Weekly Strategy PERFORMANCE

In today’s market environment, how do retirees or those preparing for retirement need to think about active and passive index funds, particularly when it comes to managing market risk and limiting losses? Find out FPI President Jerry Wagner’s view on the role active management should play for investors, especially retirees, in this recent article from Investor’s Business Daily: https://www.investors.com/etfs-and-funds/retirement/index-funds-winning-streak-faces-risks-in-retirement/.

Our office will be closed on Monday, May 30, in observance of the Memorial Day holiday and market closure. Clients can log in to www.ontargetinvesting.com at any time to access daily account information, quarterly statements, and more. Regular office hours will resume on Tuesday, May 31, along with the Weekly Update.

To thank Flexible Plan employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from June 3 through September 30 to allow our staff to enjoy more of Michigan’s great summer.

Form 5498 for the tax year 2021 will be mailed and available online to account owners no later than May 31, 2022. If there are no 2021 contributions or other reportable activity in an account, account owners will not receive a 2021 Form 5498. The 2021 Fair Market Value reported on the year-end statement will be provided to the IRS. Please contact our Client Services department with any questions.

We are pleased to announce the promotion of the following members of the Flexible Plan Investments (FPI) family to our executive team:

• Michelle Higgins: Chief Operating Officer
• Rukshan Fernando: Chief Financial Officer
• Sean Burke: Chief Legal Counsel

These promotions recognize the contributions Michelle, Rukshan, and Sean have made to FPI and are effective on May 1, 2022. Please join us in congratulating our new executives as they take on their new responsibilities.

Flexible Plan Investments was named to The Wealth Advisor’s Gold Metal list of profitable strategists in 2022. In a very difficult year for financial markets, only nine money managers made the list. For more information, visit https://lp.thewealthadvisor.com/MPSS_GOLD_MEDALISTS.html. 

Axos Adviser Services has started to request a statement on incoming account transfers. Statements should be dated within the last 90 days. This will help expedite the account transfer process.

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