Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies that are cost efficient, tax efficient, and transparent.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, I can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
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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
Join me as Rich Bernstein Advisors presents their view of the current investment landscape.
Topics will include:
- Why has performance lagged?
- Should we give up on international stock investing?
- Why not just buy an ETF instead of active portfolio management?
- Isn't it different this time?
Host
Mike Lilley, CRPC™, CFP®
Vice President
Senior Financial Advisor
Panelist
Evan Zlotnick
Portfolio Specialist
Rich Bernstein Advisors
Please join Merrill for a discussion with our top industry experts who will discuss how this year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navitgate today's new market landscape, and an open Q&A so you can ask questions that are important to you.
Topics will include:
- What a potentioal recession could mean for the markets.
- Dealing with iflation, volatility and other investment risks.
- Portfolio strategies and opportunities to consider now.
Speaker
Savita Subramanlan
Managing Director: Head of U.S. Equity and Quantitative Strategy
Bank of America Global Research
Host
Steven Alch
Managing Director, MWM South East Division Executive, Merrill
https://bofa.veracast.com/webcasts/bofa/ISGAI/idRU52P7.cfm
Merrill invites 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. into potential growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
