White Paper Library | BluePrint Investments and Tax Planning

Please enter PIN to view page.

Need a pin? Please contact us.

We are the investment advisor partner for tax professionals.

Team with our RIA to be compensated for investment management and financial planning services to your clients.

Get Financial News & Updates Delivered to Your Inbox

Find out your personal Risk Number and whether your current portfolio matches it.

Market Summary

The data below reflects the previous day close.

Market data provided by xignite.

Have A Question?

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...

Video Series About Market Corrections & Recoveries

October 25, 2018

Here's a video series by PortfolioPlus ETFs taking a look at previous market declines. Presumably they'll be producing videos about the subsequent recoveries too. Enjoy! https://www.portfolioplusetfs.com/historical-returns/oil-crisis/

Exciting New Free Planning App & Software

October 25, 2018

We're thrilled to announce we have a new financial planning technology that enables you to view your financial plan, including budgets, net worth and goal progress, in REAL TIME on all your devices! Just login, enter your data and link...

Office:	(916) 978-1452
Office:	(209) 920-7477
Toll-Free:	(888) 845-4141
Fax:	(815) 572-8086