An advisor can help you prepare for life's major milestones
| | | | | Merrill Lynch Wealth Management | | | |  | | | | It’s not just about investing. An advisor can help you prepare to retire, buy a home and more. | | | | |  | | | | Experts answer key questions to help you prepare for rising costs and innovations transforming the healthcare system. | | | | |  | | | | Our research explores the financial priorities of the affluent Black/African American, Hispanic/Latino and LGBTQ+ communities we serve. | | | | | | |  | | | | A surge of government funding could mean more than improved roads and bridges. It could create potential investment opportunities. | | | | |  | | | | Ask yourself which upgrades could make the most sense for you — and how you can pay for them. | | | | | | | | | | | | Privacy & Security • Legal Information • MLPF&S Financial Statement • ML.com
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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.
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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 | | | |
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