Get ready for what's next

Watch as our experts share their insights on the markets at year-end and ways you can prepare for potential opportunities and risks in 2025.

Election impact on tax and wealth planning

Hear how you may be affected

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.

Increasing your charitable impact

Starting your first job can be an exciting but anxious time. You'll be faced with multiple financial decisions. We've gathered some helpful details and resources to help you make informed decisions.

Today’s housing bear market: Are there silver linings?

Rising interest rates have been contributing to a sharp slowdown in housing. Here’s what to watch for next.

How climate risk can impact your portfolio

Artificial intelligence: A real game changer

After decades of expectation, machines that think, learn and create are poised to transform the economy, the markets and our lives

Stop waiting for the recession — get ready for the next bull market

Moves to consider now as you navigate today’s uncertainty and position your investments for potential future growth

Midyear 2023: What’s driving today’s resilient economy?

Despite a number of conflicting signals, the U.S. economy and markets had a strong first half of the year. Here’s what to watch for next.

Midyear 2023: How to prepare for what’s ahead

Emerging opportunities to help build a more sustainable world

Three Bank of America leaders discuss how innovations in policy, technology and risk assessment are helping the public and private sectors invest in solutions for climate change

Starkly shifting attitudes amid a historic wealth transfer

What our 2022 Study of Wealthy Americans revealed about differences between generations

Nonprofit Investment Management

Balancing Short and Long Term Objectives

Where generational views differ on estate planning

Trusts, inheritance for heirs, and open discussions are all more popular with the next gen.

Art at Bank of America

Latest on how we're supporting the art community

Boost your financial fitness

‘Don’t wait to start investing’ and other tips to help women of all ages make the most of opportunities on the road to financial independence

The EV Revolution

Midterm market effect: What to look for after the election

Our experts provide historical perspective as they discuss possible election outcomes and offer insights on where you might find potential investment opportunities in the months ahead.

Why we’re bullish on the future

Historically, periods of market turmoil have been followed by economic revival. It’s time, says our Chief Investment Office, to create a plan to invest in a potential new era of prosperity ahead.

Be bullish: Consider investing in tomorrow’s opportunities today

Cybersecurity Awareness Month: Best Practices

It’s easy to stay safe online if you keep these four habits top of mind

Improving diversity in investment management

Watch this video, to hear from a panel of experts how nonprofit organizations are acting to promote diversity, equity and inclusion in the management of their endowments.

Starkly shifting attitudes amid a historic wealth transfer

What our 2022 Study of Wealthy Americans revealed about differences between generations

The great wealth transfer: Is your family ready?

When it comes to passing on wealth, communication and planning are essential. A panel of experts offer smart steps to consider for every stage of the process.

Retirement planning doesn’t stop when you retire

Some of the most critical decisions come in the run-up to retirement and in the years after. Here are key factors to consider along the way.

What is an investment policy statement?

Board-approved documents outlining financial goals and investment objectives guide endowments and foundations through volatile markets. Here are some tips from Bank of America.

Staying Cyber Secure in a Digital World

Helping philanthropists change the world

Private Bank's head of Philanthropic Solutions reflects on the power of giving to address the world's challenges.

Private Bank Online and Mobile
Domestic Wire Transfers

Chief Investment Office Interview Series

The Chief Investment Office hosts a new Q&A style interview series on investment industry topics, sectors and trends.

Midyear Outlook 2022: Turning volatility into opportunity

After a challenging start to the year, what could the second half of 2022 bring for the markets and global economy? The panel of experts weigh in.

Your frequently asked questions on volatility answered

Historically, down markets have rebounded — these strategies can help you manage risks through today’s ups and downs, says our Chief Investment Office

What do I need to know about inheritance?

Most heirs face complex decisions — and potential tax consequences. These answers to frequently asked questions can help you prepare before and after you’ve received a gift.

Midyear outlook: What’s next for the markets and economy?

After a difficult first half, here’s a look at potential opportunities, as well as some risks, to watch for through year-end and into 2023

An introduction to Credit & Banking Fundamentals

Watch a conversation from our Financial Empowerment series, exploring credit and banking fundamentals.

Midyear Outlook 2022: Turning volatility into opportunity

Watch experts for a midyear check-in on the markets and global economy and discuss what they’re watching for in the second half of the year.

Tax-loss harvesting: Volatility’s silver lining?

Selling stocks that have declined in value to offset capital gains is a strategy that’s particularly relevant in today’s up-and-down markets

Is the housing market still hot? What you need to know

Home prices have been up sharply, but rising mortgage rates and low supply have been weighing on the market. What could it mean for buyers and sellers alike?

