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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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TAMPs

Orion's New Brand Reflects $5 Trillion Victory Lap

“The star in our logo is a nod to Orion’s celestial namesake and to the advisors we serve — our true north. They’re building the future of wealth management, and our platform is the engine behind their growth."

TAMPs

SMArtX Launches Automated Tax Loss Harvesting Enhancements for Scaled Execution

The updated tool allows firms to optimize tax efficiency across households and individual accounts, while freeing advisors to focus on delivering meaningful client outcomes.

The Trust Advisor

They Co-Own A $60 Billion Hedge Fund. They're Both Worth $8 Billion. They Hate Each Other… And One Is Getting Divorced With No Prenup

John Overdeck and David Siegel have run a hedge fund called Two Sigma for over two decades. Two Sigma manages $60 BILLION in assets.

The Trust Advisor

Kevin Federline Details How Much Money He Got in Britney Spears Divorce

Kevin Federline is laying out exactly how much and how he spent the money he received in his divorce from Britney Spears.

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