Flexible Plan Investments, Ltd.

The Quantified STF Fund (QSTFX) tops Morningstar category for the fourth time in eight years 🎉

The "Trump market" is here. Are you ready? Join us for the next Market Leaders webinar on Thursday, January 30, at 12 p.m. EST, where we'll discuss what these shifts could mean for portfolios and how to adapt your investment strategy for success. Presented by Market Leaders product specialist Trent Schield Register now: https://lnkd.in/efUqR7Uq

Market uncertainty can feel exactly like looking through a frosted window. When volatility strikes or news headlines scream doom and gloom, your financial future may appear blurry and hard to interpret. The world outside your portfolio hasn’t fundamentally changed, but your perception of it has. In these moments of uncertainty, many investors make the mistake of reacting to the frost instead of taking a moment to clear the glass. #markets #riskmanagement #activemanagement #behavorialfinance

What a year for the markets. The S&P 500 finished up more than 20%—something we’ve only seen four times since 1900. The fourth quarter stood out, with stocks hitting new highs thanks to strong company earnings, Federal Reserve rate cuts, and cooling inflation. The post-election rally gave us an extra boost as well. Looking at market sectors, three groups led the pack: Consumer Discretionary, Communication Services, and Financial stocks. #Q4 #recap #markets #investing

Is your portfolio ready for the "Trump market"? Join us on Thursday, January 30th, for an exclusive webinar to learn how tax reform, tariffs, and energy policies impact your investments. - Key insights from Trent Schield, co-author of Dow 85000, Aim Higher - Learn how to adapt your strategy for success in today’s market Reserve your spot now! #investing #taxreform #trump #tariffs

They say New Year’s resolutions are meant to be broken. By now, some readers of this article may already feel frustrated by their inability to follow through on some of their well-intentioned resolutions for 2025—if they made them at all. According to research conducted by research firm YouGov: •  Only 31% of Americans plan to make New Year’s resolutions or set goals for 2025. •  58% of adults under 30 plan to make resolutions, while only 24% of older Americans say they will do so. Just 14% of adults 65 and older say they intend to make resolutions. #goalbasedinvesting #investing

Stocks struggled last week and are down for the year. The S&P 500 lost 1.92%, the NASDAQ dropped 2.34%, the Dow Jones Industrial Average fell 1.83%, and the Russell 2000 declined by 3.49%. Bond prices struggled as the 10-year Treasury yield rose from 4.60% to 4.76%. Gold was a shining spot for the week, adding 1.88%. #MarketUpdate #StockMarket #Investing #NASDAQ #DowJones

Congratulations to Jennifer Thompson on an incredible 20 years with us at Flexible Plan Investments! 🎉 Your dedication, commitment, and passion have made a lasting impact on the team and the success of our company. Thank you for everything you do—your contributions truly make a difference. Let’s all join together in celebrating Jennifer and her amazing journey with Flexible Plan Investments! 💙 #WorkAnniversary #TeamFPI #ExcellenceInAction #FlexiblePlanInvestments

Commodity trading advisors (CTAs) might sound unfamiliar, but don’t let that scare you off from taking advantage of their benefits. CTAs are professional money managers who use data-driven strategies to trade futures contracts across asset classes such as stocks, bonds, commodities, and currencies. What makes CTAs unique is their flexibility. Unlike traditional investments that rely on market growth, CTAs can go long (profiting when prices rise) or short (profiting when prices fall). This adaptability allows them to respond to changing market conditions, making them a valuable tool for diversification and risk management. #CTA #commodities #investing #managedfutures #diversification

It's that time of the quarter again - we're launching our Winter Project Lab! ❄️   We're fortunate to collaborate with such a distinguished group of employer sponsors, providing our students with hands-on quantitative research opportunities this quarter. A special thank you to the exceptional FinMath alumni leading many of these projects!   We look forward to working with 7 Chord Inc, Bodhi Research Group, Cumberland Labs, Daiwa Securities Capital Markets, Eckhardt Trading Company, Exponential Technologies, Flexible Plan Investments, Ltd., Gelber Group LLC, Headlands Technologies LLC, Low Tide Capital Management, Mizuho, Northern Trust, Numeraxial LLC, Principal Asset Management, and OCC   If you are an employer interested in getting involved with Project Lab in future quarters, please contact Claire Girardeau