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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Expense Ratio — Gross Expense Ratio is the total annual operating expense before waivers or reimbursements from the fund’s most recent repport. Read the Merrill Edge Report: Aron Levine Head of Merrill Edge. To find the small business retirement plan that works for you, contact:. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks.

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

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

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. Resources Reporters may contact: Spotlight on Women PDF. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more bxml less than their original cost.


We conducted an oversampling of mass affluents in Atlanta. 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. General Investing Online Brokerage Account.

Always read the prospectus or summary prospectus carefully before you invest or send money. Merrill Edge earned the top overall score of Read the report PDF.

Learn more at http: This and other information may be found in each fund’s prospectus or summary prospectus, if available. 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.

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

View and share infographics from the Merrill Edge Report. Since Inception returns are provided for funds with less than 10 years bamp history and are as of the fund’s inception date.

Reprinted with permission of Barron’s. Select link to get a quote.

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. The survey consisted of repoft, mass affluent respondents throughout the U. Convergys an independent market research company conducted a nationally representative, panel-sample online rc on behalf of Merrill Edge Sept.

Saving to save This never-ending quest for financial security is prompting Americans to save at record rates. These rankings or ratings are not indicative of any future performance or investment outcome.

Merrill Edge Report Fall Mass Affluent Financial Statistics

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.


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.

Prospectuses can be obtained by contacting us. Help When You Want It.

Merrill Edge on Twitter. Investing in securities involves risks, and there is always the potential of rif money when you invest in securities. The performance data contained herein represents past performance which does not guarantee future results.

Returns include fees and applicable loads.

For more information, visit www. Banking products are provided by Bank of America, N. You should also review the fund’s detailed annual fund operating expenses which are repprt in the fund’s prospectus. Fall for insights on the mass affluent. 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.

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