Archive

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.

Socially Innovative Investing (S2I)

U.S. Trust

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

Features

Three Steps to a More Secure Digital Life

As you move more of your information online, here’s how you can safeguard your assets, preserve your good name, and assist your family.

Healthcare Investments in a Divided World

America frets about medical insurance and eldercare, but other nations' concerns are more basic.

U.S. Energy and Real Estate
In a Transforming World

As once-unimaginable forces reshape how people live, two investment experts share insights on where their sectors might be headed.

Fine Tuning Your Business

You started it, you manage it every day. Now make sure you’re prepared for tomorrow.

Six Key Strategies for Funding Education

With tuition bills growing ever larger, tax-aware approaches to saving and paying for education can help to ease the burden.

2014 U.S. Trust
Insights on Wealth and Worth®

The profile of the modern American family is evolving, and it’s changing how wealth affects familial relationships, attitudes and behavior.

The Future of Education

An acknowledged expert in the field weighs in on where learning might be headed.

Take the Wheel

Planning for the financial future of your auto dealership.

Advancing Women’s Economic Empowerment

At Bank of America, we are serious about the future of women worldwide, and in our company.

Our Insights

An Early Look at the Midterm Elections

Republicans likely to keep the House, the Senate a question mark.

Aligning Your Investments With Your Values

High-impact solutions are growing in sophistication and entering the mainstream.

Welcome to the Era of Innovation

The bull-market cycle should last longer than many are expecting.

Mexico? Yes, Mexico

The country’s economic transformation is turning heads. But for some investors the direction (almost inexplicably) is still away.

Globalization and Tangible Assets

In a global economy, there are benefits and challenges for skilled workers
and the wealthy in America.

Gross Domestic Product

An interview with DeAnne Steele.

Online with a Transforming World

The world can change overnight. This website keeps the pace.

Using Leverage as a Wealth Transfer Tool

Access to liquidity for tax purposes can provide valuable flexibility.

Your Business After You

A solid succession plan should balance what’s best for your company, your family and you.

New Resources for Values-Based Investors

Check out U.S. Trust’s new values-based Investing website
and Investing in a Better World video.

“101 Things”
You Should Know

A new book helps investors make some sense of the massive changes sweeping the planet.

A Message From Keith Banks