The long-term case for stocks, with Jeremy Siegel

The big shift: New market forces and ways to prepare, part 2

Our experts look at the trends reshaping the U.S. economy and markets and offer timely ideas to help you keep your financial goals and portfolio on track.

The big shift: New market forces and ways to prepare, part 1

The war in Ukraine is just one of several events reshaping global markets. Here, we explore the forces driving change around the world and what it could mean for investors.

When your children become teenagers: What now?

Fine-tune your investments for continuing inflation — and slower growth

Consider these 6 steps to help you stay on track to meet your goals in today’s choppy markets

Unlocking the power of an inclusive & diverse 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.

More volatility ahead: Your key questions answered

What’s driving today’s sharp market volatility and how long might it last? Our Chief Investment Officer shares insights and offers steps to help soften the impact on your portfolio.

A calm approach to turbulent markets

National Nonprofit CEO Roundtable

Watch a distinguished group of nonprofit CEOs share how they lead their teams to achieve bold goals.

More volatility ahead: Your key questions answered

How to successfully transfer wealth

A few simple strategies could help your family avoid misunderstandings and maintain the integrity of your legacy.

Three essentials to keeping your email accounts safe from cyber crime

With most organizations still dependent on email, it’s essential to adopt protocols that safeguard access to company accounts and the critical information they contain.

Moonshots: Tech that could change the world

A dozen or so radical technologies known as “moonshots” could hold the power to dramatically transform our lives. Here, a fascinating journey into the future of tech.

Finding the right person to run your family office

Identifying the best candidates starts with defining what’s most important to your family. This checklist can help

Consignment Services

Using our Art Services team to manage the sale of your collection, saving you time and money

When help was needed most

How affluent households gave back in 2020

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.

Art Market Update: Fall 2021

4 investment themes to explore as the economy rebounds

A new report highlights several potential long-term opportunities coming out of the pandemic — and identifies risks that could slow recovery

When your children enter the workforce: What now?

A conversation on family & legacy: how the wisest families can preserve what matters most

Watch panelists explore family, legacy and happiness, and pose the question - how might our actions today impact generations to come?

Midyear update: The economy roars back

What could investors expect next? Here’s a look at potential opportunities — and risks to watch for — through year end and into 2022.

What municipal bonds offer investors in today’s markets

Possible future tax hikes and improving credit quality could make these tax-exempt investments an attractive option to consider, says our Chief Investment Office

Midyear 2021: Inflation, innovation and the path forward

Watch panelists explore how the rest of the year may shape up for the economy and markets — and highlight the longer-term forces transforming our lives.

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

Enjoy a secure, integrated digital experience

Simplify your financial life

Could a capital gains tax hike affect your investments?

The proposed increase might not apply to everyone, but the broader market could be impacted. Now may be the time to review your portfolio, says our Chief Investment Office.

Could it be time to consider sustainable investing?

As the world changes, investors find themselves at a crossroads.

Wealth planning under the Biden administration

Watch a conversation on wealth planning, led by members of Bank of America Private Bank, the Chief Investment Office and Bank of America's Public Policy team.

Boot camp for investment committees: fundamentals for success

Watch our boot camp on best practices for successful endowment and foundation investment committees.

Government Stimulus, Taxes and Your Investments

April 12, 2021

The journey to a sustainable portfolio

A conversation on sustainable investing, featuring experts from the Chief Investment Office and BofA Global Research.

The world is changing—should your investments?

Your investment choices may have an impact on the world we're all invested in.

How to avoid telephone scams test

Criminals use phone calls, called “vishing,” or voice phishing, to steal information and money. Here’s how you can avoid falling for the latest tricks.

Opportunities in Real Estate

In the wake of a topsy turvy year for real estate, our experts explain what lies ahead for what may be a changing — yet still essential — asset class.

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.

Outlook 2021: A World in Transition

Watch experts reflect on what 2021 may bring.

The Markets and Presidential Elections

What history tells us about market performance before—and after—previous elections

The promising power of green hydrogen

Could the most abundant element in the universe hold the answer to the world's growing energy needs — and help solve the climate crisis? Here's why the answer could be yes.

How women give — and invest — for change

Women want their money to serve a greater good. As their financial clout continues to grow, here are some insights on how they’re making their decisions match their values and their financial goals.

At Home with the New Consumer

The pandemic has upended our lives, even altering our spending habits. Bikes and in-home entertainment are in; restaurant spending is out. Are these shifts temporary, or more permanent? And what could they mean for economic growth? Our experts take a look.

