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Energize Your Portfolio

Surging demand and massive infrastructure spending fuel energy investment opportunities

Before the Door Closes

With significant tax provisions set to expire at year end, planning now can capture these unique opportunities before they disappear.

Investment Strategy Overview -
Dancing With the Moose

Near term, we dance around geo policy and politics, liquidity, and slower world growth but the three-year story is promising.

Estate Administration in the Digital Era

Modern technology and antiquated statutes can present estate administrators with unexpected challenges. That's the case for some estate administrators and executors today when executors search for important documents that are in digital form.

Market and Investment Commentary:
U.S. Timberland

The short term outlook (2 years) for timber prices is going to be driven in large part by the slow recovery in housing, and the overall slow economic growth. This could be seen as an opportunity to acquire timberland at the bottom of the cycle.

The Power of Positive Teaching

The Power of Positive Teaching

Educating children about the responsibilities of wealth can help keep them wealth-smart

Investment Strategy Overview
2012: The Year the Can Kicks Back

In 2012, we believe that the "markets" will finally pressure policymakers to move beyond temporary half measures and make substantive fixes.

Custom Credit Solutions

Custom Credit Solutions

Custom credit solutions from U.S. Trust, Bank of America Private Wealth Management allow you to use your financial position strategically in ways you might not have anticipated.

Strategic Insights - The Policy Cards Are Face Down

Strategic Insights - The Policy Cards Are Face Down

The situation in Europe took a turn for the worse this week when Greece threatened a referendum on the terms of the bailout. This exposed the emperors in the eurozone "core" to the fact that they have "no clothes."

Personalized Banking & Credit

Personalized Banking and Credit

As the economy and markets tap the brakes, smart investors should tap the accelerator. We believe the current adjustment and resultant market volatility are creating an unusually attractive entry point for investors.

Strategic Insights - No Big Bang Coming

Strategic Insights:
No Big Bang Coming

It is becoming increasingly apparent that Europe will not be able to put together a sufficient package to prevent a deep, prolonged recession if not depression. The reason is the European Central Bank (ECB) refuses to assume a proactive role and has chosen to continue as only a reactive player.

Strategic Insights - The Triangle of Concern

Strategic Insights - The Triangle of Concern

As of today we still feel the U.S. can stave off recession. China risks have increased but we still feel they can manage to an 8 percent growth or better. We are closer to a real plan in Europe as urgency has hit the highest level since the global circles first mentioned Greek debt in May 2010. In all of this we are relying on policy makers and a quick resolution — a very difficult proposition.

Strategic Insights - There Is A Lot Of Work To Be Done

Strategic Insights - There Is A Lot Of Work To Be Done

There are four big worries in the global financial markets at present: the European financial system crisis; potential for global recession; a confidence crisis in policymakers; and a lack of response from cash-rich nations in deploying their international reserves. As market volatility continues, we answer some key questions.

Investment Strategy Overview - The World We Live In

Investment Strategy Overview - The World We Live In

We continue to believe that economic growth can hang in there enough to keep the profit cycle for 2012 above the 2011 level.

Strategic Insights - The Policy Matrix

Strategic Insights - The Policy Matrix

Through all of this, we felt that the most important elements for our clients who were investing across asset classes would be the profit cycle, the ultimate trend in U.S. payrolls, and the response to the debt repair process by policymakers worldwide.

Strategic Insights - The Buffer Zone

Strategic Insights - The Buffer Zone

In the past two weeks, the entire gain for 2011 has been wiped away. Some of the decline is understandable given the nervousness over the recent economic data and the contagion in the debt markets in Europe.

Strategic Insights - Debt Ceiling Update: ANSWERING YOUR QUESTIONS

Strategic Insights - Debt Ceiling Update: Answering Your Questions

The frenzy of angst over the debt ceiling extension and possible ratings downgrade shows how high-frequency noise often masks the underlying forces investors need to be aware of.

Strategic Insights - Debt Ceiling Update

Strategic Insights: Debt Ceiling Update

The high-frequency attention to the debt ceiling issue is symptomatic of the trading mentality that grips the market nowadays. For investors it is best to step back from the loud noise and take advantage of good cash-flow producing assets that have corrected too far.

Understanding Socially Innovative Investing

Understanding Socially Innovative Investing

U.S. Trust has developed a multi-dimensional security selection process, designed to uncover companies that meet our rigorous financial review and excel at corporate social responsibility.

Customized Aviation Financing

Whether you are buying a new aircraft or refinancing or refitting an existing one, the aviation division of U.S. Trust can help you achieve your objectives.

Customized Yacht Financing

Customized Yacht Financing

To help achieve your yacht ownership goal, the specialists at U.S. Trust draw upon three strengths: in-depth knowledge of the marine industry, expertise in wealth management and the extensive resources of a leading financial institution.

WHAT IS an appreciation of fine art WORTH?

WHAT IS an appreciation of fine art WORTH?

Accessing the equity in your art collection.

WHAT IS an eye-catching asset WORTH?

Art is more liquid than you might expect. Is yours a potential source of collateral to fund other purchases and investments?

The Trust Fiduciary Standard

The Trust Fiduciary Standard

When it comes to investing, U.S. Trust focuses on your needs and best interests as we follow the fiduciary standard of care. This is more than just a standard of investing; it permeates everything we do for you, from planning to execution.

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