Press

Press releases

May 10 2022

Finding Winners in a Losing Market: Winnerslist.io Uncovers 40 Investment Strategies from 9 Asset Managers that Made Money this Year

Learn more

Mar 10 2022

Flexible Plan Quantified STF Fund recognized with the 2022 Refinitiv Lipper Fund award in the Flexible Portfolio Funds category

Learn more

Mar 3 2022

Flexible Plan Investments recognized as 2022 "Strategist of the Year" by SMArtX Advisory Solutions

Learn more

Feb 17 2022

Flexible Plan Investments named 2022 "Strategist of the year" finalist by SMArtX Advisory Solutions

Learn more

Dec 8 2021

Flexible Plan Investments' Principled Investing Give Back program celebrates 10 years with distributions to 110 charitable organizations

Learn more

Nov 15 2021

Flexible Plan Investments named one of Michigan's top workplaces of 2021

Learn more

Nov 15 2021

Regulatory compliance watch

Learn more

Nov 8 2021

Regulatory compliance watch

Learn more

Sept 20 2021

Flexible Plan Investments now offers its risk-managed strategies on the SMArtX TAMP

Learn more

Jun 9 2021

Advisors Preferred Announces AUM Reaches $3 Billion

Learn more

May 25 2021

Advisors Preferred Reports Record Growth With Five New Mutual Funds, Addition Of New Subadvisor

Learn more

Apr 16 2021

Flexible Plan Launches Three New Quantified Funds

Learn more

Feb 16 2021

Flexible Plan Quantified Funds Reach $1 Billion AUM

Learn more

Feb 1 2021

Flexible Plan Investments celebrates 40 years of innovative investing with 40 acts of giving

Learn more

Jan 14 2021

Morningstar names Quantified STF Fund top-performing tactical-allocation fund in 2020

Learn more

Dec 8 2020

Investors support 143 charities through Flexible Plan Investments’ Principled Investing Give Back program

Learn more

Nov 16 2020

Advisors Preferred Quantified STF Fund Marks Five-Year Anniversary With AUM Growth, Performance

Learn more

Jun 19 2020

New strategy available on Fidelity 403(b) accounts

Learn more

Mar 27 2020

"ETF Field Guide" helps investors navigate the ETF jungle

Learn more

Jan 15 2020

Socially responsible and faith-based investing come together in new Quantified Common Ground Fund

Learn more

Dec 11 2019

Investors support 181 charities through Principled Investing Give Back program

Learn more

Oct 1 2019

New low-cost, turnkey strategies from Flexible Plan Investments

Learn more

Jun 7 2019

Flexible Plan Investments' QFC Strategies, finalist in WealthManagement.com 2019 Industry Awards

Learn more

Mar 13 2018

Quantified STF Fund receives Morningstar's top performing equity fund award

Learn more

Jan 31 2018

New low-cost, risk-managed solutions from Flexible Plan Investments

Learn more

Aug 8 2016

Flexible Plan Investments named finalist in WealthManagement.com 2016 Industry Awards

Learn more

Apr 28 2016

Proactive Advisor Magazine, active investment management’s weekly magazine for fee-based advisors, relaunches website designed for more reader engagement

Learn more

Feb 16 2016

First Gold Bullion Mutual Fund (QGLDX) Approaches 3-Year Anniversary; Fund Poised to Take Advantage of Changing Market Conditions

Learn more

Feb 8 2016

Flexible Plan Investments, Ltd. Adds Smart Beta ETF Solution to Its Investment Strategy Offerings

Learn more

Feb 1 2016

Flexible Plan Investments’ 35th Anniversary 35 Years of Preserving and Growing Wealth Through Risk Management

Learn more

Aug 26 2013

Flexible Plan Investments Launches The Quantified Funds Family

Learn more

Jun 11 2013

David Wismer joins Flexible Plan Investments, Ltd. as Director, Communications

Learn more

May 10 2013

Peter Mauthe joins Flexible Plan Investments, Ltd. as Vice President - Corporate Development

Learn more

Oct 13 2011

Flexible Plan Investments, Ltd. Announces Launch of Turnkey, Managed 401(k) Solution

Learn more

Media coverage

Gold Prices Hit by Renewed Bets on Higher Yields and Stronger Dollar WEBSITE
– The Wall Street Journal

Index Funds' Winning Streak Faces Risks In Retirement WEBSITE
– Investor's Business Daily

These Are The Ten Best Performing Tactical Allocation Funds WEBSITE
– MENAFN

Now's The Time To Better Position Your Portfolio WEBSITE
– Investor's Business Daily

Gold futures finish lower Friday, but post steepest weekly rise in 9 months WEBSITE
– MarketWatch