The New Normal—Looking beyond stocks and bonds

Surprising ways to protect your family today

Trusts can have powerful financial benefits that go beyond minimizing taxes. Here are some sound reasons to consider them.

Midyear Outlook: A Time of Challenge—and Opportunity

Watch as top thought leaders explore challenges and opportunities of a year like no other.

Midyear Outlook: A Time of Challenge—and Opportunity

Virtual Event: Watch as top thought leaders explore challenges and opportunities of a year like no other.

Midyear Outlook: A Time of Challenge—and Opportunity

Virtual Event: Join us on July 21 at 2pm ET as top thought leaders explore challenges and opportunities of a year like no other.

Midyear Outlook: A Time of Challenge—and Opportunity

What just happened? What might come next? Watch as top thought leaders explore challenges and opportunities of a year like no other.

Midyear Outlook: Getting to the “New Normal”

Life After the Coronavirus

The pandemic is accelerating a number of global trends—from the growing prevalence of technology to changes in how and where we source the food we eat. Our experts fast forward to 2022 and explore the many ways the economy, the markets and our lives could be dramatically different.

The Road to Recovery

As the economy gradually begins to reopen, there are still many questions about what shape the recovery will take. Our experts share insights into the signs they're watching for this year and in 2021—and why they're finding some surprising reasons for optimism.

Conversations on planning your family’s legacy

Audiocast

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

Sustainability Now—and Beyond the Current Crisis

In this time of crisis, some investors may be wondering if sustainable investing has taken a backseat to the emergencies of the day. The short answer is no; in fact, recent events have shown that sustainability may be more important today than ever before.

Keys to nonprofit success in complex times

Nonprofits are invaluable as they support communities who will suffer due to the combined impact of illness and economic repercussion caused by the virus and current economic volatility.

The Paycheck Protection Program for business owners

An important update

CIO Market Update Audiocast Series​

Tune in at 2:00 p.m. EST on Monday and Friday for the latest insights.

Coronavirus and the Markets

The pandemic has disrupted the economy and caused unprecedented market volatility. We take a look at what it all means for your investments and financial life.

Tectonic Shifts in Global Supply Chains

What a move toward deglobalization could mean for investors and companies

Tectonic Shifts in Global Supply Chains

Special AudioCast on Coronavirus, the Markets and Economy

In this special audiocast, leaders from across Bank of America share important insights on what we currently know about the coronavirus and its potential impact on the markets and the economy.

Art Market Update

Foundation sells art collection at auction to increase endowment

Geena Davis's Mission: Tackling Gender Bias On Screen—and Off

Why ESG matters—now more than ever

7 keys to navigate a prolonged market downturn

Here’s what you may want to do — and avoid doing — as you maneuver through an extended decline

U.S. Economic Forecast: Clouds, Sunshine or Showers?

4 Investment Themes for the Year Ahead

Talking Money and Markets During the Holidays

Investment Strategy Overview

OUTLOOK 2020: 7 Key Questions Answered

China & the Global Smartphone Economy

Qualified Opportunity Fund Investments & The Tax Breaks

How Artificial Intelligence & Technology is Changing the World

With global spending on AI rapidly increasing, so will investment opportunities

How Does a 'Hard Brexit' Effect Global and U.S. Markets?

"Hard Brexit" Q&A: Impact, Consequences, & Key Transmission Effects to Watch

Our Ever-Expanding Fiscal Deficit

Foundation sells art collection at auction to increase endowment

The Best Market Move Right Now? Wrong Question…

State of the Art Market

Midyear Outlook: Optimism Amid Uncertainty

Insights

The State of Taxes in America

Mid-Year Outlook: Bright Spots New Risks

The Latest on Coronavirus, the Markets and the Economy

Updates and insights from our Chief Investment Officer

Aging and your wealth

Create the future you want

Invested in You

From Volatility to Opportunity

Finding stability and growth in real assets

Listen to the Outlook 2019 Perspectives Podcast

Year Ahead 2019: Powerful Waves of Change

Outlook 2019: Answers to 7 Key Questions

Women’s Entrepreneurial Journeys Media Roundtable

2018 Year-End Tax Planning

The U.S. Trust Study of the Philanthropic Conversation

Personal CFO Guide

5 Questions to Ask Your Financial Advisor in 2019

Investment Governance in Times of Market Volatility

A Conversation with The European Fine Arts Foundation Chairman Hidde van Seggelen

Giving and racial equity: A starting point

Four steps to help you incorporate racial equity goals into your giving strategy.

