Research & Insights

Investing information and ideas to help you pursue your goals


How can you prepare for a wealth transfer?

Whether you’re hoping to sell the family business or expecting to inherit your parents’ estate soon, it’s important to have a plan in place that empowers you to manage your increased wealth.

Should your business be managing your personal financial needs?

When employees start taking on tasks for you and your family, matters can get complicated in short order. Here’s how to maintain smart boundaries.

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

Name, Image, Likeness (NIL): What are your key money moves once you’ve signed the deal?

When the NCAA changed its rule about college athletes being able to benefit from NIL deals, the financial game changed too. Student athletes now face more complexity in their personal finances, often without much preparation. The good news is that taking a few simple steps can help the athletes set themselves up for financial wellness, today and tomorrow. Here are tips to get started:

Estate tax savings beyond exemptions

You’ve used up your lifetime Federal gift and estate tax exemption. Now what?

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.

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®

The gifting dilemma

Moving beyond all-or-nothing thinking to gift with intention

What are potential next steps in your estate plan after you have fully exhausted your available federal lifetime gift tax exemption?

Beyond exemptions: Advanced techniques for high-net-worth families

Close to home

Evaluating gifts of personal residences

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®

Charting the course

1,000 rising-generation family members voice their top priorities and challenges

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

Market Decode™: Renewables recharged?

After a breakout year for clean energy investment, are renewables poised to carry that momentum into 2026 — and what trends and risks should investors watch for now?

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?

Investors, take note: Gen Z is about to change everything

The first online generation is projected to eventually become the richest, and their financial preferences and social values are already starting to transform industries and markets

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.

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.

How can you prepare for a wealth transfer?

Whether you’re hoping to sell the family business or expecting to inherit your parents’ estate soon, it’s important to have a plan in place that empowers you to manage your increased wealth.

Should your business be managing your personal financial needs?

When employees start taking on tasks for you and your family, matters can get complicated in short order. Here’s how to maintain smart boundaries.

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

Name, Image, Likeness (NIL): What are your key money moves once you’ve signed the deal?

When the NCAA changed its rule about college athletes being able to benefit from NIL deals, the financial game changed too. Student athletes now face more complexity in their personal finances, often without much preparation. The good news is that taking a few simple steps can help the athletes set themselves up for financial wellness, today and tomorrow. Here are tips to get started:

Estate tax savings beyond exemptions

You’ve used up your lifetime Federal gift and estate tax exemption. Now what?

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.

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®

The gifting dilemma

Moving beyond all-or-nothing thinking to gift with intention

What are potential next steps in your estate plan after you have fully exhausted your available federal lifetime gift tax exemption?

Beyond exemptions: Advanced techniques for high-net-worth families

Close to home

Evaluating gifts of personal residences

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®

Charting the course

1,000 rising-generation family members voice their top priorities and challenges

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