Interview with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards WEBSITE
– SMArtX Advisory Solutions

Top model portfolios and SMAs in 2022 WEBSITE
– InvestmentNews

Wealth Advisor interview with Jerry Wagner, Founder and President of Flexible Plan Investments WEBSITE
– The Wealth Advisor's 2022 Model Portfolio & SMA Strategists

Cybersecurity For Advisors: How To Prepare For Ransomware WEBSITE
– Financial Advisor Magazine

Gold ends with a slight gain, eases back after Federal Reserve policy statement and Powell comments WEBSITE
– MarketWatch

Meet the LUMINARIES Class of 2021 WEBSITE
– ThinkAdvisor

Gold posts biggest quarterly loss since 2016 WEBSITE
– MarketWatch

Gold futures up a second session, at highest in 2 weeks WEBSITE
– MarketWatch

Gold prices end below $1,700 as markets weigh hot February U.S. jobs report WEBSITE
– MarketWatch

Gold settles at lowest since June as ‘death cross’ chart pattern signals bearish trend WEBSITE
– MarketWatch

Silver Coin Dealers are Overwhelmed With Orders as Reddit Speculators Takes Aim WEBSITE
– TheStreet

Reddit Investors Piling Into Silver Drive Up Prices a Second Day WEBSITE
– Bloomberg

Gold Prices Started the Year on a Sour Note. Here’s Why Investors Might See a Turnaround. WEBSITE
– Barron’s

Gold settles with a loss in January, but upbeat outlook remains intact WEBSITE
– GoldWatch

Jason Teed has beaten 99% of his investor peers this year. He breaks down how his Morningstar gold-rated fund did it with a trend-following strategy, and shares his advice for navigating the stock market in 2021. PDF
– Business Insider
Advisors Preferred Webinar Series 'From Chaos Comes Opportunity' Presented Strategies For Advisors To Manage Market Risk website
– Advisors’ Preferred
“Smart Beta” ETFs Were All the Rage. Now Some Are Disappearing website
– Barron’s
Gold is still inching toward record high levels despite volatility website
- CNBC
A New All-Terrain Approach to a Core Strategy for Financial Advisors website
– ETF trends
How a one-man ETF shop attracted $1.2 billion in just eight months website
– Financial Post
Socially-Responsible Investing: Earn Better Returns From Good Companies website
– Forbes
Cyber adAPT Provides Integrated Security Platform to Flexible Plan Investments website
– Global Security Mag
The 7 Strongest Mutual Funds for Your 401k website
– Investor Place
Gold is still inching toward record high levels despite volatility website
– KNBR
Breaking the internet? More people at home leads to slower speeds, connection issues video
– NBC
An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict website
– RIA Biz
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing website
– ThinkAdvisor
OnTarget Investing: A Better Benchmark pdf
– Bloomberg Businessweek, Fortune & Money
Learning from a walk through the fund graveyard website
– Pensions & Investments
Strategic Diversification: Changing the Investment Game pdf
– Kiplinger’s Personal Finance
Strategic Diversification Can Help Protect Clients in All Types of Markets pdf
– Forbes
How RIAs Open Big Doors to Small Investors pdf
– Forbes
Are Investment Returns a Crazy Quilt pdf
– Financial Advisor Magazine
Rethink Risk pdf
– Financial Planning
Why Market Timing Works pdf
– Flexible Plan Investments, Ltd.

Press releases

Finding Winners in a Losing Market: Winnerslist.io Uncovers 40 Investment Strategies from 9 Asset Managers that Made Money this Year

Flexible Plan Quantified STF Fund recognized with the 2022 Refinitiv Lipper Fund award in the Flexible Portfolio Funds category

Flexible Plan Investments recognized as 2022 "Strategist of the Year" by SMArtX Advisory Solutions

Flexible Plan Investments named 2022 "Strategist of the year" finalist by SMArtX Advisory Solutions

Flexible Plan Investments' Principled Investing Give Back program celebrates 10 years with distributions to 110 charitable organizations

Flexible Plan Investments named one of Michigan's top workplaces of 2021

Regulatory compliance watch

Regulatory compliance watch

Flexible Plan Investments now offers its risk-managed strategies on the SMArtX TAMP

Advisors Preferred Announces AUM Reaches $3 Billion

Advisors Preferred Reports Record Growth With Five New Mutual Funds, Addition Of New Subadvisor

Flexible Plan Launches Three New Quantified Funds

Flexible Plan Quantified Funds Reach $1 Billion AUM

Flexible Plan Investments celebrates 40 years of innovative investing with 40 acts of giving

Morningstar names Quantified STF Fund top-performing tactical-allocation fund in 2020