Q&A: New energy behind green hydrogen

The heightened interest in this renewable energy is no hype. Learn how it can bolster energy supplies while cutting harmful emissions around the world.

2020 Elections: The Key Issues and How to Prepare for What May Be Next

CIO Outlook on Sustainable Investing

Managing your art collection in a new age

#WomenInvested: Navigating the new realities

Moderated by Soledad O'Brien, this virtual event series explores the pressures and opportunities women are presented with in today's environment. The series focuses on supporting women as they invest in themselves and others.

The Growing Role of ESG

A Q&A explaining why companies with strong ESG policies can be more resilient during times of crisis than their peers

3 Big issues in the U.S. election

The pandemic, growing tensions between the U.S. and China and racial inequality could all play a critical role in this November’s election. Three leading analysts with BofA Global Research share their insights.

Reshoring: The Next Great Global Trend

There's growing evidence that more and more companies are relocating production back home. What effects could this "reshoring" shift have on the global economy, and could it ultimately spark a manufacturing renaissance here in the United States?

Helping your children learn financial responsibility

Transition planning for your business

The Markets and Presidential Elections

What history tells us about market performance before—and after—previous elections

How to avoid telephone scams

Criminals use phone calls, called “vishing,” or voice phishing, to steal information and money. Here’s how you can avoid falling for the latest tricks.

Market Outlook & Virtual Timber Tour

Explore the investment trends in real assets.

Art Market Update: Spring 2021

The art market’s return post pandemic

Outlook 2021: how to prepare for the year ahead

After a tumultuous 2020, these insights could help you position your investments for economic recovery

First 200 Days: What Investors Need to Know

A new administration—a new path forward for the economy and the global health crisis. What might the first 200 days of the Biden presidency bring and how could investors prepare?

Talking to your family about finances

The Road Ahead: Outlook 2021

Experts explore what this year may bring.

A new administration—and what it might mean for investors

How key industries could be affected by the change of leadership in Washington

Private Bank CIO Audiocast Series

Tune in at 2:00 p.m. EST on Monday, Wednesday and Friday for the latest insights.

Game changer: How green hydrogen could fuel our future

A number of converging factors are shining a light on hydrogen’s potential to revolutionize the global energy industry and help solve the climate crisis

It’s time to diversify diversity

A new diversity and inclusion primer from BofA Global Research highlights the importance of giving everyone a voice — and a seat at the table — in companies around the world

Helping your neighbor: A story of generosity

How affluent philanthropy expanded during the pandemic

Coming soon: Higher taxes? Here’s how you can prepare

While it remains to be seen whether Congress will pass tax hikes this year, these insights can help you assess and potentially minimize possible impacts on your finances

Opportunity in today’s volatility

Periodic swings in the market are unlikely to upend this economy, says our Chief Investment Office. Consider them potential opportunities to strategically add to your portfolio.

Why the ‘S’ in ESG is still in focus

In our view, social factors will remain top of mind in the post-crisis world and could help to drive wider acceptance of sustainable and impact investing

Test Tile BofA

Tune in at 2:00 p.m. EST on Monday and Friday for the latest insights.

Update: Market volatility and the Russia-Ukraine conflict

The conflict and humanitarian crisis in Ukraine continue to evolve by the day. In this update, our experts discuss the latest developments and whether progress toward a solution could be in sight.

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.

4 Tabs test POC

Market volatility and the Russia-Ukraine conflict

The crisis in Ukraine continues to unfold before our eyes. Here, our experts provide timely insights into the potential geopolitical, economic and market implications.

Update: Market volatility and the Russia-Ukraine conflict

Panelists discuss the impact on oil prices, inflation, the economy and investment markets—and share their views on how investors can remain calm and focused on their goals at this difficult time.

Inflation: How high for how long?

Prices in the U.S. are rising at their fastest pace in decades. What could it take to turn the corner on inflation — and could there be a positive side to it?

The big shift: New market forces and ways to prepare

Watch experts discuss inflation, rising interest rates, volatility, global tensions. Economic shifts and disruptions are transforming the markets and creating new opportunities and risks for investors.

How to successfully sell your business

To ensure the sale of your company is ideal for you, your family and firm, consider these five stages of business and personal readiness

What we all can learn from women investors

Compare your investing style with these insights

Understanding the implications of a move to Florida

Frequently asked questions

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.

Bank of America Private Bank at Miami Art Week

Outlook 2022: Bridge to a new dawn

Could 2022 mark the beginning of a new era for the markets and the economy? Hear why our Chief Investment Officer and other top minds in the business think it could be — and get their insights on what you could do to prepare.

