Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Inclusion, respect, and empathy are The Irick Group's core values. We are dedicated to serving our clients and our community. We believe in doing well by doing good.
We help people use their wealth to lead purposeful, fulfilled lives.
We are a team of advisors within a global financial services powerhouse who are devoted to helping people build, preserve and manage their often sudden wealth. We take very seriously the responsibility of sharing insights and strategies to help you sustain wealth across generations. We offer resources to support all aspects of your financial life - including banking, credit, investment management, philanthropy, and wealth planning. We focus on the complete financial picture – not just a single account.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
We invite you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment and prospective legislation.
Jeff Bush
Jeff Bush presents more than 200 times yearly in the US and abroad to a client base that includes a who's who list of Fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC's Nightly Business Report, is featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.
While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America.
Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Topics explored:
- Is an interest rate cut still in the cards for 2024?
- What the U.S. election could mean for the markets
- Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
- How artificial intelligence and other innovations could reshape the markets
Presenting our expert panelists:
- Chris Hyzy, Chief Investment Officer, Merrill and Bank of America Private Bank
- Aditya Bhave, Senior U.S. Economist, BofA Global Research
- Matthew Diczok, Head of Fixed Income Strategy, Chief Investment Office, Merrill and Bank of America Private Bank
- Marci McGregor, Head of Portfolio Strategy, Chief Investment Office, Merrill and Bank of America Private Bank
The summertime can present cyber criminals with opportunities to take advantage of college students back at home who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home. To help our clients protect their families and assets, we are pleased to offer the second in our quarterly series of cybersecurity webcasts.
Join Ben Tweel, a senior cybercrime specialist with Bank of America's Global Information Security team on June 13, 2024 at 3 pm ET to learn why you might be at risk, what to be aware of and which best practices can help protect you, your family and assets.
There will be a live Q&A at the end of Ben's presentation.
***Investing in women has positive ripple effects that extend far beyond individuals and their families to the global economy.***From direct investment in women-owned businesses to workplace mentorship to financial education, there are many ways to support and uplift women.
Join Myah Moore Irick, Founder of The Irick Group at Merrill Private Wealth Management, and Sarah Norman, Head of CIO ESG Thought Leadership for Merrill and Bank of America Private Bank for a fireside conversation about the importance of investing in women and ways that we all can be more proactive in our efforts to lift up all women.
We will also be featuring a charcuterie grazing table and a non-alcoholic beverage sampling from two local, female founded businesses: Blanket & Board and Two Frays Brewery.
The coming months are likely to be one of transition, from one economic and business cycle regime to another. The good news is that we expect this new era to be one governed by more 'normal' interaction between asset classes ─and the potential benefits of traditional asset allocation and diversification.
Join us for our latest presentation, Market Outlook 2024: Looking toward a new era of growth, where we will discuss:
• Our outlook on the economy and the potential impact on your portfolio in the coming year
• Factors you should be aware of, such as equity rotation and potential rate cuts by the Fed
• The long-term trends that are having a constructive impact on the markets
• Specific thoughts on the core asset classes that comprise many investor portfolios
• And how we can work together to implement our best thinking in support of pursuing your goals
Join Jennifer Chandler, Head of Philanthropic Solutions, Bank of America Private Bank as she moderates an insightful discussion with experts discussing a range of market, investment and governance trends to help nonprofits navigate the upcoming year.
Our panel will explore:
- Strategic investment themes making this "A Foundational Year,"
- U.S. equity market trends leading towards broader participation, and
- Navigating governance structures for nonprofit investment management
When: December 12, 2024, 2 pm ET
Concise, conversational, actionable: In just 15 minutes, expert panelists share ideas that can help you prepare for potential opportunities and risks in 2025 and beyond.
Topics explored:
- Fresh insights on the economy, inflation and interest rates
- U.S. election results and impact on the markets
- Key drivers shaping equities and fixed income
- New ideas to help you manage your portfolio
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
