Research & Insights

Investing information and ideas to help you pursue your goals


Market Decode™: Will precious metals keep their shine?

After seeing huge gains in 2025, gold appears poised to keep the momentum going this year. Does it have a place in your portfolio?

Prosperity in Partnerships

A practical guide for couples navigating wealth together

CIO Market Update Audiocast Series

Next-level giving: Increasing your charitable impact

A thoughtful approach can stretch your donations -- and may provide you with significant tax advantages.

5 wealth planning considerations for LGBTQ+ individuals and families

Overcoming Challenges in a Rapidly Changing World

Capital Market Outlook

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

Transition on the horizon for family offices

The Bank of America Family Office Study sheds light on the modern family office, their challenges and preparations for the next generation

Pulling Back the Curtain

Wealthy families open up about money, relationships and decision-making

Six portfolio strategy ideas for 2026

A fast look at several strategies that can help you navigate the economy and markets

3 ways to help volatility-proof your retirement income

Market swings can send shivers down the spines of those nearing retirement. These strategies can help you create a more stable post-work cash flow.

Market Decode™: Will precious metals keep their shine?

After seeing huge gains in 2025, gold appears poised to keep the momentum going this year. Does it have a place in your portfolio?

Turning Up the Lights

A Progressive Approach to Wealth Disclosure

Market Decode™: Will precious metals keep their shine?

After seeing huge gains in 2025, gold appears poised to keep the momentum going this year. Does it have a place in your portfolio?

CIO Market Update Audiocast Series

Capital Market Outlook

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

Six portfolio strategy ideas for 2026

A fast look at several strategies that can help you navigate the economy and markets

Market Decode™: Will precious metals keep their shine?

After seeing huge gains in 2025, gold appears poised to keep the momentum going this year. Does it have a place in your portfolio?

The Horizon

Powering Ahead into 2026

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

Emerging markets: Ready for their closeup?

A rare alignment of global growth, currency shifts and improving fundamentals is reshaping the outlook for emerging markets. Should you consider them in your portfolio?

Outlook 2026: Expert views on equities and the economy

Key insights on the forces shaping the economy and markets in 2026, and what they might mean for investors.

Outlook 2026: Will consumer spending stay strong?

The resilience of the U.S. consumer has proven a cornerstone of the economy — but how long can it continue? An expert shares insights drawn from the latest spending trends.

Outlook 2026: Geopolitics, policy and your portfolio

Some of the biggest unknowns for investors relate to world events, domestic policy shifts and how they might affect the markets. Watch this video for an understanding of the potential surprises this year.

Weathering the ups and downs of the markets

Changing the game: women are ready to invest in their financial future

While the number of female sports professionals and salaries have increased dramatically since Title IX, these athletes need to make financial wellness a key part of their game plan

5 ways to juggle 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.

Striking the right chord when selling your music catalog

Once reserved for superstars like Bob Dylan, the selling of music catalogs has expanded from household-name hitmakers to include independent artists. Over the past several years, the rise of streaming and the pandemic-fueled cancellation of touring as a reliable revenue source have caused many artists to consider monetizing their creative assets.

Let's Talk Alts

Tune in to this ongoing, informative video series for insights on how to incorporate Alternative Investments into your portfolio and the potential benefits they can provide.​

The smarter way to give – the Bank of America Charitable Gift Fund (CGF)

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

Give with greater impact

Gifts to your donor-advised fund can now be invested in actively managed investment portfolios that target competitive financial returns and seek positive environmental and social effects

The 'hard assets' side of estate planning

Allotting family heirlooms is often a surprisingly tough part of dividing up belongings — but can also make for meaningful discussions about what really matters most.

The financial reality of today’s young athletes

New research reveals a generation of young athletes facing unprecedented financial complexities

Selling stocks and bonds? 6 steps to help trim your tax bill

When you sell stocks to lock in investment gains or bring your portfolio mix back into balance, you could face tax consequences. These tips may help you limit what you owe.

Long-term investing: Core principles every investor should know

They can help you keep moving toward your goals, no matter what the markets are doing

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

A new look at portfolio construction

As investors navigate inflation, bouts of market volatility, the tax implications of new policy and more, do the principles that shape a balanced portfolio continue to hold up?

Artificial intelligence: The next great tech wave?

In this first of three videos examining forces poised to transform the global markets and economy, our analysts explore artificial intelligence, or AI, and the hurdles it could face ahead

How to Engage Next Gen in Philanthropy

Progress report: Is AI a market bubble?

Despite some speed bumps, artificial intelligence is already radically transforming how we live and work. Here’s what to watch for next.

Access the value of investment real estate to support your goals

Will the ‘Great Wealth Transfer’ transform the markets?

As heirs receive trillions in assets over the next two decades, their investing preferences could create new opportunities. Some trends are already emerging.

Why renewable energy won’t be enough

As the world strives to go green, energy demand is rising. Where will the power come from — and what investing opportunities could be created? Watch our video.

Prosperity in Partnerships

A practical guide for couples navigating wealth together

Next-level giving: Increasing your charitable impact

A thoughtful approach can stretch your donations -- and may provide you with significant tax advantages.

5 wealth planning considerations for LGBTQ+ individuals and families

Overcoming Challenges in a Rapidly Changing World

Transition on the horizon for family offices

The Bank of America Family Office Study sheds light on the modern family office, their challenges and preparations for the next generation

Pulling Back the Curtain

Wealthy families open up about money, relationships and decision-making

3 ways to help volatility-proof your retirement income

Market swings can send shivers down the spines of those nearing retirement. These strategies can help you create a more stable post-work cash flow.

Turning Up the Lights

A Progressive Approach to Wealth Disclosure

Steps to recover financially after a natural disaster

When a disaster strikes, recovery starts with knowing what steps to take. As you think about how to prioritize the financial decisions you need to make throughout the process, these tips can help. We can also help you get back on track financially and navigate the process with confidence.

What to consider when your home and finances are impacted after a natural disaster

When a natural disaster damages or destroys your home, you face a critical decision: Should you rebuild on your property? Relocate to a new area? Buy an existing home?

Striking the right chord when selling your music catalog

Once reserved for superstars like Bob Dylan, the selling of music catalogs has expanded from household-name hitmakers to include independent artists. Over the past several years, the rise of streaming and the pandemic-fueled cancellation of touring as a reliable revenue source have caused many artists to consider monetizing their creative assets.

Managing debt as you approach retirement

How to strategically use borrowing to better prepare for life after work

4 ways a trust could help you pass along the family business

From maintaining family control to protecting assets, trust strategies can help the next generation take the reins.

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