Sitemap

Home

 

About

An Uncommonly Great Partner to Financial Advisors

 

Strategies

Blueprint Adaptive Allocation Growth Fund (BLUIX)

Asset Class Baselines, Minimums & Maximums

Continuum Approach to Risk Management

Dynamic Asset Allocation

Financial Advisor Use Cases: Satellite Holding or Tactical Allocation

Financial Advisor Use Cases: Core Strategy Implementation

Systematic Investing Process

Tax-Loss Harvesting

Tax Information

 

Exchange Traded Funds

Blueprint Chesapeake Multi-Asset Trend ETF (TFPN)

FAQs

Financial Advisor Use Cases: Core Alternative

Financial Advisor Use Cases: Satellite Holding or Tactical Allocation

Monthly Commentary

Subscribe

Tax Information

 

Separately Managed Accounts (SMAs)

Dynamic Strategies

Strategic Strategies

Tactical Strategies

 

ESG Strategy

 

Continuum Approach to Risk Management

Dynamic Asset Allocation

Financial Advisor Use Cases: Core Strategy Implementation

Financial Advisor Use Cases: Satellite Holding or Tactical Allocation

Managing Risk During Market Drawdowns

Systematic Investing Process

Tax-Loss Harvesting

 

Process

How Systematic Investing Offers a New Approach to Direct Indexing

How Tax-Loss Harvesting is Naturally Baked Into Our Process

 

Team

Andrea Johnson Swope

Brandon Langley

Bruce Atkinson, CPA

Greg Gerhartz

Joe Crawford

Jon Robinson

Ken Peters, CAIA

Mike Carlone

Nicole Hands

Natalie Gorman

Jason Varner

Tommy Mayes

Patrick Hayes

 

Insights

Advisor Practice Management Blogs

Behavioral Finance Blogs

Systematic Investing Blogs

 

Blogs by Brandon Langley

Blogs by Joe Crawford

Blogs by Jon Robinson

Blogs by Mike Carlone

Blogs by Nicole Hands

Blogs by Tommy Mayes

 

Let’s Talk

 

Subscribe

 

Download Guide: Protecting Retirement Income

Download Guide: The Playbook for Top Financial Advisors

Download Handout: Periodic Table With Systematic Investing

Download Package: Retirement Income Materials for Financial Advisors

Download Presentation: How Systematic Investing Impacts Tax Efficiency

Download Presentation: The Best 10 Days Myth

Download Presentation: When to Buy/Sell/Hold Stocks

Download White Paper: The 60/40 Problem

 

Headlines

Monthly Asset Allocation Updates

Monthly Co-Founders’ Notes

Monthly ESG Summaries

 

Privacy Policy

 

Take Quiz: Are You a Top Financial Advisor?

 

Watch Webinar: An Operational Model for Financial Advisors

Watch Webinar: Building An Elite Culture For Your Wealth Practice

Watch Webinar: Marketing as a Financial Advisor

Watch Webinar: Reconsidering Retirement Income

Watch Webinar: The Next Generation of Liquid Alts