Private Bank digital capabilities

Relationship led, powered by digital

Investment management for nonprofits: Outlook 2022

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

Your 2022 financial checklist: 5 questions to ask your advisor now

Discussing these issues can help you navigate potential risks and opportunities, as well as helping you stay on track to meet your goals this year

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.

Inflation — one of retirement's biggest risks — is back

Four strategies that could help you counter its effects as you head into and through retirement

Getting ready for a business transition

Business Owner Strategic Services

7 lessons for today’s investors

What the global response to the pandemic can tell us about the road ahead – and where to find possible emerging opportunities

Outlook 2022: Dawn of a breakout era?

Watch Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank as he leads an Outlook 2022 discussion informed by BofA Global Research’s year-ahead work and the CIO’s Investment Strategy outlook.

5 ways to fund your startup

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

Outlook 2022: New day dawning for the markets

Is it time to consider alternatives?

Investors seeking returns and yield uncorrelated to those of stocks and bonds can find new options and potential opportunities in alternative investments, says Bank of America’s head of Alternative Investments, Specialty Asset Management and Investment Solutions Specialists, Nancy Fahmy

Beyond inflation and the Fed: Why the markets may be volatile this year

The first few weeks of 2022 saw precipitous declines. Our Chief Investment Office examines the causes and offers insights on navigating market ups and downs.

Protecting your digital assets

Chief Investment Office Wealth Strategy Report October 2021

Wealth planning for the year ahead

Tune out the noise

Outlook 2023: Back to the (new) future

Could the coming year bring a return to a more promising market environment? Listen to why our Chief Investment Officer and other experts from Bank of America believe it could – and get insights on steps you could take now to prepare.

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 advisor can help.

Investors guide to the first half of 2023 — and beyond

As the markets and economy continue their reset, these insights can help you tailor your portfolio to your risk tolerance, goals and personal investing style

The power of leverage

How — and when — borrowing against your fine art, investment portfolio, real estate or other valuable assets could be a key part of your wealth strategy

Your 2023 financial checklist: 5 questions to ask your advisor now

Discussing them could help you identify potential risks — and opportunities — as you review progress toward your goals for the coming year and beyond

Investment governance for the post-pandemic world

Outlook 2023: Why this could be a pivotal year for investors

As the global economy and markets reset, our Chief Investment Office sees many new opportunities emerging. Here’s what to watch for.

Outlook 2023: Investment management for nonprofits

Special CIO Post-election Market Update Call

Tune in at 2:00 p.m. EST on Monday and Friday for the latest insights.

Outlook 2023: Back to the (new) future

Outsourced CIO for Nonprofits: overview & benefits

Board members are often stretched thin by their many roles and responsibilities. A strategic partner can share the load – while supporting the organization’s mission.

How much is too much global debt?

At today’s higher interest rates, debt is climbing to record levels. Find out what that could mean for corporate earnings and the markets in 2024.

Looking toward a new era of growth

Hear our experts discuss their outlook for 2024 and learn steps you could take now to prepare.

Outlook 2024: Positioning yourself for future growth

After years of market turmoil, the Chief Investment Office sees a new normal emerging and an economic expansion building. Here’s how to navigate the crosscurrents.

Wealth Strategy Report

Inflation, market volatility and elevated interest rates: Tax consequences and favored planning techniques

Global elections and the markets: What to expect in 2024

More than 40 national elections are scheduled worldwide next year. Here’s what they could mean for your investments.

Key investment management trends for Nonprofits

In this virtual event, a panel of experts will discuss key trends impacting the nonprofit industry for the year ahead.

Event Template

5 questions to ask your advisor in 2025

Reviewing your plans for investing, retirement and other financial priorities could help you prepare for new risks and opportunities ahead

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

Midyear 2024: What’s ahead for the markets and investors?

After a surprisingly positive first half of the year, can the momentum continue? In this Q&A, Chief Investment Officer Chris Hyzy shares his insights and signs to watch for on the road ahead.

2024 Midyear Outlook: Bridge to a more bullish future?

What could interest rates and the U.S. election mean for the markets? Experts discuss.

The 5 stages of charitable giving

Realizing a philanthropic vision can begin at any age — and will evolve over a lifetime. Learn how you and your family can make a meaningful impact that can last for generations.

