Perspectives On: Advisor Tips, Healthcare, Infrastructure

An advisor can help you prepare for life's major milestones
 ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Merrill | A Bank of America Company
Find an advisor

09.

2021

Merrill Lynch Wealth Management

Perspectives

Article Image - Someone packing their home. Read how an advisor can help you prepare.

5 top reasons people turn to an advisor

It’s not just about investing. An advisor can help you prepare to retire, buy a home and more.

   Learn more   
Article Image - Needle in a petri dish. Register to learn how to prepare for rising costs and healthcare innovations.

Big changes in healthcare: Will they change your financial life?

Experts answer key questions to help you prepare for rising costs and innovations transforming the healthcare system.

   Register now   
Article Image - A woman smiling. Explore the financial priorities of diverse communities.

Diverse Viewpoints on wealth

Our research explores the financial priorities of the affluent Black/African American, Hispanic/Latino and LGBTQ+ communities we serve.

PLUS: Read and watch what Hispanics/Latinos are saying about wealth and family
   Explore here   
Article Image - A work crew repaving a bridge. Read about how infrastructure spending could create investment opportunities.

Why infrastructure spending is a big deal for investors

A surge of government funding could mean more than improved roads and bridges. It could create potential investment opportunities.

   Learn more   
Article Image -Two men sitting with their feet dangling in a pool. Find out which upgrades work for you and how to pay for them.

How to create — and fund — your own backyard oasis

Ask yourself which upgrades could make the most sense for you — and how you can pay for them.

   Read more   
Are you on track for your goals? Get our free Goals Strategy Review to find out. Get started.

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
© 2021 Bank of America Corporation. All rights reserved. 3751505

Comments

Popular posts from this blog

Fidelity: Bollinger band stock signal

Viewpoints: What to do after a data breach