Opinions are as of 1/13/2023 and are subject to change.
Investing involves risk including possible loss of principal.
Case studies are intended to illustrate products and services available through Bank of America Private Bank and/or Bank of America. The case studies presented are based on actual experiences. You should not consider these as an endorsement of Bank of America Private Bank and/or Bank of America or as a testimonial about a client's experiences with us. Case Studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. Investment results may vary. The investment strategies discussed are not appropriate for every investor and should be considered given a person’s investment objectives, financial situation and particular needs. Clients should review with their Bank of America Private Bank advisor the terms, conditions and risks involved with specific products and services.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.