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Flexible Plan Investments, Ltd. | 35 years of preserving & growing wealth through dynamic risk management

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes.

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Flexible Plan Investments, Ltd.

Jerry C. Wagner

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Flexible Plan Investments, Ltd. | 35 years of preserving & growing wealth through dynamic risk management | flexibleplan.com Reviews

https://flexibleplan.com

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes.

INTERNAL PAGES

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1

Flexible Plan Investments, Ltd. | 35 years of preserving & growing wealth through dynamic risk management

http://www.flexibleplan.com/home

Bull, Bear, and Sideways markets. Learn about tri-state market classification and the basis for evaluating multiple active investment strategies within a single portfolio. Bucket investing with dynamic risk-managed portfolios. Designing an asset allocation approach to meet a client’s financial objectives often is cited as the most important component of the investment advisory process. The dog days of summer are ending. Does this mark the calm before the storm? Posted 2 days ago. Posted 2 days ago. Flexi...

2

Disclosures

http://www.flexibleplan.com/market-hotline/disclosures

Several analyses are offered in this application for use. They include, but are not limited to: top fund changes (buy / sell) through the week, top five gains and losses from holdings, asset class positions, daily portfolio allocation changes and open fund positions 1 year historical risk (standard deviation) distributions. This information is derived from exchange history and believed to be accurate. Or www.quantifiedfunds.com. An investor should consider the investment objectives, risks, charges and ex...

3

What we do | Dynamic risk-managed investing, Strategic Diversification, Managing investor expectations

http://www.flexibleplan.com/what-we-do

Strategies in a single account. FPI does not promote employing a single strategy based on but one investing methodology. Instead, FPI encourages combinations of multiple diverse strategies into a single account. This is known as strategic diversification. Typically, every strategy on its own will suffer from two problems—lay down and draw down. They can occur at different times and during different market environments. Laydown occurs when the strategy. Is not producing returns or losses,.

4

Market Hotline | Investors traveling a mountainous road?

http://www.flexibleplan.com/market-hotline/tabid/93/postid/513/investors-sweating-it-on-a-mountain-road

Here you will find weekly updates on the Active Management Market along with key solution updates. Investors traveling a mountainous road? August 3, 2015 in In My Opinion. Now’s the time when many of us are off enjoying a well-earned summer vacation. This week I was remembering one of my favorites that occurred a few years ago. It was great; we hosted a family reunion in a large, rented house on Big Bear Lake in Southern California with spectacular weather and scenery. Like the market, most of the time y...

5

Market hotline | Flexible Plan Investments, Ltd.

http://www.flexibleplan.com/market-hotline

To our In My Opinion readers:. In My Opinion: Managed Retirement Plan Participants:. Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. But, more and more of you are in plans using Market Leaders. If so, that newsletter section may interest you. Flexible Plan Investments (513). Here you will find weekly updates on the Active Management Market along with key solution updates. Smart Beta Factor Rotation. Read More ».

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LINKS TO THIS WEBSITE

investwithanedge.com investwithanedge.com

We Recommend | Invest With An Edge

http://investwithanedge.com/we-recommend

Invest With An Edge. Is a FREE investing resource offering insightful commentary, useful market overviews, timely picks of the week, and a full-fledged investing strategy. It’s an excellent resource by itself – but what if you need more? We recommend two (2) options if you need more assistance with your investments…. 1 Self-Managed Investing with Award-Winning Advisory Service. 14-Day Free Trial Subscription. Provides actionable advice so you can succeed in this tough market. Flexible Plan Investments is...

forabetterworld-investing.com forabetterworld-investing.com

For A Better World Investing - Incentive Program, Flexible Plan Investments, Ltd

http://www.forabetterworld-investing.com/incentive.aspx

As part of our commitment to the mission of For A Better World. Flexible Plan Investments provides clients with the option to pay out 10% of our net advisory fee collected for this strategy, in the client’s name, to one of several pre-selected charities. In order to qualify for this incentive, clients must be enrolled in the For A Better World. Or 800.347.3539, ext. 2. Learn more about the Give Back Program distributions made in 2015.

forabetterworld-investing.com forabetterworld-investing.com

For A Better World Investing- The Funds, Flexible Plan Investments, Ltd

http://www.forabetterworld-investing.com/funds.aspx

For A Better World. Utilizes a universe of funds designed to invest exclusively in socially-responsible companies. Among others, the universe includes funds from the following families:. Working under the motto, Principles and Performance, the Parnassus Funds are driven by the investment philosophy to invest in businesses that have sustainable competitive advantages, increasingly relevant products, quality management teams, and ethical business practices. Pax World Mutual Funds. Ph: 248.642.6640 ...

