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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

Scaling the Last Frontier of Wealth Management: How Absolute Capital Helps Advisors Capture 401(k) Pre-Rollover Assets

Absolute Capital’s W.I.N. platform enables advisors to manage workplace retirement accounts before rollover—turning off-limits assets into growth opportunities. With compliant integration, direct fee billing, and access to thousands of securities beyond limited plan menus, advisors can serve younger professionals, strengthen client relationships, and capture a $4 trillion market where 99% of accounts lack advisor management. No competing advisors to displace, faster sales cycles, and seamless integration with existing practice models.

RIA Knowledgebase

The Simple Math Showing The Stock Market’s ‘Asymmetric Upside’

A TKer subscriber recently pointed out if your investment is down 20%, you’d need a 25% gain from the current level to return to the initial level.

FundFocus

‘Absolutely' A Market Bubble: Wall Street Sounds The Alarm On AI-Driven Boom As Investors Go All In

Wall Street is growing louder with warnings that the artificial intelligence trade may be overheating.

FundFocus

Bill Gross Says Gold Is Now A ‘Momentum/Meme Asset’ — And If You Really Want To Buy It, You Should Wait Awhile

Legendary bond investor Bill Gross urged caution about buying gold, which has been soaring recently.

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