Archive

Features

The (Bank of America)RED Partnership

Bank of America joins (RED)™ and U2 in the global fight against AIDS.

Long Live the Sustainable Ranch

A primer on managing ranch land for ecological and financial longevity.

Global Health: The Broader Mission

Through the many partnerships of Bank of America, we are working to make a better world.

Investing in Space Travel

Interested in opportunities in the aerospace industry? Here's where to start.

The Expansion of Space Commerce

With the U.S. aerospace industry beginning to look more like a free market, what might it mean for investors? 3-2-1, read on.

International Investing

As the global economy recovers, where in the world should investors look for opportunities? Three international portfolio managers share their views.

Keeping the Family in the Family Business

A thorough succession plan can help ensure you meet the goals you set for your business, your family and yourself.

Wealth Management
and the New American Family

As families grow more complex, so does planning for trusts and estates, philanthropy, the family business and much more.

The Multigenerational Family and the Vacation Home

Strategies for peacefully sharing and passing down the family cottage.

Financial Planning for Eldercare

More older Americans, increasing healthcare costs and mounting stress for families all point to a real and growing need.

Wealth Planning Through Trusts and Estates

Powerful Demographic Trends, Powerful Planning Implications

The Unifying Power of Family Philanthropy

By understanding each member’s philanthropic goals, families can accomplish more.

The Changing Landscape

Our Insights

The New Faith-Based Investor

New areas of focus, new approaches and an eye on the bottom line.

The Hills Have Eyes and Ears

While skittish investors continue to anticipate disaster, the equity markets
should grind higher.

Inflation

An Interview with DeAnne Steele

Income Inequality: U.S. Versus the World

How American incomes rate among the top 10 rich nations.

Being Part of a Team Drives Two-Time Paralympic Medalist

Taylor Lipsett, a forward on the U.S. sled hockey team and U.S. Trust employee, applies lessons he's learned on the ice to his career.

The Year Ahead

Based on recent findings, here’s our outlook for nonfinancial assets.

A Seven-Step Guide to Corporate Defaults

A guide to how economic recovery and rising interest rates could affect corporate
default rates.

A Message From Keith Banks

Features

Innovation: A Special Report

This special report, featuring insights from thought leaders at U.S. Trust, provides guidance on how, where and why to consider investing in innovation.

This Is Not Your Father’s Muni Market

In the wake of credit concerns and some recent bankruptcies, including Detroit, municipal bond valuations once again appear attractive.

The Affordable Care Act

A review of the besieged but (largely) intact new law that is transforming the nation’s healthcare system.

Hunger Relief

Through philanthropy, targeted lending and volunteerism, Bank of America continues to put meals on plates.

Do Rising Rates Mean Falling Equities?

Not always. As the economy strengthens, expect interest rates — and stocks — to climb higher.

Ranching and the Call of the Wild(life)

Today’s ranchers, looking beyond cattle and sheep, integrate an array of “critters” and a healthy ecosystem.

The Philanthropic Conversation

Philanthropy is a meaningful and increasingly important part of the wealth experience. Your discussions with advisors about your charitable giving ought to reflect this. Do they?

Our Insights

A Golden Age for Humanity

Demographics, globalization and technology are a powerful combination for retirement in both the developed and the developing world.

Emerging Markets? Focus on the Consumer

Emerging markets deficits and currency issues grab headlines, but investors should focus on the increasing power and influence of the consumer.

The Employment Report

An interview with DeAnne Steele.

Family Wealth — Is It All About the Money?

For wealthy families, checkbook balances run a distant second to more fundamental values and concerns.

Borrowing in a Rising-Rate Environment

The specter of rising rates is not necessarily a sign to banish all debt.

Thinking About Debt Like a CFO

In a rising interest rates environment, carrying debt like most U.S. companies may be a good thing.

The Global Rise of Women Entrepreneurs

Around the world, women-led businesses are a growing force for innovation, growth and prosperity.

New Home, New Hope for Wounded Veteran

Bank of America’s continued commitment to supporting our military.

Features

The Big Five

Mega investment themes for the next decade.

Are Your Investments Out of Sync With Your Investment Goals?

If your portfolio is still positioned for a fragile economy (overweight in cash and bonds), it’s time to revisit your asset allocations.

Confidence in the Future Climbs, But Wealth Planning Falls Short

Wealthy Americans are feeling more positive about their long-term financial prospects, a new survey reveals, but many seem unaware of pitfalls that could upend their expectations.

Looking for Dirt (The Fertile Kind)

Wary of investments they struggle to understand, more investors turn to perhaps the most basic asset of them all: land.

Investing in the Energy Infrastructure of the Future

As the old (pipelines, electrical grids, power plants) meets the new (drilling techniques, sources of fossil fuels, renewables), it’s time for an upgrade. 

Private Equity: Perception and Reality

Is your view of private equity stuck in the past? If it is, you might be missing out on its future potential.

Next Gen Generosity

An ease with technology and a focus on effectiveness are helping a new wave of donors roll up their sleeves and change philanthropy.

Financial Education, Free for All

Strengthening economies through ongoing philanthropic and volunteer investments in financial education.

We Want You: Serving on the Investment Committee

Building an effective investment committee for your nonprofit organization.

The Big Five Intersect

As discussed in this issue’s feature “The Big Five,” there are five global themes heavily influencing the world economy — but how are they influencing each other? Click through to find out. 

Our Insights

Bank of America Announces 2013 Art Conservation Project Recipients

Connecting people, communities and cultures through support of the arts.

Agent for Fiduciary Services

Gaining the expertise, support and guidance you need while maintaining your role as an individual trustee or executor.

Europe’s Tragedy

Europe’s recession is dragging on, but there are reasons to be hopeful that the region can find a way out of its current malaise.

Update: Women’s Economic Empowerment

New mentoring initiatives highlight the bank’s commitment to advancing women leaders.

Tax Collection

No major tax news does not mean no tax news — as this roundup of issues reveals.