrill Perspectives Podcast

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

  • Divorce in Mid-Life: Fresh Starts, New Financial Challenges for Women

    When a marriage ends, women often see a larger drop in income than men. Consider these key points as you make decisions about splitting your finances as well as your lives.

  • 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

  • What We All Can Learn from Women Investors

    Compare your investing style with these insights.

  • What Could Be Behind the Rising Interest in Sustainable Investing?

    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

  • 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.

  • Be Cyber Secure: Protecting Your Family Online

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

  11 - 20 of 37 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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• • 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.

  • 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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• • 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 18 results

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  • 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.

  • 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.

  • 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.

  • 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.

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