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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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Washington Wire

This Is The Worst The Jobs Market Has Looked (Outside Of A Recession) In 50 Years, Says Goldman Sachs

This is the worst the jobs market has looked in 50 years, says Goldman Sachs, meaning bullish GDP estimates are too optimistic.

Washington Wire

Fed Still Poised To Cut Rates, But Worries Mount Over US Data Vacuum

The Federal Reserve will go into a policy meeting next week with its view of the economy obscured by a U.S. government shutdown.

FundFocus

Goldman Basket Shows Painful Month For Shorts Caught In Squeeze

When the US stock market recovers from selloffs in the face of lingering uncertainty these days, there’s often an aggressive buyer caught in a squeeze

TAMPs

GeoWealth’s UMA Platform Solves Private Markets’ Biggest Infrastructure Problem

GeoWealth is transforming wealth management by seamlessly integrating private and public markets into a single unified platform. Its UMA technology aims to solve the operational complexity of combining illiquid investments with daily portfolio management—to deliver institutional-grade sophistication with boutique-level customization. Backed by BlackRock, Goldman Sachs, and Apollo, GeoWealth enables RIAs to offer clients diversification through custom model portfolios, automated rebalancing, tax optimization, and scalable private markets access without sacrificing brand identity or operational efficiency.

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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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