Blueprint’s core client is the independent financial advisor. They tend to be planning-focused, tech-savvy, and very entrepreneurial, as many either started as an independent or broke away from a wirehouse. Over the years, we have developed institutional knowledge about the behaviors, tactics, and strategies employed by the most effective advisors – advisors that the industry deems ‘ELITE’.
Clients and partners of Blueprint know how much we value communication and transparency. We are not shy about being transparent (some would say to a fault), from putting our exact investment rules on our website to explaining in detail how these rules work. One thing that we (and the world) are learning in 2020 is that despite how we miss interacting with our clients, friends, and partners in person, we can still add value and communicate effectively through a variety of other, tech-driven mediums. Case in point: as of December 2019, the number of free and paid Zoom meeting participants was 10 million; today, it's 300 million!
First, we sincerely hope this note finds everyone safe and healthy in your world. Blessings abound for our team and our families, and we are grateful to be here to serve our clients and friends. To paraphrase the line from Cool Hand Luke, we will not be accused of a ‘failure to communicate’! Every month, on the last trading day when we rebalance our portfolios, we send a note to our clients and partners with an update on changes in the model and the status of price trends based upon our rules and systems. This month, we want to share it with our full audience, because we believe it is insightful regarding the current environment, and because we are proud of our work. Please read on.