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The BullPen
Timely insights to help stay ahead of the curve

Today's markets

Will markets take the government shutdown in stride?

THE FEDERAL GOVERNMENT SHUT DOWN one minute into October, after Congress and the administration failed to reach a stopgap spending agreement at midnight on September 30.

October 1, 2025
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Chris Hyzy, Chief Investment Officer, Merrill and Bank of America Private Bank quote “We’ll be closely watching credit spreads, the equity markets and short-term interest rates for signs of stress.”
September 17, 2025
Today's markets

The Fed rate cut: A cue to review your investments

THE FEDERAL RESERVE (THE FED) LOWERED the federal funds rate by .25% on Wednesday, September 17, marking the first Fed rate cut since December 2024.
September 2, 2025
Financial planning

Are you saving enough for your dream retirement? 4 steps to figuring it out.

Use this framework to help you build a comfortable nest egg before you retire
July 29, 2025
Portfolio Strategies

Selling stocks and bonds? 6 steps to help trim your tax bill

Investments that have grown in value can produce capital gains when you sell them. Here are some points to consider that may help minimize the tax bite
June 6, 2025
Portfolio Strategies

How much is too much cash in your portfolio?

You may be tempted to increase your cash holdings when interest rates rise or markets become volatile. These insights can help you understand the risks as well as the benefits.

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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.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

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.

© Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

8259594​-EXP-2027-02-21
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