News & Investment Updates From Blueprint Financial Advisors

News

What Is A Fiduciary?

Dessert-lovers – and more specifically chocolate fanatics – usually have no concept of the meaning of the words “rich” or “too rich.” They know the tastes of sweet, spicy, sour, and bitter but struggle to describe “rich”…unless they’re allowed to do so with an eye roll.

Another word that gets passed out without the full meaning being understood, perhaps, is the term “fiduciary.”

At Blueprint Financial Advisors, we make it a point to inform our clients of our fiduciary status. Sometimes people we work with even proactively ask about it. Still, we’ve found that the term isn’t always fully understood, so we’d like to take a moment to provide some clarity.

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Investment Update

Investment Systems Can Do Almost Anything. But Not Everything.

One of the biggest misconceptions in investing is that the best system is the one that does everything. In reality, the strongest systems are those that do a few things well — and intentionally avoid the rest.

At Blueprint Financial Advisors, we believe the art of system design lies not in complexity, but in clarity and robustness. That means focusing on what works across a variety of market environments, not just what works in backtests or ideal conditions. It also means making tough decisions about what to prioritize — and being honest about the tradeoffs. Responsiveness might improve timing but increase taxes. Broader exposure might boost diversification but dilute conviction. There’s no free lunch.

Like all investment strategies, trend following comes with tradeoffs. But unlike many approaches that try to mask them, it brings those tradeoffs to the surface — where they can be understood, managed, and ultimately turned into strengths.

In this month’s Note, we explore how trend following, like life, requires choices. We also share how the current environment continues to highlight the importance of staying focused on what works — rather than trying to be everything at every time to everyone.

But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for June.

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Archive: News & Investment Updates

Investment Update


Simplicity Is a Good Defense Against Uncertainty

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News


Offense Also Wins Championships

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News


Investing In Any Market: How We Help Clients Stay on Track

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News


The Collectively Forgotten $1.6 Trillion in Retirement Accounts

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