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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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 vaml. 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.

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.

Many are postponing the “money talk” with their significant others, as the majority admit they rarely talk about their own debt 60 percentsalary 57 percentbwml 55 percent and spending habits 51 percent. For performance information current to the most recent month end, please contact us.

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

Always read the prospectus or summary prospectus carefully before you invest or send money. Returns include fees and applicable loads. Spotlight on Women PDF. Merrill Edge on Twitter.


Aron Levine Head of Merrill Edge. Expense Ratio bam, Gross Expense Ratio is the total annual operating expense before waivers or reimbursements from the fund’s most recent prospectus.

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

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax reoort accounting advice. The survey consisted of 1, mass affluent respondents throughout the U. Help When You Need It. Furthermore, respondents rank nearly all major relationship milestones ahead of discussing their finances, including meeting the family, being intimate, traveling together and discussing politics. Learn more at http: Merrill Repodt has been recognized by J.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.


Saving to save This never-ending quest for financial security is prompting Americans to save at record rates. Current performance may be lower or higher than the performance quoted. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund’s inception date. Help When You Want It. Read the Merrill Edge Report: 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 bwml house 50 percent and retiring 50 percent.

For more information, visit www. Economic uncertainty repkrt a lack of financial planning seem to be creating this burgeoning trend of dependence on others for financial security. 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.


Type a symbol or company name ruc press Enter. These rankings or ratings are not indicative of any future performance or investment outcome. Re;ort products are provided by Bank of America, Repoort. Merrill Edge earned the top overall score of Download video transcript PDF.

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.

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.

To find the small business retirement plan that works for you, contact:.

Read the report PDF. Before investing consider carefully the investment irc, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. We conducted an oversampling of mass affluents in Atlanta.