News & Investment Updates From Blueprint Financial Advisors

Investment Update

Forecasts Have Missed the Mark, Our Discipline Has Not

Every June, we find ourselves doing the same thing: reviewing the first half of the year and comparing reality to expectations. Not because we believe predictions drive portfolios, but because the gap between what people thought would happen and what actually happened is often the most instructive part of the investing process.

Take small caps, international stocks, or interest rates — all areas where prevailing forecasts heading into 2025 have missed the mark.

Although we think they can be foolish, this isn’t necessarily a critique of the forecasts themselves. It’s a reminder that the most important thing in investing isn’t being right — it’s about having a process and being prepared regardless of what happens.

That’s why at Blueprint Financial Advisors, we design systems that can adapt to shifting conditions without relying on foresight. When small caps looked poised for a breakout, our models stayed cautious. When international equities still seemed out of favor, our systematic investing process told us to lean in.

In this month’s Note, we reflect on what’s unfolded so far in 2025 — not to pat ourselves on the back or call out misplaced predictions, but to reinforce the value of a systematic, long-term mindset in a world that keeps trying to throw curveballs.

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

Read More

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.

Read More

Archive: News & Investment Updates

Investment Update


Investment Systems Can Do Almost Anything. But Not Everything.

Read More

Investment Update


Simplicity Is a Good Defense Against Uncertainty

Read More

News


Offense Also Wins Championships

Read More

News


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

Read More

Let's Talk

To discuss how we can help build your financial roadmap