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“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

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Jamie Dimon: Post-COVID Boom As Consumer "Increasingly Healthy"

America's largest bank said Tuesday it hauled in $11.9 billion in profit during the second quarter, up 155% from the same period of 2020.

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Citi Launches No-Commission Trading To Keep Up With Robinhood And Rivals

The Wall Street giant will initially make the new offering - Citi Self Invest - available to checking account holders before hitting the mass market.

The Trust Advisor

Keeping it in the Family: Inheritance Tax Reform and the Challenge of Wealth Redistribution

The only 2 things in life that are certain are “death and taxes.” If this adage is correct, then presumably inheritance tax is the most certain thing.

The Trust Advisor

Who gets the keys to your digital estate?

Failing to make arrangements for digital assets while you're alive could cause unnecessary costs, stress and heartache to those you leave behind.

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RIA Knowledgebase

AI Is Rapidly Reshaping The Wealth Advisor Operating Environment

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

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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

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