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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

Fed's Kashkari Wants Significant Progress On Inflation Before Rate Cuts

Minneapolis Fed President Neel Kashkari said in an interview that the U.S. central bank should wait for progress on inflation before cutting rates.

Companies

Gen Z Really Are The Hardest To Work With—Even Managers Of Their Own Generation Say They’re Difficult

Gen Z are the hardest to work with—even managers of their own generation say. Instead bosses plan to hire more of their millennial counterparts.

Companies

Musk's Tesla Pay Package Is 'Excessive' And Should Be Voted Down

Musk's Tesla pay package is 'excessive' and should be voted down, shareholder advocate says.

Washington Wire

Washington Pushes For New AI Rules Protecting Artists as Hollywood Backlash Mounts

Senators are pushing to introduce a bill that would set rules governing the use of artificial intelligence in the music and movie industries.

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RIA Knowledgebase

AI Is Rapidly Reshaping The Wealth Advisor Operating Environment

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Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

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