News & Investment Updates From Blueprint Financial Advisors
Investment Update
Restraint (Not Reaction) Can Be The Clearest Expression of Discipline
One of the hardest things in investing is doing nothing — not out of neglect, but on purpose.
At Blueprint Financial Advisors, we believe in acting when conditions warrant it — and holding firm when they don’t. That’s the nature of a rules-based process: trade when the data says to, and stay put when it doesn’t.
This is one of those times. With both market activity and portfolio adjustments remaining minimal, our strategies haven’t needed to shift. And that’s not a sign of weakness — it’s a sign that our positioning is aligned with the current environment.
In this month’s Investment Update we reflect on the value of staying still when the system calls for it — and why restraint, not reaction, is often the clearest expression of discipline.
But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for August.
News
2025’s Stock Market Shows the Danger in Predictions
“The forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” This classic line from investing icon Warren Buffett constantly reverberates through the minds of the team at [firm]. But it reached a crescendo earlier this year as we – and you – witnessed the chaotically turbulent start to 2025.
If we were to summarize that same Buffett quote in our own words, it would be this: Predictions can be dangerous. When investors base their financial decisions on the predictions of “experts,” they put roots into sandy ground because analysts and economists actually have no idea what is going to happen. Plus, mixing ego with intellect in the form of a prediction can be a toxic brew for investors who dare follow the forecaster down that path. The future is unknowable!
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