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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

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 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

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

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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