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.

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...