Investing in a year of election uncertainty

As the November elections draw closer, the ideas in our video below could help limit the potential effects of any volatility on your portfolio

Sunsetting estate and gift tax law provisions

An insightful conversation to help you take advantage of today’s gift and estate laws

LGBTQ+ wealth planning: 5 key considerations

Art market update: A new equilibrium

As auction sales level off in 2023 from highs reached a year or so ago, the art market recalibrates with more conservative pricing, risk management and an unquenching demand for A+ works.

How executives can prepare for unexpected life events

By taking thoughtful, strategic steps, you can see to the long-term security and well-being of your family and yourself.​

Generational Divide Among Wealthy Americans: 2024 Study

Your 2024 financial checklist: 5 questions to ask your advisor now

Discussing them could help you identify potential risks — and opportunities — as you review progress toward your goals for the coming year and beyond

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.

Capital Market Outlook

This timely commentary from our Chief Investment Office can help you navigate markets and take advantage of emerging trends across the globe.

CIO Market Update Audiocast Series

For latest insights on the markets, tune in regularly to the CIO's Market Update audiocast series.

Making charitable giving more tax-efficient

Harvesting your portfolio’s gains can help your philanthropic dollar go farther — and potentially lower your tax bill. Here’s how you can make this strategy a regular part of your wealth planning.

Market briefs

Breaking insights on the economy, market volatility, policy changes and geopolitical events.

Investment management for nonprofits

Prepare your endowment or foundation for 2025 and beyond. Hear from the expert panelists as they discuss the latest investment insights and emerging themes for nonprofits as you prepare for this year and beyond.

5 questions to ask your advisor in 2025

Reviewing your plans for investing, retirement and other financial priorities could help you prepare for new risks and opportunities ahead.

Exploring options for tax payments

When you enter the workforce: What now?

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.

Art market update: A turn toward untapped markets

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.

Market Decode: Outlook 2026 preview

In a world of disruption, innovation and resilience, get ready for a transformational year ahead.

How much is too much cash in your portfolio?

You may be tempted to increase your cash holdings when interest rates rise or markets become volatile. These insights can help you understand the risks as well as the benefits.

Managing your concentrated stock position

A step-by-step guide to building your portfolio

Surprising resilience of the S&P 500

Through inflation, recessions, overseas tensions and other volatile market events, this decades-old index has continually reinvented itself, historically tracking solid returns. What’s the secret to its durability?

Weathering the ups and downs of the markets

Investment management for nonprofits

Prepare your endowment or foundation for 2025 and beyond. Hear from the expert panelists as they discuss the latest investment insights and emerging themes for nonprofits as you prepare for this year and beyond.

Inflation and taxes: What you need to know

Adjustments made for inflation each year could affect how much federal income tax you owe. These strategies could help minimize your tax bill.

Art at Bank of America

Latest on how we're supporting the art community

2025 Bank of America Study of Philanthropy

Watch industry leaders discuss the findings from the 2025 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, the tenth edition of this seminal research.

The power of family meetings

Sharing your legacy plan with those you care about is a critical step, often skipped. Here’s how to make estate planning conversations with your family most productive.

2025 Bank of America Study of Philanthropy

Watch industry leaders discuss the findings from the 2025 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, the tenth edition of this seminal research.

2025 Giving Season Market Update

What today’s markets and policy moves mean for your charitable giving.

Timely topics

The latest thinkings, insights, and perspectives from Bank of America Private Bank

Navigating change with purpose

How affluent households shaped philanthropy

The best time to plan your charitable giving may surprise you

Harvesting your portfolio’s gains year-round may be a more efficient way to give.

Building blocks to guide your long-term investment decisions

The right wealth management decisions for your portfolio depend on your current financial situation, long-term goals and market performance.

Making an ‘all-cash’ property offer

Art Market Update: A New Era of Uncertainty

What trends are experts seeing this season? Find market trends, a Q&A with one of our art planning executives, and details on upcoming exhibits in the latest report.

Do’s and don’ts of investing an inheritance

From tax considerations to asset allocation and more, there are many factors to consider before merging inherited assets into your portfolio. These tips can help.

What’s fair vs. equal within families?

This video, featuring Dr. Karl Pillemer of Cornell University, and our expert panelists, explores what’s fair vs. equal when it comes to families and legacy planning.

Core principles every investor should know

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

What is tax-loss harvesting and how does it work?

Selling investments at a loss can help to offset gains and cut your tax bill. Here’s how it works.

Giving with purpose

How affluent households contributed in 2022

Estate planning for a digital world

The assets you’ve stored online require expanded treatment from those you’ve kept in physical form.

Thanks, Mom, for all the great financial advice!