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For A Better World Investing - Flexible Plan Investments, Ltd

http://www.forabetterworld-investing.com/index.aspx

In 1998, long before Vice President Al Gore’s An Inconvenient Truth hit the theaters and going green suddenly became a hot topic across the country, Flexible Plan Investments launched a select investment strategy known as For A Better World. This actively-managed solution sought to be more selective and expose investors to funds that invest in ecologically/socially-conscious companies, and avoid those that invest in alcohol, tobacco or gambling. Since 1998, through the end of 2012, For A Better World.

forabetterworld-investing.com forabetterworld-investing.com

For A Better World Investing - Media, Flexible Plan Investments, Ltd

http://www.forabetterworld-investing.com/resource.aspx

What is Socially Responsible Investing? Investopedia - Socially Responsible Investing Definition. 8212; "Socially conscious" investing is growing into a widely-followed practice, as there are dozens of new funds and pooled investment vehicles available for investors. Stanford Social Innovation Review - Socially Responsible Investing. 8212; a collection of podcasts, essays and. Articles from Stanford University that talk about conducting, funding and investing in sustainable and socially. 8212; Scott Budd...

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Gold Bullion Strategy Fund - Home

http://www.goldbullionstrategyfund.com/home

Gold is likely to shine. Negative real return environment. Gold is likely to shine. When equities are in a bear market. Gold is likely to shine. During a commodity price bull market. Gold is likely to shine. When the value of the dollar falls. Gold is likely to shine. In a U.S. Treasury bear market. Gold is likely to shine. When inflation is rising. Gold is likely to shine. In an environment of market volatility. View our fact sheet. View l atest commentary. Receive email updates to your inbox. Video int...

forabetterworld-investing.com forabetterworld-investing.com

For A Better World Investing - The Program, Flexible Plan Investments, Ltd

http://www.forabetterworld-investing.com/program.aspx

Flexible Plan utilizes short-term price trends to rank the available mutual funds, seeking to keep the portfolio invested in the market leaders, while avoiding those lagging behind. Available on Flexible Plan’s popular Strategic Solutions platform, For A Better World. Can be combined with up to seven other strategies to provide optimal strategic diversification in the client’s portfolio. The minimum account for investment in For A Better World. Ph: 248.642.6640 Outside Metro-Detroit: 800.347&...

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No deje que su emprendimiento se pierda en el mar de internet. Elija crear una imagen y sello distintivo para su proyecto hoy. Sus clientes podrán interactuar con su sitio web desde cualquier dispositivo, tanto móviles, tablets, notebooks y computadoras de escritorio. Siéntase libre de actualizar con comodidad el texto e imágenes de su sitio web o deje todo en nuestras manos y nos encargaremos de mantener toda la información al día. International Scientific Hearth Research. Mudanzas y Transporte logístico.

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Flexible Plan Investments, Ltd. | 35 years of preserving & growing wealth through dynamic risk management

Bull, Bear, and Sideways markets. Learn about tri-state market classification and the basis for evaluating multiple active investment strategies within a single portfolio. Get Started with FPI. We believe the retail investor and financial advisor are underserved by the buy-and-hold philosophy. See all advisor tools. We custom fit the investment solution to the client. We don’t force clients into investment vehicles that may not fit their lifestyle or timeline. Custodied on various platforms. As an active...

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Flexible Planet Blog

I, Travel Writer. November 02, 2011. BootsnAll's 30 Days of Indie Travel-Day #2. Here’s Day #2 of 30 Days of Indie Travel Project. Day #2: Change can be exciting and bring new joys into our lives. But it can present challenges that frustrate or annoy us. How has travel changed you in the last year? Did you welcome these changes or resist them at the time, and how do you feel about them now? After all, change is good. Posted at 04:48 PM. November 01, 2011. And even writing a novel in November. So without ...

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Flexible Plastics, Inc. | Page 1 of 1

We custom manufacture a variety of low density, polyethylene bags. We can do two-color printing. As well as graphic art. About printed, die cut, and other specialized plastic bags. Free shipping on orders of $600 and above! You are not charged until your items ship. 301 Maxfield Street Mankato, MN 56001. Layflat Bags - 1 mil. Layflat Bags - 1.5 mil. Layflat Bags - 2 mil. Layflat Bags - 3 mil. Layflat Bags - 4 mil. Reclosable Bags 2 mil. Reclosable Bags 4 mil. Pay as you throw? Want to surf the Net?