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

    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
    Rerouted, Not Retreating: U.S. Global’s SEA ETF and the New Economics of Global Cargo

    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
    The Expanding Client Ask: How AssetMark and Adhesion Help RIAs Meet a New Era
    Medicare Strategy Must Be Implicated In The Broad Retirement Plan

    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

RIA Knowledgebase

Fidelity Investments to hire dozens of remote financial planners in Houston market

Fidelity Investments plans to hire dozens of new associates in the Houston region this year as part of a nationwide expansion effort.

RIA Knowledgebase

How wealth firms can create digital delight among clients

Global surveys point to opportunities for wealth managers to improve engagement and satisfaction. 

RIA Knowledgebase

RIA in a Box Announces Strategic Acquisition of Leading Cloud-based Virtual Desktop Provider, ITEGRIA, LLC

RIA in a Box announced today that it has acquired ITEGRIA, LLC, a leading provider of cloud-based virtual desktop solutions for RIAs.

RIA Knowledgebase

FSI: Dropping The Independent Contractor Rule "Disappointing"

Advisors choose the independent model to have the freedom to operate their own business, and many left an employee role to do so, Dale Brown explains.

  • 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

WealthTech

The Expanding Client Ask: How AssetMark and Adhesion Help RIAs Meet a New Era

Retirement Channel

Medicare Strategy Must Be Implicated In The Broad Retirement Plan

Navigation

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