Radical Transparency is Good for Business

Transparent marble showing river and rock scenic view

Celebrating Blueprint Investment Partners’ 10-year milestone late last year gave me an opportunity to reflect on two conflicting realities: One of the areas I reflected on was the topic of radical transparency, something that 10 years ago was uncommon in financial services but today seems to be accepted as good for business – regardless of…

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But The Market Always Comes Back…Right?

Roulette wheel and table

A common argument used against tactical asset management in favor of more passive approaches is that the market always comes back. We applaud the optimism. However, we believe building an investment portfolio that assumes the market will always come back is like putting all the chips on black in a game of roulette. It’s also…

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Trend & Value Walk Into a Bar…

Two glasses filled with beer

“Nature uses only the longest threads to weave her patterns, so that each small piece of her fabric reveals the organization of the entire tapestry.” Richard Feynman One of the most common questions we hear about our systematic investing philosophy is the comparison of trend following to value investing. We welcome these questions. As trend…

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Webinar Highlights: The Next Generation of Liquid Alts

Ship breaking through ice to form a new pathway

As the head of Blueprint Investment Partners, I had a unique opportunity to moderate a virtual panel discussion with three of the biggest names in the liquid alternatives space last month: Bob Elliott, Corey Hoffstein, and Jerry Parker. I was energized by what I saw and heard, as well as inspired to share some video…

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Tilting the Index In Your Favor

Man sitting on palm tree trunk growing out over water Bar chart showing 2020 distribution of returns for SPY

“Good Ideas Can’t Be Scheduled” is the title of a 2019 blog post by Morgan Housel of Collaborative Fund. His point was that deadlines shouldn’t be placed on good ideas, regardless of field, but the execution of good ideas is the opposite. One of Blueprint Investment Partners’ best “good ideas” presented itself just like that…

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What Does A Next-Generation Liquid Alt Look Like?

Ingredients on the counter for preparing a healthy meal

As a kid who played whatever sport was in season, when the weather didn’t cooperate, I brought that passion inside to the latest sports video game. It was routine for me to battle my friends in games such as Madden NFL, NBA 2K, MLB The Show, and FIFA. Even the NHL made an appearance from…

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Did Your Retirement Bucket Spring a Leak in 2022?

Park bench submerged in flood water and rain

Not 2008, not the early 1980s, but 2022 was the worst year for bonds on record, according to an analysis by investment historian Edward McQuarrie. That’s more than a headline for financial advisors who have relied on fixed income as the less-volatile portion of their 70/30 or 60/40 portfolios – especially for their retirement-age clients.…

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Can Retirement Income Be Modernized? A Guide for Financial Advisors.

Kayaker approaching steep waterfall

Just one of these scenarios likely would be enough to cause concern for an investor: Yet in 2022, we’re facing all three at once. It’s a potentially catastrophic combination, especially for investors nearing or in the early years of retirement. In my opinion, this is a “perfect storm” (yes, I know that’s a super cliché…

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What The Data Says About Market Crashes

Spiral staircase winding down

When we travel by air, my wife usually points out that she thinks it would be better if people by windows boarded first; that way, anyone in an aisle or middle seat wouldn’t have to keep standing up. Meanwhile, I think the Southwest Airlines style of pick-any-open-seat is optimal. Our gut feelings were recently rendered…

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Courage is Not the Absence of Fear In Mountaineering (Investing Too!)

Climbers ascending a mountain

A friend recently convinced me to watch a new(ish) Netflix documentary, “14 Peaks: Nothing is Impossible.” It follows a Nepalese mountaineer who attempts to climb all 14 of the world’s peaks higher than 8,000 meters in less than seven months. Even a non-climber like me can appreciate that the endeavor undertaken by the film’s star,…

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