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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Fall for insights on the mass affluent. Merrill Edge on Twitter. Type a symbol or company name and press Enter. Since Inception returns are provided for bamp with less than 10 years of history and are as of the fund’s inception date.
Saving to save This never-ending quest for financial security is prompting Americans to save at record rates.
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Bottom fishing of global financial stocks risky: Merrill Lynch | Reuters
Convergys an independent market research company conducted a nationally representative, panel-sample online survey on behalf of Merrill Edge Sept. 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 a house 50 percent and retiring 50 percent.
We conducted an oversampling of mass affluents in Atlanta. Current performance may be lower or higher than the performance quoted. Reprinted with permission of Barron’s. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. Merrill Edge has been recognized by J.
The survey consisted of 1, mass affluent respondents throughout the U. 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.
These rankings or ratings are not indicative of any future performance or investment outcome.
Merrill Lynch Life Agency Inc. Read the Merrill Edge Report: Furthermore, respondents rank nearly all major relationship milestones ahead of discussing their finances, including meeting the family, being intimate, traveling together and discussing politics.
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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. 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.
Expense Ratio — Gross Expense Ratio is the total annual operating expense before waivers or reimbursements from the fund’s most recent prospectus.
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Help When You Need It. Returns include fees and applicable loads. When money doesn’t talk While Americans are looking to their partners for financial security, they are tight-lipped when it comes to discussing their own finances.
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.
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 percent. Aron Levine Head of Merrill Edge.
Economic bamo and a lack of financial planning seem to be creating this burgeoning trend of dependence on others for financial security. View and share infographics from the Merrill Edge Report.
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Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Spotlight on Women PDF. We believe that it’s crucial to have a financial plan at every life stage in order to achieve financial goals and reoort 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 percentinvestments bmal percent and spending habits 51 percent.
Read the report PDF.