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.

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...

What is risk really all about?

When we invest, we can’t know the future or get a do-over. Dynamic, risk-managed strategies can help client portfolios be more responsive to changing market environments. Investors are so different. They pursue different goals. They react differently to...

How to take a financial punch

Like a heavyweight title fight, investment plans have a beginning, a middle, and an end. Do your clients’ plans have the dynamic risk-managed strategies and true diversification needed to take the financial punch that markets will inevitably deliver?...

Mutt vs. purebred: How should you invest?

Can lessons learned from our canine friends provide a better understanding of the characteristics of effective portfolio diversification? My wife and I have always been dog people. We’ve never owned cats, although we love to play with those of friends...

They’ve got it backward!

Should buy-and-hold investors be more active and active investors more patient? It was 1969, and my favorite Michigan-area radio station was WKNR. One deejay, Russ Gibb, got a call from a college student saying there was a hidden verse in the Beatles’...

A New Year’s resolution for every investor

Understand how
 diversification should work. The holiday season came and went in a blur, just as it always seems to do. But we are left with fond memories of celebration with family and friends, not to mention the many occasions for traditional...

Are your clients carousel of coaster investors?

It is good for clients to periodically retake the suitability questionnaire. Their appetite for risk may have changed, while their investment portfolio has not. As we approach Labor Day and the end of school vacations, most of the kids I know are...

A ‘living in the moment’ guide to investing

While active portfolio management draws upon history for the basis of each strategy, it is continually focused on what is happening now. Recently I was speaking to a friend about some of the more memorable celebrations in our lives. I had to put on that...

How often should you review your investment returns?

The results may surprise you. In my position as president at Flexible Plan Investments, Ltd., at least once a quarter for the last 20 years I have received the same request: “Can you please make daily performance numbers available on your strategies?”...

How do you anticipate the unexpected?

Specific market events are usually unexpected at the time they occur—yet the possibility of their occurrence is almost always known in advance. It always seems to begin the same. A “news flash” scrolls across the lower portion of our TV screens. Or the...

Investors confused about passive investing

Three common misconceptions about passive investing. The opposite of active investing is passive investing. It is index investing. It is buy-and-hold investing. While active investing is like the ant in the fable that works tirelessly to improve,...