Who Needs A Financial Advisor When Markets Only Go Up?

Posted by Mike Carlone on 12/15/21 11:02 AM

Like many others, I’m drawn to “comeback” stories. It’s no surprise, then, that the history of the world’s rarest and most ancient dog has stuck with me.

For more than 50 years, the New Guinea highland wild dog was thought to be extinct. But in the 2010s, a few reported sightings led researchers to take blood samples that confirmed the existence of a healthy, viable population hidden in a remote region.

You might be wondering how this story can possibly relate to the question posed in the title of this blog. Well, for me, it’s that the past 10+ years have led too many investors to devalue the role of a financial advisor by turning advising into an à la carte menu. Many still value financial planning, but they’re second guessing whether they need an investment quarterback. However, at Blueprint, we see signs of revival.

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Topics: Advisor Practice Management

A Tax Dilemma – How Capital Gains Can Hold Financial Advisors Hostage

Posted by Brandon Langley on 12/9/21 11:08 AM

While a series of profitable years is wonderful, we all know the ride comes to an end at some point. When that happens, advisors seeking to manage or reduce clients’ risk level can be held hostage to the gains that have built up in taxable accounts.

As advisors add new clients/accounts and plan for 2022, now is the time to consider approaches that reduce the risk of this scenario.

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Topics: Systematic Investing

Marketing for Financial Advisors – Your Questions Answered

Posted by Mike Carlone on 11/22/21 3:57 PM

We received a surprising amount of feedback following our September blog about advisor marketing, so we’re back with a sequel.

In these video responses (most are under 2 minutes), you’ll find answers to common questions we hear from advisors about how to refine their marketing activities to build and retain client relationships.

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Topics: Advisor Practice Management

Survey Says: Your Asset Manager’s Sell Discipline Stinks

Posted by Jon Robinson on 11/16/21 1:23 PM

The last time an asset manager told you about their buy/sell process, did the conversation sound a lot like what’s depicted in this pie chart?

It’s bewildering, considering building and maintaining an investment portfolio requires decisions about what to buy and sell. Yet, even elite institutional portfolio managers disproportionately focus on the first half of that equation.

It turns out that’s a quantifiably costly mistake.

 

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Topics: Behavioral Finance

Moneyball, Trend Following & Left-Handed Batting

Posted by Joe Crawford on 10/26/21 12:13 PM

We are big fans of Moneyball and share the mindset of using data to make more rational decisions. We also enjoy using lateral thinking to translate, in relatable terms, our investment process and thinking around risk management. Sports provide us with a particularly fertile environment to do that.

Of all major U.S. sports, none has a vaster treasure trove of data than baseball. Perhaps it is no coincidence then that no sport depends more on data to make tactical decisions than the national pastime.

Major League Baseball’s Fall Classic got us thinking about an interesting corollary between effective hitting and an adaptive approach to asset management.

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Topics: Systematic Investing

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