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Investment resources for important life stage planning

Education and planning resources

Whether you're a beginning or advanced investor, we'll help you be a more informed investor. And our life stage planning resources spell out key steps to help you pursue important goals, like managing debt, paying for college and retirement planning.

Timely insights and commentary

Researchers and investment advisors from Merrill Lynch offer their perspectives on the state of investment markets, products and strategies.1
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Proprietary ETF and Mutual Fund screens

Merrill Edge Select® Funds and Select® ETFs

A proprietary screening process helps identify quality mutual funds and exchange-traded funds (ETFs), helping you narrow your search for investments that align with your investment goals.

Single-fund solutions

Get the benefits of a diversified portfolio in a single mutual fund: Consider target date funds if you have an investing time horizon in mind, or target allocation funds if you want to invest according to your risk tolerance.3,4
Target date funds
Stock screening filters

Pre-defined stock screening filters

Our Stock Screener has more than 200 advanced filters, including expert screens from Morningstar and more.

BofA Merrill Lynch US 1 List

This collection of investment ideas is drawn from the universe of "buy"- rated, US-listed stocks covered by BofA Merrill Lynch Global Research.1
BofA Merrill Lynch US1 list
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1 BofA Merrill Lynch Global Research is research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and/or one or more of its non-U.S. affiliates. MLPF&S is a wholly-owned subsidiary of Bank of America Corporation.

2 Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014 and 2015 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.iim.ag/topfirms.

3 Diversification does not ensure a profit or protect against loss in declining markets.

4 Target date funds: The target date for these funds is the approximate date when an investor plans to start withdrawing the assets from their retirement account. The principal value of these funds is not guaranteed at any time, including at the target date. These funds are designed to become more conservative over time as the target date approaches.

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