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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Economic uncertainty and a lack of financial planning seem to be creating this burgeoning trend of dependence on others for financial security.

These rankings or ratings are not indicative of any future performance or investment outcome. Current performance may be lower or higher than the performance quoted.

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.

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. Learn more at http: 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. To find the small business retirement plan that works for you, contact:.

Power Certified Contact Center Program SM recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. Always read the prospectus or summary prospectus carefully before you invest or send money.


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.

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This and other information may be found in each fund’s prospectus or summary prospectus, if available. Spotlight on Women PDF. Many are postponing the “money talk” with their significant others, as the majority admit they rarely talk about their own debt 60 percentsalary 57 percentinvestments 55 percent and spending habits 51 percent. rid

For performance information current to the most recent month end, please contact us. Resources Reporters may contact: Merrill Edge has been recognized by J.

Fall for insights on the mass affluent. Banking products are provided by Bank of America, N. Expense Ratio — Gross Expense Ratio is the total annual operating expense before waivers or reimbursements from the fund’s most recent prospectus. 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. Furthermore, respondents rank nearly all major relationship milestones ahead of discussing their finances, including meeting the family, being intimate, traveling together and discussing politics.

We conducted an oversampling of mass affluents in Atlanta. Merrill Edge earned the top overall score of Returns include fees and applicable loads. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

You should also review the fund’s detailed annual fund operating expenses which are provided in the fund’s prospectus. Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. View and share infographics from the Merrill Edge Report.



General Investing Online Brokerage Account. Help When You Want It. Aron Levine Head of Merrill Edge. Survey respondents also said they prefer a partner who is career focused 63 percent over socially focused 37 percent ; frugal 55 percent more than philanthropic 45 percent ; and a saver 83 percent rather than a spender 17 percent. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks.

Read the report PDF. Merrill Edge on Twitter. Select link to get a quote. Download video transcript PDF. The performance data contained herein represents past performance which does not guarantee future results.

Help When You Need It. Type a symbol or company name and press Enter. When money doesn’t talk While Americans are looking to their partners for financial security, they are tight-lipped when it comes to discussing their own finances.

Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Reprinted with permission of Barron’s. Saving to save This never-ending quest for financial security is prompting Americans to save at record rates. Read the Merrill Edge Report: Since Inception returns are provided for funds with less than 10 years of history and are as of the fund’s inception date.