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

Given the significant moves unfolding in markets, Blueprint Financial Advisors has heard important questions about what this means for client portfolios. Please continue to reach out to us with any questions and concerns, but we also want to recap some of the more frequent questions – and their answers – in the hopes it is helpful to you.

What makes the investment approach used by Blueprint Financial Advisors different from traditional investing?

Most investment portfolios rely only on diversification. Ours go a step further. We combine traditional global diversification with a disciplined, rules-based process that adjusts your investments as markets change.

This helps protect your portfolio during downturns – and keep it growing during better markets.

What happens if the market drops?

No one can predict the market, but we can prepare for it.

Our strategies are designed to reduce risk when markets decline. Instead of holding tightly to all our holdings through a downturn, we adjust your portfolio to focus more on assets showing signs of stability and reduce exposure to assets that are exhibiting weak signals.

We believe the best way to build wealth over time is to avoid large losses and protect long-term growth.

Will I still benefit when the market goes up?

Yes.

Our investing approach is designed to increase exposure to investments that are doing well. That means you can stay invested and confident – even when markets are volatile – because the portfolio is working behind the scenes to adapt to what’s happening.

How do headlines and market news impact investing decisions in the portfolio?

In short: they don’t.

Everything is driven by a repeatable, rules-based process – not gut feelings or predictions. This helps avoid reactive mistakes and keep your plan on track, especially when emotions are running high.

Is this investing approach tax efficient?

Yes.

Because of how we manage gains and losses, we’re able to take advantage of tax-loss opportunities when they appear – without disrupting your overall strategy.

What are the benefits of this investing approach for me as an investor?

We believe our process for managing your investments is better for investors because it helps you stay invested, stay confident, and stick with the plan. That’s how real long-term success happens.

We focus on protecting your ability to compound wealth over time, while removing emotion from the process. In short, we give your portfolio flexibility to weather any market and keep moving forward.