Merrill Edge is a streamlined investment service that provides customers with access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. With Merrill Edge, you can view and instantly transfer funds between your Merrill Edge investment accounts and Bank of America bank accounts.1 You'll be able to make more informed investment decisions with easy-to-use tools, actionable insights and one-on-one guidance. Visit merrilledge.com/expo to learn more.
Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
1Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s SafeBalance Banking®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.
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PRESENTED BY: Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA
ETFs gathered a record amount of new money in 2016 and 2017 has started on a strong note. CFRA's director of ETF & Mutual Fund Research Todd Rosenbluth will discuss recent industry trends and the importance of understanding what's inside these products before trading them. He will discuss a range of US sector, regional, and smart-beta ETFs to help you sort through the universe.
Exchange Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.
PRESENTED BY: Nick Giorgi, Vice President, Merrill Lynch Chief Investment Office
This presentation will feature the Merrill Lynch's Chief Investment Office as they detail their investment outlook for 2017. As the world appears primed to enter a period of fiscal reflation after having emerged from secular stagnation, this presentation will highlight the macroeconomic drivers for growth moving forward, evaluate potential implications of policy change in Washington, highlight thematic opportunities to add value through global transformation, and describe portfolio positioning designed to capture these views.
PRESENTED BY: Peter Ashton, VP at Recognia
In this presentation, Peter Ashton will review some of the basics of investing and trading using technical and fundamental analysis. He will also look into how Recognia tools can assist investors and traders in their analysis. Using a live demonstration Peter will review how investors can leverage Recognia to uncover new investing opportunities, validate the technical perspective on any stock, and stay on top of their positions and manage their risk.
PRESENTED BY: Tony Zhang, Head of Product Strategy at OptionsPlay
Using the stocks in your existing portfolio, find opportunities to generate income using OptionsPlay. During this session, Tony Zhang will guide you to starting points and demonstrate adjustments to fit your time frame and risk-profile.
Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document "Characteristics and Risks of Standardized Options." Call the Investment Center at 1.877.653.4732 for a copy