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Clarify the financial side of #Medicare by asking these 5 key questions—whether you’re helping your parents or turning 65 yourself this year.
During #LGBTQHistoryMonth, explore our new study to hear some of the financial commonalities within the diverse LGBTQ+ community.
Our new study shows that individuals in the diverse LGBTQ+ community share certain key experiences that influence financial decision-making. #LGBTQHistoryMonth bit.ly/3vXTzlQ
With the right guidance, big questions can reveal a bigger picture. So, #WomenInvested, what are you asking yourself about right now? 💭
Today’s questions can reveal tomorrow’s path. When it comes to your full financial life, our advisors are here to help. #WomenInvested Learn more: bit.ly/3miN4qd
In the midst of accelerating inflation, which sectors could benefit from rising interest rates? Get the latest in the 10/25 CMO report. bit.ly/3Cpu5Ag
#PabloPicasso’s “La Vie” is viewed as the culmination of his Blue Period. His limited palette of cool colors are suggestive of night, mystery, dreams and death.​ Learn more about this work in the latest Bank of America’s Masterpiece Moment at The @ClevelandArt.
From phishing scams to fake apps, know how to identify fraud and keep your family secure online. #CyberSecurityMonth
You’re joining your lives together. Will you merge your taxes, too? Consider this and other #financial questions for #newlyweds bit.ly/3m5JxvF
Our women advisors gathered to share ideas on best serving clients, connecting with colleagues & to hear new perspectives from leaders. Here's a few of the inspiring leaders who led the discussion today.
Congratulations to the 117 Merrill advisors named to the Working Mother “Top Wealth Advisor Moms” list. Thank you for all that you do for your clients! #WomenInvested
We’re so proud that our work on the rising tide of #GenderEquity in wealth management has won an @the_ARF David Ogilvy Gold Award in the Brand Purpose category. 🏅 Thank you for this honor!#ARFOgilvyss#WomenInvestedd
Imagine how far you could go with a little bit of help. Connect with a Merrill #financial advisor today and prepare for the future to take shape.
The coronavirus pandemic has stretched the limits of monetary policy for many major central banks. To find out what this could mean for the future, look to the 10/11 CMO report. bit.ly/3aATuKM
From age 50 until retirement, there are several key stops along the way. Here are the dates to know and remember—so you can aim to make the most of your #SocialSecurity benefits.
From its dynamism to its emotional representation of post-World War II culture in the United States, “Cathedral,” by #JacksonPollock, is an early example of Abstract Expressionism. Learn more at the @DallasMuseumArt in #BofAMasterpieceMoment.
Merrill Lynch's Peter Kline has run 60+ marathons with rider athletes, giving young people with disabilities the chance to experience crossing a finish line. He'll run #ChicagoMarathon for a third time with Peter Ruiz, a Chicagoan with spina bifida, & we'll be cheering them on!
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For Merrill advisor Cisco Rosales, #HispanicHeritageMonth means honoring the strength and resiliency of the Hispanic community.
You have what it takes to reach your goals. The right team can help you get there. #ChicagoMarathon bit.ly/3iIZuWo
Watch today and get answers to the latest healthcare questions: How can I plan for rising costs? What do I need to know about Medicare? Are there opportunities to invest in healthcare innovations? #MerrillPerspectives
How did the events of 2020 affect #CharitableGiving by affluent families? Read the 2021 Bank of America Study of Philanthropy to find out.
Merrill advisor Noreen Gillen shares what #HispanicHeritageMonth means to her—a celebration of everything the Hispanic community brings to the table.
Monetary policy is an important piece to watch in the coming months, as it (likely) begins to downshift. Learn what else to keep an eye on in the 10/4 CMO report. bit.ly/3lbvOCL
How can I plan for rising healthcare costs? Are there investment opportunities in the industry? Tune in this week to watch experts address these questions and more. #MerrillPerspectives
For Merrill advisor Gabriel Torres, #HispanicHeritageMonth is a chance to come together as a community to make a difference.
