Active investment management’s weekly magazine for fee-based advisors

Jerry Wagner

Jerry C. Wagner, founder and CEO of Flexible Plan Investments Ltd. (FPI), is a leader in the active investment management industry. Since 1981, FPI has focused on preserving and growing capital through a robust active investment approach combined with risk management. FPI was named to the 2015 Financial Times 300 Top Advisers and the 2015 Inc. 5000 List of fastest-growing private U.S. companies.

When surprises occur in everyday investing

Nobody knows for sure what market environment will occur next. Isn’t it preferable to have a dynamic, risk-managed investment portfolio that can adapt proactively with rules-based, disciplined decision-making, rather than the “buy-and-hope” portfolios...

Don’t be confused by investment semantics

Proactive, tactical investing requires the ability to move from one asset class to another, seeking the right asset class at the right time. This is very different from the passivity of traditional strategic asset allocation, where there is always a...

One way to beat the market

A dynamic, risk-managed investing approach can help minimize the downside in bear markets. That goes a long way toward ‘beating the market’ through full market cycles. Reading Dr. Edward Thorp’s 1967 book “Beat the Market” in the summer of 1968 changed...