Several of our women leaders remember the valuable lessons their mothers taught them and share tips to help you teach your children about money

Let’s Talk Investments

Be the foundation for their next chapter

“Helping the next generation become homeowners” talks about the many ways parents and grandparents can lend a hand, including making direct gifts, acting as the banker and establishing a trust.

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.

Integrating complex assets into giving strategy

When your wealth is derived from a family business, real estate or another illiquid asset, supporting the causes you’re passionate about requires planning.

Client Story:
Bridges from School to Work

Watch this video and learn how Bridges from School to Work helps young adults with disabilities find meaningful work.

Turn your family office into a family bank

Strategically borrowing through your family office can help your family meet distinct goals in flexible, discreet ways.

Managing your cash

A strategic, tiered approach could help optimize your returns while maintaining the liquidity and safety you need.

You’ve found the person you’ll spend your life with. What now?

When a relationship gets serious, it’s time for calm and earnest discussions about money.

Making the switch: Your guide to Roth IRA conversions

Thinking about converting from a traditional to a Roth IRA? These insights can help minimize the tax bite and simplify what can seem like a complicated process.

Essentials of a strong cyber response

All companies need to prepare for disruptions caused by cybercrime. Here’s how to get started.

5 questions when drafting your trust

Getting the language right matters and can help ensure your wishes are carried out as you planned.

Donors, beware these digital giving scams

Philanthropic fraud flourishes online. Take these steps to safely make digital donations part of your overall giving plan.

4 times to ask, "How will this affect my taxes?"

Considering the tax implications of key financial moves could save you money. Here’s what you need to know.

'Great Wealth Transfer': emerging trends

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

What’s up with 10-year Treasury yields?

They dominated market headlines early in the year for their sudden rise and reflection of the larger economy. Here’s what they might mean for you.

Should your company manage your personal finances?

When should you separate your family office from your business? Read some challenges when you mix family matters with your business.

Family Office Forum: Sitting down with Stephan Roche

Hear some best practices from a former family office executive

Estate tax savings beyond exemptions

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

When an irrevocable trust needs to change

As laws and circumstances change, sometimes a trust needs to be modified in order to continue to fulfill its original purpose. Here’s how to navigate the process.

Becoming a grandparent. What now?

Selling to employees: an overlooked exit strategy

Accelerating charitable impact

Giving through donor-advised funds

My Financial Picture®

Access to a more complete view of your finances

The value of a corporate fiduciary on your side

Preparing executives for unexpected life events

By taking thoughtful, strategic steps, you can see to the long-term security and well-being of your family and yourself.​

Efficient back office solutions for family office

Giving Season 2024 - Market Update

Funding your charitable giving during Giving Season and in the future.

Avoiding trustee (and family) turmoil

Foresight and experienced guidance may help ensure that trusts can fulfill their missions with minimal discord.

How to protect your cloud deployments

Robust security depends on understanding the security measures that complement the protections offered by cloud service providers

