Midyear Outlook 2022: Turning volatility into opportunity

Midyear Outlook 2022: Turning volatility into opportunity

Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.

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Profile

As a partner on Riehl Dinar & Associates, we work with a select group of diverse business owners and professionals to achieve clear and outstanding results that align with our clients’ goals.  We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy.  This is accomplished through an exceptional experience centered on transparent, personalized, and easy to follow actionable steps addressing short-term challenges and long-term goals.

After earning a M.Sc. in Finance and MBA in Management, I began my career in Financial Services in 2008 at Lehman Brothers just before the Financial Crisis of 2008 and spending the subsequent 11 years in Risk, Data, and Project Management functions. I pivoted to Wealth Management in 2019 where I can best utilize my expertise coupled with a passion for portfolio management and to help others.

I am based in Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Calhoun.  In my spare time, I enjoy travelling, reading, and watching UConn basketball.

  • LANGUAGES

    Spanish & English

  • EDUCATION

    Fairfield University

    Fordham University

    New York University

    University of Connecticut

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

David W. Waldo

Employee Benefits Specialist

Bank of America, N.A.

Virginia Dobbs

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #167942

Jeffrey Wiedmann

Wealth Strategist

Merrill

Past Events

Wealth Transfer Planning

February 16th, 2022|11:30 AM - 12:30 PM EST

Many of us find it important to establish our legacy for future generations, but what is the most effective way?  In our discussion, we will clearly explain how trusts, gifting, and life insurance can be used.  In addition, we will cover the following issues we often encounter.

  • Impact of gifting now on your financial flexibility
  • Making sure assets are managed, distributed and used as part of your legacy
  • Impact of a gift or inheritance on recipients and their ability to handle assets responsibly
  • Providing professional management in the event of incapacity

Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

    Women's Seminar: Your Financial Journey

    March 23rd, 2022|11:30 AM - 12:30 PM EST

    During Women’s History Month, and every month, we recognize the strength and perseverance of women and all they continue to achieve.  In our discussion, we will clearly explain the unique financial challenges and needs for women.  In addition, we will cover the following issues we often see with our women clients.

    • Career
    • Family
    • Caregiving
    • Retirement/Longevity
    Presented By:

    Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
    Omar K Dinar, Financial Advisor, Senior Portfolio Advisor

    This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com

      Women's Wellness with Noetic Life, LLC

      March 23rd, 2022|6:00 PM - 7:00 PM EST

      During Women’s History Month, and every month, we recognize the strength and perseverance of women and all they continue to achieve.  This will be an event focusing on Women’s Wellness presented by Kondomar Herrera of Noetic Life, LLC.

      Presented By:
      Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
      Kondomar Herrera, Founder and Owner, Noetic Life, LLC

      This event will be conducted via Zoom. To register, please RSVP to omar.dinar@ml.com

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Mission

        We at Riehl, Dinar & Associates work with a select group of diverse business professionals and owners to achieve clear and outstanding results.  We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy.  This is accomplished while providing an exceptional client experience centered on transparent, personalized, and actionable steps to address their short term challenges and long term goals.

        Approach

        No two investment approaches are alike because no two investors are alike. I'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. I'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.

        Capabilities

        My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

        Staying on Track

        We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



        Reviews to help you
        stay on track

        We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



          Changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          #DigitalMerrill

          MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

          Your advisor is a click away within our site or mobile apps

          You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

          Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

            Let’s Have a Conversation

            Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


            Merrill_Capabilities_Brochure.png

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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            Transcript of Video 

            No question too big or moment too small

            For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.