Jon Robinson

Recent Posts

What Can Elite Financial Advisors Learn From Alibaba?

Posted by Jon Robinson on 8/8/19 11:07 AM

If you are like me, you probably spend a lot of time marveling at and studying the likes of Amazon, Google, and even Facebook. Each is only about 20 years old, yet they each occupy a spot in the world’s ten most valuable companies. Casting aside the varying forms of backlash they have experienced recently, there is much to admire about each firm’s growth and ubiquity.

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Topics: Advisor Practice Management

The Next Generation Wealth Manager

Posted by Jon Robinson on 7/25/19 9:44 AM

At Blueprint, we spend a lot of time articulating the ‘why’ behind our systematic, process-driven investment approach. Our communications with advisors frequently emphasize behavioral finance because we believe that having a transparent process and educating our partners about exactly what to expect leads to better investment outcomes for their clients. Today’s note focuses on another, equally emphasized subject of our writings: advisor practice management. Please read on.

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Topics: Advisor Practice Management, Transparency, Systematic Investing

Process vs Outcome

Posted by Jon Robinson on 6/20/19 11:23 AM

In 1931, the New York Times, celebrating its 80th birthday invited eight American innovators to predict what life would be like in 80 years. Among them, Dr. William Ogburn, a sociologist, predicted that "people will become more nervous and mental disorders will rise for a time, but by 2011 mental hygienists will probably have the upper hand.” W.J. Mayo, the founder of the Mayo Clinic, said that by 2011, the average life span, then only 54, would rise to 70 (it was 78). As we have written before, market predictions are generally useless even when correct. Why is there such a fascination with predictions to begin with?

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Topics: Behavioral Finance, Systematic Investing

After the Bull Run?

Posted by Jon Robinson on 6/6/19 9:56 AM

In 2009, few could have imagined a 10-year bull market, the longest in U.S. history. To the delight of multitudes of investors (those who remained invested anyway), here we stand, giddy from experiencing record-high stock prices and record-low volatility.

But will it last?

Research shows that two-thirds of institutional investors believe the bull market in stocks will reach its end this year. Further, they expect the next financial crisis to come in one to five years, according to a Natixis survey.

The eternal question for financial advisors:

How do you instill discipline in clients when they face emotionally charged environments?

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Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing

Investing, Free Solo

Posted by Jon Robinson on 5/8/19 3:47 PM

On June 3, 2017, rock climber Alex Honnold completed the first-ever free solo (ahem, no ropes) of Yosemite National Park’s epic El Capitan.

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Topics: Behavioral Finance

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