Jerry Wagner is president, founder and chief investment officer of Flexible Plan, a turnkey asset management program (TAMP) with more than $1.5 billion invested in its separately managed accounts. He ...
This article first appeared in the December issue of REP. magazine and on WealthManagement.com. Compounding is a wonderful thing. But only if you’re a saver. It’s a mixed bag if you’re an investor, ...
In a time of prolonged market volatility, the SEC has announced that it is giving the green light to funds that utilize derivatives to take a leveraged or inverse position on single securities as the ...
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