Weekly strategy performance

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We’re excited to introduce FlexPlan Strategic, a professionally managed investment strategy designed for workplace retirement accounts with a self-directed brokerage account (SDBA) option. If your retirement plan allows for an SDBA, this strategy can provide institutional-grade investing, active risk management, and broad diversification—helping you stay on track toward your financial goals. To learn more about this new investment option and how it might fit your financial goals, contact your financial adviser today.

With tax season top of mind, investors may be looking for the most beneficial—and tax-efficient—ways to make their charitable donations. FPI Charitable, our donor-advised fund program, offers investors a tax-smart way to support their favorite philanthropic causes. Investors can access tax benefits now, maximize the potential of their giving account over time using Flexible Plan Investments’ risk-managed investment solutions, and build a legacy that supports the charities of their choosing for years to come. For more information, visit https://flexibleplan.com/our-solutions/donor-advised-funds.