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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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A Comprehensive Approach to Banking and Lending



As America’s oldest private bank, BNY Mellon has built a reputation as one of the safest and most trusted banking institutions in the world. We lead with sound guidance, while providing a complete suite of digital banking products and tailored lending solutions for our private banking clients, their families and businesses. 

Credit & Lending
Whether you are growing a business, making a major acquisition, or funding an unplanned expense, we help you unlock the true value of your assets to create liquidity and manage cash flow fluctuations.
Banking & Cash Management
Designed to facilitate the management of both short- and longer-term spending needs, our checking, savings and certificate of deposit accounts offer a fully integrated digital experience and competitive rates.
Escrow Services
Escrow arrangements offer a perfect solution when you and another party require cash to be held by a third party until certain conditions are met.
Residential Mortgages
Whether our clients are purchasing a new property or refinancing an existing one, our mortgage bankers apply deep industry knowledge to recommend a financing strategy to achieve their goals.

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DISCLOSURE

Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC.

 

Non-conforming residential Mortgages are exclusively available to BNY Mellon Wealth Management clients and qualified Pershing clients. Mortgage services, provided by BNY Mellon, N.A., are subject to credit approval. NMLS #764464

 

As a result of the Secure and Fair Enforcement Act (S.A.F.E. Act). BNY Mellon Wealth Management's mortgage bankers are registered with the Nationwide Mortgage Licensing System and Registry (Registry). The unique identifier provided by the Registry for each mortgage banker is included in our S.A.F.E. ACT DISCLOSURE.