Merrill Lynch - Wealth Management

Preparing for Higher Taxes

Our panel of tax and policy experts explains why rates are almost certain to rise, while offering strategies you and your tax professional can consider now to help protect your portfolio. View Replay

How Much Risk Is Right for You?

While cash plays an important role in your portfolio, ignoring the need for growth as well as preservation can compromise your long-term goals. Read More

Leaving More Than Money

An ethical will could be one of the most valuable estate planning tools you have. Here's how to get yours right. Read More

Emerging Markets: New Drivers of Global Growth?

A handful of thriving economies are brightening the world picture — as two leading BofA Merrill Lynch Global Research strategists explain.
View Video

Selling Your Small Business for Retirement

Your exit strategy plays a big role in your retirement planning. Here are some ideas to help you get the most out of that transition. Read More

Sitemap · Privacy & Security · · · ML.com

Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results.
Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Merrill Lynch Wealth Management is the marketing name for the services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated and other subsidiaries of Bank of America Corporation. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and a wholly owned subsidiary of Bank of America Corporation.

Bank of America Corporation (Bank of America) is a financial holding company that, through its subsidiaries and affiliated companies, provides banking and investment products and other financial services.

The services described as being offered by Merrill Lynch Trust Company are provided by the Merrill Lynch Trust Company division of Merrill Lynch Bank & Trust Co., FSB, or Merrill Lynch Trust Company of Delaware. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Merrill Lynch Bank & Trust Co., FSB, Merrill Lynch Trust Company of Delaware, Merrill Lynch Life Agency Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and Banc of America Securities LLC are wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Securities LLC are registered broker-dealers.

Merrill Lynch and Bank of America have separate privacy policies and have not yet integrated choices related to how your personal information may be used, including your marketing preferences. Please see each company's privacy policies for more information on how to exercise your preferences with each company.

Investment and insurance 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

BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates.

MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including Columbia Management, BlackRock and Nuveen Investments.