Skip to main content

Main navigation

  • News

    Featured Articles

    AI Optimism Raises Positive Implications for RIAs and Wealth Advisors
    “Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record
    Warsh Confirmation Set to Advance as GOP Holdout Backs Vote
    Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

    Recent

    The Expanding Client Ask: How AssetMark and Adhesion Help RIAs Meet a New Era
    Why This Tesla Bear Still Sees A 60% Crash In The EV Maker's Stock
    Jump Expands Leadership Team To Accelerate Next Phase Of AI Operating System Growth
    Raymond James Is Prioritizing Advisor-Centric Expansion
    American Express CEO On Blowout Earnings, Travel And $4 Gas Prices

    Popular

    AI Is Rapidly Reshaping The Wealth Advisor Operating Environment
    Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack
    Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress
    Medicare Strategy Must Be Implicated In The Broad Retirement Plan
    AI As An Investment Theme Operates Under A Unique Level of Scrutiny

    Topics

    Alt Essentials
    ETF Innovators
    The Crypto Advisor
    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
  • Whitepapers
    ETF Innovators Guide 2025
    Direct Indexing Buyers Guide 2025
    Model Portfolio & SMA Strategists
    2025 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2025
    America's Best Trust Technology Buyers Guide 2024
  • Events
  • Subscribe

Mobile Menu

  • The Crypto Advisor
  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • TAMPs
  • The Retirement Advisor
  • Commentaries

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

by The Wealth Advisor Contributor
Bank of America’s so-called “sleep like a baby” portfolio—constructed for resilience rather than headline performance—is delivering one of its strongest years on record. The equal-weighted allocation across equities, fixed income, cash, and commodities is tracking a 26% return year-to-date, positioning it for its best annual outcome since 1933, according to strategist Michael Hartnett.

Featured

AI Optimism Raises Positive Implications for RIAs and Wealth Advisors

A renewed wave of optimism around artificial intelligence is reshaping equity market leadership, with meaningful implications for portfolio positioning among RIAs and wealth advisors.

Warsh Confirmation Set to Advance as GOP Holdout Backs Vote

(Bloomberg) - Senator Thom Tillis said he’s dropping his blockade of Kevin Warsh’s nomination to head the Federal Reserve, saying the Justice Department’s decision to end a criminal probe targeting Fed Chair Jerome Powell remove

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Kevin Warsh, nominated by President Trump to serve as Chair of the Federal Reserve, used his Senate confirmation hearing to outline a potential shift in how the central bank evaluates inflation—an issue with direct implications for monetar

Recent

News

Fed says stock market boom, 'ebullient' investors warrant caution

Booming stocks, "meme" investments and the black box of hedge fund financing pose increasing risks as the U.S. economy emerges from the pandemic.

News

Banks Are Making It Harder for Hedge Funds to Leverage Their Bets After Archegos

The dust hadn’t yet settled on Archegos Capital Management’s implosion.

News

How Janet Yellen Could Help Fight Inflation With 100-Year Bonds

If Congress actually passes President Biden’s blowout spending bills, we’re in for a devastating breakout of inflation.

News

Is The White House Underplaying Inflation Risk? Here’s What The Experts—And Markets—Are Saying

Biden officials and the Fed insist inflation is no big threat, but investors seem to be bracing themselves anyway.

  • More Articles

Popular

RIA Knowledgebase

AI Is Rapidly Reshaping The Wealth Advisor Operating Environment

WealthTech

Citi Wealth Introduces AI-Powered Client Assistant Built on Google's Technology Stack

News

Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

Retirement Channel

Medicare Strategy Must Be Implicated In The Broad Retirement Plan

FundFocus

AI As An Investment Theme Operates Under A Unique Level of Scrutiny

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2026