Caso, McDonell & Associates
It's all about helping you realize your dreams. Let's sit down to talk about what's important to you and your family.
By understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Join this seminar to learn some ideas, activities and resources to help you engage with your children about money matters. Learning how to manage their money can help your children develop lifelong skills for pursuing their goals and being financially responsible.
Date: Friday, April 26, 2024
Time: 2:00 PM - 3:00 PM Eastern
Regardless of whether you think you may retire earlier than you originally planned, reviewing your retirement plan and preparing for a range of outcomes can help you be prepared for the unexpected and help you pursue your retirement goals.
Date: Wednesday, May 1, 2024
Time: 12:00 PM - 1:00 PM Eastern
Please join Steve Alch, MLWM Division Executive on Wednesday, May 1st at 4:00pm (EST) with Savita Subramanian, Managing Director, Head of U.S. Equity and Quantitative Strategy for a discussion on how the coming year might bring a return to a more promising market as global economies reset. "Looking Forward to a New Era of Growth" will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets.
- Dealing with inflation, volatility, and other investment risks.
- Portfolio strategies and opportunities to consider now.
For more information about this event, please email stephen.garcia@ml.com.
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.
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.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
