Although many are calling it "the most hated rally in history," Jeff Mortimer explores three factors suggesting there is still more room for growth in equities and attractive opportunities for investors.

Leo Grohowski's perspectives on the economy moving forward, what investors can expect in this environment of constrained growth and constant change, and where he sees emerging opportunities and risks

High-income taxpayers are now paying more into Medicare as a result of The Patient Protection and Affordable Care Act and the companion Health Care and Education Affordability Reconciliation Act of 2010 (together, the health care reform legislation). This article summarizes these changes, which apply to wages received in taxable years starting after December 31, 2012.

Should investors pursue protection from market volatility or embrace the opportunity to capitalize on market weakness? Jeff Mortimer examines how to approach market turbulence in his March Investment Update.

With the fiscal cliff behind us, it is now time to embrace and understand the American Taxpayer Relief Act (ATRA). While the provisions of this act have been clearly established, people may not have fully realized the impact it could or will have on individual or family wealth. Wealth strategist Joan Crain outlines the key factors to consider now that ATRA has been defined, as well as the impact these factors may have and suggestions on applying them while continuing to manage wealth successfully.

Is housing the new economic MVP? This month's Investment Update takes an in depth look at housing, real estate, and how they function as both economic indicators and influencers.

John Flahive provides his thoughts on what contributed to the bond market’s performance and what is in store for 2013. Looking ahead, John expects a similar economic backdrop of slow growth, muted inflationary pressures and a modest increase in interest rates.

Joan Crain talked with Trusts and Estates magazine on site at the Heckerling Conference about the challenges of revisiting 2012 family wealth transfer strategies.

Jeff Mortimer talked with Trusts and Estates magazine on site at the Heckerling Conference about economic and policy issues and their effect on investors, whom he cautions should try to resist emotional responses to the markets.

Wealth strategist Joan Crain is quoted in a Wall Street Journal article about how psychologists and family therapists are increasingly working alongside wealthy families' financial advisors.

Playing the cards you've been dealt—while worrying about the bad cards you cannot play, be careful not to overlook the strong cards in your portfolio.

The fiscal cliff, QE3, China and Europe — are you ready to embrace these "interesting" times?

Read our November Investment Update.

Equity markets rose during the third quarter, despite continuing concerns about the U.S. economy, the fiscal cliff, debt problems in Europe and a slowdown in China.

Senior Wealth Strategist Jere Doyle is quoted extensively in a Forbes article on private investors like the Koch brothers with large, complicated estates that include wholly owned companies.

Global equity markets contracted in the second quarter amid concerns over the European debt crisis and indications of an economic slowdown in the U.S. Fixed income markets benefitted from investors’ flock to safety and the yield on U.S. Treasuries hit a new record low.

BNY Mellon has tapped investment industry veteran Jeffrey Mortimer to be director of investment strategy for its wealth management group, effective June 18. Reporting to Wealth Management Chief Investment Officer Leo Grohowski, Mortimer will be based in Boston.

The combination of the lingering European debt crisis, a slowdown in China and fiscal policy uncertainty in the U.S. has created a cloud of uncertainty for investors as we head into summer.

As investors remain focused on Greece's election next month, Leo Grohowski, BNY Mellon Wealth Management's chief investment officer, believes the markets are going to be reacting more quickly than the policy makers, proving the market axiom "sell in May and stay away" true for the third consecutive year.

Historically, parents addressed their fear of “affluenza” either through constructing very restrictive trust provisions or by giving much of their wealth to charity. However, there is an alternative—a flexible family trust—designed to provide protections and create opportunities for future generations without supporting an unearned lifestyle.

What's ahead for the future of interest rates? John Flahive, Director of Fixed Income, shares his predictions.

Leo Grohowski discusses how alternative investments, such as private equity and hedge funds, are making their way back into balanced portfolios.

The first quarter got off to a rousing start, but the big issue for investors is whether 2012 turns out to be like the prior two years, with a significant retrenchment in the equity markets during spring and summer.

Leo Grohowski is quoted in the Boston Globe addressing forecasts for diminishing profit gains.

