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

Lens providing focus on a rainy stream

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…

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The Collectively Forgotten $1.6 Trillion in Retirement Accounts

Abandoned boat surrounded by palm trees

What are the odds you would forget about $1 million? Nonsense, you might say. What kind of person would forget about any amount of money, let alone that sum? Well, before one rushes to judgement, consider this article about so-called forgotten 401(k) retirement accounts. How to Find Forgotten 401(k) Retirement Accounts When a worker changes…

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Trend Following is the GPS of Investing

Car dashboard with cell phone GPS navigation

In many areas of life, stories are king: sales, marketing, children’s bedtime routines, and raucous dinner parties. And analogies, in particular, can be a powerful ingredient of good stories. I recently discovered perhaps one of the best analogies that might help explain how trend following may assist investors. The Analogy: GPS & Trend Following One…

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