The RIC Report — a monthly publication by the Research Investment Committee (RIC) in which analysts share investment themes and actionable ideas. BofA Merrill Lynch does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that. The report assesses Jay Powell’s Fed and the risk of a broad trade war; the team continues to lean into risk, but heightened volatility implies.

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Spotlight on Women PDF. Saving to save This never-ending quest for financial security is prompting Americans to save at record rates.

Merrill Edge Report Fall Mass Affluent Financial Statistics

Aron Levine Head of Merrill Edge. The survey consisted of 1, mass affluent respondents throughout the U. General Investing Online Brokerage Account. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Economic uncertainty and a lack repotr financial eeport seem to be creating this burgeoning trend of dependence on others for financial security. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund’s inception date.

Reprinted with permission of Barron’s.

“Bottom fishing” of global financial stocks risky: Merrill Lynch

View and share infographics from the Merrill Edge Report. Convergys an independent market research company conducted a nationally representative, panel-sample online survey on behalf of Merrill Edge Sept. Merrill Edge bam, Twitter.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. For more information, visit www. Prospectuses can be obtained by contacting us.


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Bottom fishing of global financial stocks risky: Merrill Lynch | Reuters

To find the small business retirement plan that works for you, contact:. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Type a symbol or company name and press Enter.

Furthermore, respondents rank nearly all major relationship milestones ahead of discussing their finances, including meeting the family, being intimate, traveling together and discussing politics.

Always read the prospectus or summary prospectus carefully before you invest or send money. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. For this purpose, investable assets consist of the value of all cash, savings, mutual funds, CDs, IRAs, stocks, bonds and all other types of investments such as a kBand Roth IRA, but excluding primary home and other real estate investments.

Fall for insights on the mass affluent.

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We conducted an oversampling of mass affluents in Atlanta. To find the small business retirement plan that works for you, contact: The new happily ever after This sentiment is just as likely for men as it is for women 54 percent, compared to 57 percentwhereas Generation Z born between and is the sole generation to choose love 54 percent over money 47 percent.

This and other information may be found in each fund’s prospectus or summary prospectus, if available. But it is clear that saving does not equate to planning, as the majority say they have no monetary goals in mind when it comes to many major life milestones, including having a baby 67 percentgetting married 63 percentputting a down payment on a house 50 percent and retiring 50 percent.


These rankings or ratings are not indicative of any future performance or investment outcome. Many are postponing the “money talk” with their feport others, as the majority admit they rarely talk about their own debt 60 percentsalary 57 percentinvestments 55 percent and spending habits 51 percent.

Banking products are provided by Bank of America, N. Download video transcript PDF.

For performance information current to the most recent month end, please contact us. Help When You Need It. Merrill Edge earned the top overall score of We believe that it’s crucial to have a financial plan at every life stage in order to achieve financial goals and stay on the right path to financial success.

Expense Ratio — Gross Expense Ratio is the total annual operating expense before waivers or reimbursements from the fund’s most recent prospectus.

Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. Merrill Lynch Life Agency Inc.