Co-Founders' Monthly Note For Financial Advisors

February 2026:

We’re Going Streaking! In Stocks…With Clothes On.

Markets tend to test discipline in different ways over time. Periods of rapid change make investors crave adaptability, while periods of persistence make them want patience. Neither suggests something is wrong, but both can challenge the instinct to assign meaning to every market move.

Recently, market trends have been on a positive streak for longer than many investors might have expected. Extended stretches like these often invite interpretation. Yet, history shows that duration alone provides limited insight into what comes next.

At Blueprint Investment Partners, our approach is designed with this reality in mind. Rather than drawing conclusions from the length of a market move, we rely on a systematic investing process that evaluates market behavior objectively and adjusts as conditions evolve. This framework allows portfolios to remain aligned with prevailing trends without requiring precise forecasts or discretionary timing decisions.

This month’s Co-Founders’ Note provides historical context around extended market trends and explains why discipline remains essential both when markets are steady and when they are changing.

But first, here’s a summary of what transpired in the markets in January.