Leo Grohowski is quoted in by Reuters.com in an article about why a long awaited pullback in U.S. stocks hasn't happened yet.

Leo Grohowski appears on CNBC's Squawk Box to discuss why, given market valuations, gains are harder to come by compared to last year.

Jere Doyle is quoted in the lead story in the New York Times special wealth section on entrepreneurs interested in buying back the businesses they've sold.

Last year was another incredible year for the fixed income markets, where all major dollar-denominated fixed income sectors produced positive total returns.

John Flahive is quoted in a Wall Street Journal online article about the recent Pittsburgh municipal bond sale.

Leo Grohowski comments on emerging markets, remarking that the 2011 slide of emerging market equities is an enormous opportunity for investors because these markets were penalized more than their underlying fundamentals justified.

The success of a closely-held business often can be measured by the extent to which an exit strategy is effectively planned and executed. Whether the business owner sells, closes, or transfers the business to family, the termination of this relationship is one that must be carefully considered well in advance of the event.

Joan Crain talks with Trusts and Estates magazine on site at the Heckerling Conference about the importance of preparing heirs for the transfer of significant family wealth.

Leo Grohowki appears on CNBC's Squawk Box to comment on opportunities in the equity market.

Thoughtful insights on the economy and fourth quarter 2011 performance in the U.S equities, fixed income and international equities markets.

Asset protection is a critical part of a comprehensive wealth and estate plan. As with any element of wealth and estate planning, the time to create an asset protection plan is before it is needed.

CIO Leo Grohowski discusses BNY Mellon Wealth Management's bullish stand on dividend stocks overall, but notes it has cut its exposure to utilities and master limited partnerships.

Faced with a rapidly changing planning landscape, practitioners and clients need to think about estate planning as a continuing process in which planning vehicles are designed to accommodate entrances and exits and allow for mid-course corrections.

Leo Grohowski appears on Canada's Business News Network to comment on the globally coordinated efforts of central banks to increase liquidity and additional actions needed to increase investor confidence.

While wealth and estate planning professionals will recommend timely, constructive alternatives for their clients, the ongoing market volatility and uncertainty over U.S. tax policy has many investors too overwhelmed or confused to consider making a move at this time. This podcast, hosted by Justin Miller, provides insights to help clients move beyond anxiety and confusion and be able to take advantageous steps—even in the current environment.

Partnering with our clients' advisors helps to ensure our clients receive the most effective and complete wealth management services. In support of this partnership, we frequently share our considerable research and expertise with our clients' advisors. Justin delivered this presentation at the 46th Annual Heckerling Institute of Estate Planning on January 11, 2012 and the topic has been presented numerous times to members of the advisor community. This presentation is not intended to constitute legal, tax, investment or financial advice. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation.

Perspective on third quarter 2011 performance in the U.S equities, fixed income and international equities markets.

Almost everybody enjoys a good comeback. In sports, it is always exciting to watch an athlete or team whose popularity has faded return to glory. In many ways, the bond market's performance in the first half of 2011 can be viewed as an impressive comeback.

Overview of the second quarter 2011 performance in the U.S equities, fixed income and international equities markets.

Leo Grohowski appeared on CNBC's Squawkbox to talk about the July 7th employment report and its effect on the day's futures market.

Leo Grohowski appeared on the Yahoo! Finance Web site in a wide-ranging discussion about the market outlook for the second half of 2011.

Insights on the first quarter 2011 performance in the U.S equities, fixed income and international equities markets.

Chief Investment Officer Leo Grohowski provides his insights on many of the risks in today's market, as well as strategies we are implementing to ensure that client portfolios are well positioned for this environment.

A thorough review of all estate and retirement planning documents often reveals critical issues that merit attention during or soon after divorce proceedings.

For much of 2010, the bond market prospered as investors sought safe haven from an often stormy recovery. Suddenly in the fall, all that changed with a dramatic fourth quarter reversal of fortunes for Treasuries, in particular. But why did this occur? And, more importantly, how should investors position their portfolios for what happens next?

Joan Crain appears on Dow Jones/Wall Street Journal to discuss year-end charitable gift planning.