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The BullPen
Timely insights to help stay ahead of the curve

Today's markets

A new look at portfolio construction

As investors navigate inflation, bouts of market volatility, the tax implications of new policy and more, do the principles that shape a balanced portfolio continue to hold up?

September 2, 2025
August 21, 2025
Today's markets

What do Fed rate cuts mean for the bond market?

As speculation builds that the Federal Reserve might resume rate cuts, bond investors especially should be aware of the ripple effects.
September 2, 2025
Financial planning

4 ways the ‘Big Beautiful Bill’ could affect your household finances

Navigate the implications on education costs, your home, charitable giving and, yes, your taxes.
August 5, 2025
Financial planning

Countdown to 2035: Can we fix Social Security in time?

Here's what's at stake — and why it might be a good idea to review your retirement savings plans now
July 3, 2025
Financial planning

Managing debt as you approach retirement

How to strategically use borrowing to better prepare for life after work

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Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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Patent: patents.bankofamerica.com

8259594​-EXP-2027-02-21
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