Perspectives On: The Value of Advice, Election Insights, Home Office

Insights to help you weigh what an advisor can do for you
 ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Merrill | A Bank of America Company
Find an advisor

10.

2020

Merrill Lynch Wealth Management

Perspectives

Article Image - Portrait of a young family

What Can an Advisor Do for Me?

It's about more than investing. An advisor can help you stay on track to pursue your goals.

   Learn more   
Article Image - Capitol building at night

The Election & the Markets

Get our latest insights on how the election could affect the economy and your investments.

   Explore here   
Article Image - Man on cell phone

Taxes, Social Security & Your Retirement Income

Things to consider as you begin to draw from your accounts.

   Read more   
Article Image - Illustration of a home office

Planning a Home Office Renovation?

Here's what you need to know about the costs, taxes and more.

   Learn more   
Understanding you and your family is our number one priority, because what matters to you is what matters to us. Talk to one of our advisors and get your free Goals Strategy Review.

Reader Resources

Find the right advisor for you

Why a Merrill financial advisor?

Explore your goals

Merrill | A Bank of America Company
Privacy & Security  • Legal Information  •  MLPF&S Financial Statement  •   ML.com

If you prefer not to receive this newsletter in the future, please click here.

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material does not take into account a client's particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of BofA Corp.

The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for Global Wealth & Investment Management ("GWIM") clients, is part of the Investment Solutions Group ("ISG") of GWIM, a division of Bank of America Corporation ("BofA Corp.").

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products, insurance and annuity products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
© 2020 Bank of America Corporation. All rights reserved. 3273259

Comments

Popular posts from this blog

Fidelity: Bollinger band stock signal