Archive

Features

Active Management is Essential

Directing fixed income in a rising-rate environment.

The Essentials for a Life Well-Lived

A recent U.S. Trust survey finds that significant wealth empowers, but does not define, life’s purpose.

Technology and the Future of Investing

Having the tools to sort, analyze and compare data efficiently can be a game changer for investors, says investment firm BlackRock.

Millennials and Inheritance

A two-part primer for parents and their children.

Give, Monitor, Evaluate

Wealthy donors have the drive — and the tools — to keep a sharper eye on how their gifts are changing lives.

Exploring Timelines and Pillars

Fund managers from GMO, LLC, and PIMCO, LLC, discuss their investment strategies.

Navigating Your Sale

How to chart your course and pick your crew after you decide to sell your business.

Environmental Involvement Ramps Up

Bank of America provides billions in capital and financing to support a low-carbon economy for future generations.

In Conversation With Ron
And Stephanie Cordes

The co-founder and vice chair of the Cordes Foundation — who also happen to be father and daughter — discuss impact investing, second acts and millennials with Jackie VanderBrug, co-chair of the Impact Investing Council at U.S. Trust.

The Global Water Crisis

As California (and the world) grows thirstier, investors are looking at water in a new way.

Parents and Inheritance

A two-part primer for parents and their children.

Our Insights

Wood Pellets Ignite Interest

Nuggets of dried biomass could be the next big thing in sustainable fuel.

Updated Digital Account Access

Redesigned Account Access on our website and iPad app makes retrieving
account information easier.

Joining the Sustainability Index

Bank of America named to the 2015 Dow Jones Sustainability Index (DJSI).

Bank of America Wins Award

Named Best Bank in Corporate Social Responsibility.

The Giant Experiment

Confusion and concern abound, but our outlook is for signs of life ahead.

Rising Rates Bad For Estate Planning?

Lower interest rates are ideal, but the expected increase doesn’t mean it’s time to panic.

Governance and Economies

On a global scale, it’s clear that when people are free to pursue their goals, the economy benefits.

Becoming a High Impact Philanthropist

To bring more focus to their giving, wealthy donors are drilling down, checking up and reaching out.

Harvesting Losses for
Tax-Advantaged Investing

A thoughtful approach aims to enhance after-tax returns.

Interest Rates

An interview with DeAnne Steele

A Message From Keith Banks

Features

Bank of America’s Catalytic Finance Initiative: Investing for Our Future

Helping to remove the barriers to investment in high-impact clean energy projects worldwide.

Women and Climate Change

Although disproportionately affected by catastrophic weather events, women could nevertheless play a crucial role in creating a more secure future for us all.

The Way of Clough

The co-founder of Clough Capital shares his views on healthcare, China, big banks and more.

Direct Real Estate Investing

Commercial real estate offers the potential for attractive yields, capital appreciation and valuable tax benefits.

The State of the Art Market, Part II

The second in a two-part examination of what is driving art sales and where and how to find great works for your collection.

Timeless Alternatives

You can’t take it with you, but arrangements you make now can help protect the future of your collection.

Memory and Your Family

When memory goes, so goes the ability to manage everything from relationships to decisions on family wealth. What happens next?

Special Olympics Flame of Hope Heads Across America

Bank of America is helping to shine a light on the importance of an inclusive society for all.

Our Insights

Global Rebalancing Shifts Gears

The United States and other equity markets moved to record highs in the fourth quarter.

Responsible Investing Initiative Gains Traction

U.S. Trust joins the U.N.-supported Principles for Responsible Investment, which promotes socially concerned investing.

Merrill Edge: A Powerful Complement To Our Relationship

Online investing, expert research and advice — all linked to your U.S. Trust account.

Reviewing Obama’s 2016 Tax Proposals

So many proposals in the Administration’s fiscal 2016 budget, but do any of them stand a chance of passing?

The Big Top World

Even with a circus of conflicting trends, the outlook remains encouraging.

The Strong Dollar

An interview with DeAnne Steele

A Message From Keith Banks

Stable Ground and Strong Foundations

Our 2015 outlook on specialty assets.

Volunteerism and Donations on the Rise

The 2014 U.S. Trust® Study of High Net Worth Philanthropy reveals that giving among the wealthy and very wealthy is on the rise, with a clear focus on education.

A Guide To Disruptive Technology

Innovations that transform how we live can also boost the economy and present investment opportunities.

In Conversation With Francine LeFrak

The daughter of a New York real estate magnate helps survivors of the Rwanda genocide get their lives back on track by making beautiful jewelry.

Features

Philanthropies and the
Risk of Misjudging Risks

For nonprofit fiduciaries, an insufficient grasp of issues can have
serious consequences, both organizational and personal.

Opportunities in the Low-Carbon Economy

Investors may benefit from wider use of sustainable energy and growing efficiency.

Sustainable Bond Strategies

Breckinridge Capital Advisors

ESG Investing Goes Mainstream

In a striking change from the recent past, environmental, social and governance principles offer investors greater potential to do well while doing good.

A Fixed Income Approach

Community Capital Management

The Model of Resource Efficiency

Osmosis Investment Management

Leveraging Your Art Collection

Borrowing against the value of your artwork can free up cash without disturbing your holdings.

Getting to Know Smart Beta

An increasingly popular alternative (or complement) to traditional passive and active investments, smart beta is worth a closer look.

Settling the Estate

In today’s world, the seen — and unseen — roles and responsibilities of executors, and their agents, are changing.

The State of the Art Market

The first of a two-part examination of what is driving art sales and where great works can be found at a discount.

Map Your Retirement Goals

Early planning can help you to avoid costly mistakes, live the retirement lifestyle you desire and leave a greater legacy.

An Evolving Approach

Bank of America rethinks corporate social responsibility for sustainability.

Tax Considerations and Retirement

Dealing with federal and state taxes during retirement can be complicated, but some strategies may help relieve the burden.

The Evolution of Smart Beta

A brief investigation into the origins of this growing investment platform.

In Conversation With Brad Keywell

Company culture, the importance of failure and other lessons learned.

Our Insights

Your Flexible Credit

Credit solutions allow investors to transfer assets, make large purchases and pursue other financial goals.

Housing

An interview with DeAnne Steele.

Year-End Tax Planning

A heads-up about two issues.

How the U.S. Trust
Family Office Can Help You

As their wealth grows and becomes more complex, families often look for a solution to help them gain more control over their affairs, reduce costs and more.

Real Assets:
Finding Positive Trends

Finding positive trends, especially in commercial real estate,
farm and ranch land, and timberland.

Trends in American Philanthropy

A recent survey charts the generosity of the nation’s wealthiest households.

A Message From Keith Banks