Investors support 143 charities through Flexible Plan Investments’ Principled Investing Give Back program

Advisors Preferred Quantified STF Fund Marks Five-Year Anniversary With AUM Growth, Performance

New strategy available on Fidelity 403(b) accounts

"ETF Field Guide" helps investors navigate the ETF jungle

Socially responsible and faith-based investing come together in new Quantified Common Ground Fund

Investors support 181 charities through Principled Investing Give Back program

New low-cost, turnkey strategies from Flexible Plan Investments

Flexible Plan Investments' QFC Strategies, finalist in WealthManagement.com 2019 Industry Awards

Quantified STF Fund receives Morningstar's top performing equity fund award

New low-cost, risk-managed solutions from Flexible Plan Investments

Flexible Plan Investments named finalist in WealthManagement.com 2016 Industry Awards

Proactive Advisor Magazine, active investment management’s weekly magazine for fee-based advisors, relaunches website designed for more reader engagement

First Gold Bullion Mutual Fund (QGLDX) Approaches 3-Year Anniversary; Fund Poised to Take Advantage of Changing Market Conditions

Flexible Plan Investments, Ltd. Adds Smart Beta ETF Solution to Its Investment Strategy Offerings

Flexible Plan Investments’ 35th Anniversary 35 Years of Preserving and Growing Wealth Through Risk Management

Flexible Plan Investments Launches The Quantified Funds Family

David Wismer joins Flexible Plan Investments, Ltd. as Director, Communications

Peter Mauthe joins Flexible Plan Investments, Ltd. as Vice President - Corporate Development

Flexible Plan Investments, Ltd. Announces Launch of Turnkey, Managed 401(k) Solution

Media coverage

Gold Prices Hit by Renewed Bets on Higher Yields and Stronger Dollar WEBSITE

Index Funds' Winning Streak Faces Risks In Retirement WEBSITE

These Are The Ten Best Performing Tactical Allocation Funds WEBSITE

Now's The Time To Better Position Your Portfolio WEBSITE

Gold futures finish lower Friday, but post steepest weekly rise in 9 months WEBSITE

Interview with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards WEBSITE

Top model portfolios and SMAs in 2022 WEBSITE

Wealth Advisor interview with Jerry Wagner, Founder and President of Flexible Plan Investments WEBSITE

Cybersecurity For Advisors: How To Prepare For Ransomware WEBSITE

Gold ends with a slight gain, eases back after Federal Reserve policy statement and Powell comments WEBSITE

Meet the LUMINARIES Class of 2021 WEBSITE

Gold posts biggest quarterly loss since 2016 WEBSITE

Gold futures up a second session, at highest in 2 weeks WEBSITE

Gold prices end below $1,700 as markets weigh hot February U.S. jobs report WEBSITE

Gold settles at lowest since June as ‘death cross’ chart pattern signals bearish trend WEBSITE

Silver Coin Dealers are Overwhelmed With Orders as Reddit Speculators Takes Aim WEBSITE

Reddit Investors Piling Into Silver Drive Up Prices a Second Day WEBSITE

Gold Prices Started the Year on a Sour Note. Here’s Why Investors Might See a Turnaround. WEBSITE

Gold settles with a loss in January, but upbeat outlook remains intact WEBSITE

Jason Teed has beaten 99% of his investor peers this year. He breaks down how his Morningstar gold-rated fund did it with a trend-following strategy, and shares his advice for navigating the stock market in 2021. PDF

Advisors Preferred Webinar Series 'From Chaos Comes Opportunity' Presented Strategies For Advisors To Manage Market Risk website

“Smart Beta” ETFs Were All the Rage. Now Some Are Disappearing website

Gold is still inching toward record high levels despite volatility website

A New All-Terrain Approach to a Core Strategy for Financial Advisors website

How a one-man ETF shop attracted $1.2 billion in just eight months website

Socially-Responsible Investing: Earn Better Returns From Good Companies website

Cyber adAPT Provides Integrated Security Platform to Flexible Plan Investments website

The 7 Strongest Mutual Funds for Your 401k website

Gold is still inching toward record high levels despite volatility website

Breaking the internet? More people at home leads to slower speeds, connection issues video

An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict website

Beating Buy and Hold: A Thinking Man’s Guide to Market Timing website

OnTarget Investing: A Better Benchmark pdf

Learning from a walk through the fund graveyard website

Strategic Diversification: Changing the Investment Game pdf

Strategic Diversification Can Help Protect Clients in All Types of Markets pdf

How RIAs Open Big Doors to Small Investors pdf

Are Investment Returns a Crazy Quilt pdf

Rethink Risk pdf

Why Market Timing Works pdf

Stay on top of your business