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.

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...