On Thursday, 10/7/21, expert panelists discuss #healthcare, how to prepare for rising costs and industry innovations. #MerrillPerspectives
As the parent of a college-bound child, you may be wondering if a tax-advantaged 529 savings plan will impact your child’s financial aid eligibility. We can help. #CollegeSavingsMonth
Given the speed of Europe’s energy sector transformation, supply chain discontinuities won’t come as a surprise. Learn more about supply shortages in the 9/27 CMO report. bit.ly/3zJrVcs
The Bank of America #ChicagoMarathon lifts up our spirits and the city’s economy. Together with the spectators, volunteers & participants, we’re celebrating its return.
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#HispanicHeritageMonth is a time to proudly reflect on Hispanic influence. Merrill advisor Kenneth Coto shares why it’s important to him.
This #HispanicHeritageMonth we look at an artist who transformed art in Mexico. #RufinoTamayo strived to bring Mexican art and its cultural roots to the world and vice versa. Head to The @SDMA with #BofAMasterpieceMoment to learn more about his work “The Somnambulist.”
Whatever your financial goals are, a Merrill advisor can help you pursue them. It all starts with your priorities.
Nancy De Leon, a Merrill financial advisor who proudly serves the Hispanic community, shares why #HispanicHeritageMonth is important to her.
Congratulations to the Merrill advisors on the @Forbes “Top Next-Gen Wealth Advisors” list.
Before you send your children to college, it’s important to talk to them about #financial responsibility. These 4 steps can help guide your conversation. bit.ly/3o28Kbw
Pursuing positive change while seeking competitive returns – that’s the power of #ImpactInvesting. Take a closer look as we decode #SustainableInvesting.
#Investment growth is likely to remain strong to expand supply capacity and ease shortages. Learn more about the incoming data in the 9/20 CMO report. bit.ly/3hWv0Qd
If you’re caring for a loved one with Alzheimer’s, know that you’re not alone. On #WorldAlzheimersDay, we’re sharing our top caregiving support tips.
During #HispanicHeritageMonth, we embrace the many contributions made by the Hispanic community. Merrill advisor Candy Bobonis reflects on what this month means to her.
From age 50 until retirement, there are several key stops along the way. Here are the dates to know and remember—so you can aim to make the most of your #SocialSecurity benefits.
For Merrill advisor Juan Herrans, celebrating #HispanicHeritageMonth means supporting the Hispanic community and recognizing its influence today and every day.
What’s the biggest #economic surprise of 2021? The wide discrepancy between inflation forecast and inflation performance. Set your expectations with the September 13 CMO report. bit.ly/39m0pqR
Besides setting aside money for college, 529s offer many features and benefits. Find out what costs they can cover and how they may impact your taxes. #529Plan
Despite numerous challenges and a devastating injury, #FridaKahlo continued to paint and become one of the most recognized artists of the 20th century. Learn more about her work “Self-Portrait with Monkey,” 1938, in the @AlbrightKnox collection. #BofAMasterpieceMoment
On the anniversary of 9/11, we pause to reflect and honor the innocent lives that were lost during such an unspeakable tragedy. May we never forget.
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With 529s, saving for a child’s future education can start today. Take a closer look at how they can help cover the cost of college and their tax advantages.
As U.S. corporate earnings have continued to grow at a fast pace, find out what the potential risks are. It’s all in our September 7 CMO report. bit.ly/3tALcvi
💰TIP 6: Recommit yearly. We’re talking about love AND finances. Take time each year to check on your plans and help your union remain strong. 7/7bit.ly/38OYlY36
💰TIP 5: Update legal docs, including your will. This part may not be fun, but it’s extremely important—and there’s no reason to wait. 6/7
💰TIP 4: Consider filing jointly. Now that you’re married, taxes are a bit more complicated, so take time to learn about your options. (Merrill does not provide tax advice.) 5/7
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