Going paperless

A guide to updating your statement delivery settings

Capital Market Outlook - April 21, 2025

April 21, 2025

Capital Market Outlook - April 14, 2025

April 14, 2025

Capital Market Outlook - April 7, 2025

April 7, 2025

Capital Market Outlook - March 31, 2025

March 31, 2025

Capital Market Outlook - March 24, 2025

March 24, 2025

Capital Market Outlook - January 13, 2025

January 21, 2025

Capital Market Outlook - January 13, 2025

January 13, 2025

Capital Market Outlook - January 6, 2025

January 6, 2025

Capital Market Outlook - December 23, 2024

December 23, 2024

Capital Market Outlook - December 16, 2024

December 9, 2024

Capital Market Outlook - November 18, 2024

November 18, 2024

Capital Market Outlook - November 12, 2024

November 12, 2024

Capital Market Outlook - November 4, 2024

November 4, 2024

Capital Market Outlook - October 28, 2024

October 28, 2024

Capital Market Outlook - October 21, 2024

October 21, 2024

Capital Market Outlook - October 15, 2024

October 15, 2024

Capital Market Outlook - October 7, 2024

October 7, 2024

Capital Market Outlook - August 19, 2024

August 19, 2024

Capital Market Outlook - August 12, 2024

August 12, 2024

Capital Market Outlook - August 5, 2024

August 5, 2024

Capital Market Outlook - July 29, 2024

July 29, 2024

Capital Market Outlook - February 26, 2024

February 26, 2024

Capital Market Outlook - December 11, 2023

December 11, 2023

Capital Market Outlook - October 23, 2023

October 30, 2023

Capital Market Outlook - October 23, 2023

October 23, 2023

Capital Market Outlook - October 2, 2023

October 16, 2023

Capital Market Outlook - October 10, 2023

October 10, 2023

Capital Market Outlook - October 2, 2023

October 2, 2023

Capital Market Outlook - September 25, 2023

September 25, 2023

Capital Market Outlook - September 18, 2023

September 18, 2023

Capital Market Outlook - September 11, 2023

September 11, 2023

Capital Market Outlook - September 5, 2023

September 5, 2023

Capital Market Outlook - August 28, 2023

August 28, 2023

Capital Market Outlook - August 21, 2023

August 21, 2023

Capital Market Outlook - August 14, 2023

August 14, 2023

Capital Market Outlook - July 31, 2023

July 31, 2023

Capital Market Outlook - July 24, 2023

July 24, 2023

Capital Market Outlook - July 17, 2023

July 17, 2023

Capital Market Outlook - June 26, 2023

July 3, 2023

Capital Market Outlook - June 26, 2023

June 26, 2023

Capital Market Outlook - May 30, 2023

May 30, 2023

Evaluate Your Current Financial Situation & Financial Goals

Not sure where you are with your financial goals, situation, and financial health ? Use these worksheets to help you evaluate your current financial situation and articulate your plans for the future.

Capital Market Outlook - May 15, 2023

May 22, 2023

Capital Market Outlook - May 15, 2023

May 15, 2023

Capital Market Outlook - May 8, 2023

May 8, 2023

Capital Market Outlook - May 1, 2023

May 1, 2023

Capital Market Outlook - April 24, 2023

April 24, 2023

Capital Market Outlook - April 17, 2023

April 17, 2023

Capital Market Outlook - April 10, 2023

April 10, 2023

Capital Market Outlook - October 24, 2022

October 24, 2022

Capital Market Outlook - October 17, 2022

October 17, 2022

Capital Market Outlook - October 3, 2022

October 11, 2022

Capital Market Outlook - October 3, 2022

October 3, 2022

Capital Market Outlook - September 26, 2022

September 26, 2022

Capital Market Outlook - September 19, 2022

September 19, 2022

Capital Market Outlook - September 12, 2022

September 12, 2022

Capital Market Outlook - September 6, 2022

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Capital Market Outlook - August 29, 2022

August 29, 2022

Capital Market Outlook - August 22, 2022

August 22, 2022

Capital Market Outlook - August 15, 2022

August 15, 2022

Capital Market Outlook - August 8, 2022

August 8, 2022

Capital Market Outlook - August 1, 2022

August 1, 2022

Capital Market Outlook - July 25, 2022

July 25, 2022

Capital Market Outlook - July 18, 2022

July 18, 2022

Capital Market Outlook - July 11, 2022

July 11, 2022

Capital Market Outlook - July 5, 2022

July 5, 2022

Capital Market Outlook - June 21, 2022

June 21, 2022

Capital Market Outlook - May 31, 2022

June 13, 2022

Capital Market Outlook - May 31, 2022

June 6, 2022

Capital Market Outlook - May 31, 2022

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Capital Market Outlook - May 16, 2022

May 23, 2022

Capital Market Outlook - May 16, 2022

May 16, 2022

Capital Market Outlook - May 9, 2022

May 9, 2022

Capital Market Outlook -November 8, 2021

November 8, 2021

Capital Market Outlook -November 1, 2021

November 1, 2021

Capital Market Outlook -October 25, 2021

October 25, 2021

Looking ahead to a ‘new frontier’ for investors

Capital Market Outlook -October 18, 2021

October 18, 2021

Capital Market Outlook -October 12, 2021

October 12, 2021

Capital Market Outlook -October 4, 2021

October 4, 2021

Decoding the motivations of America's most influential donors

Capital Market Outlook -September 27, 2021

September 27, 2021

Capital Market Outlook -September 20, 2021

September 20, 2021

Capital Market Outlook -September 13, 2021

September 13, 2021

Selling your art? Here's how to make it smoother.

Why infrastructure spending is a ‘big deal’ for investors and the economy

Capital Market Outlook -August 30, 2021

September 7, 2021

Capital Market Outlook -August 30, 2021

August 30, 2021

Growth or value stocks? Why the answer today may be ‘both’

Investment spotlight – best practices for foundation & endowment management

Experts discuss how nonprofit leaders are addressing strategic issues related to investing, spending and governance.

Capital Market Outlook -August 28, 2021

August 23, 2021

Capital Market Outlook -August 16, 2021

August 16, 2021

Give with greater impact