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
    A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
    VastAdvisor Is Building the Growth Infrastructure Wealth Management Never Had

    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

The Trust Advisor

Estee Lauder Heir Embroiled In Legal Drama With Baby Mama

Billionaire Estee Lauder heir William Lauder wants his baby mama evicted from the $7 million mansion he gave her in the Bel Air neighborhood of L.A.

The Trust Advisor

Prince’s Estate Has Valuable Estate Planning Lessons For Us

Prince’s estate and the legal actions following his death deliver important estate planning lessons to most of the rest of us.

The Trust Advisor

Boomer Wealth Is Cascading Down as Biden Weighs Inheritance Tax

The handover of assets from U.S. Baby Boomers to their children, expected to rank among the biggest wealth transfers in history, is well under way.

The Trust Advisor

What Every Adult Child Beneficiary Should Know About Inheriting Assets

The decisions made with recently inherited assets can have significant permanent tax implications.

  • 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

The Trust Advisor

A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors

WealthTech

VastAdvisor Is Building the Growth Infrastructure Wealth Management Never Had

Navigation

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