Joe Crawford

Recent Posts

New Data: An Alternative to Liquid Alternatives

Posted by Joe Crawford on 7/28/21 9:00 AM

Liquid alternatives are darlings of diversification and downside protection for some advisors, many of whom looked in the rear-view mirror during and after the Great Recession and saw the need for a new way to manage risk.

Now that liquid alts have outgrown adolescence and had ample opportunity to prove their mettle, we examined their performance in a just-released primer, “An Alternative to Liquid Alternatives.”

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Topics: Systematic Investing

Clueless GM's and Stock Pickers

Posted by Joe Crawford on 10/16/18 10:17 PM

 

At Blueprint, we utilize tactics based on the fundamentals of Trend Following, attempting to smooth the investment ride and to keep compounding high for our advisor clients.  We generally do this using passive instruments such as index-based ETFs and Mutual Funds for two reasons:

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Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing

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