4Thought Investment Resources

4Thought Investment Resources

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Financial News

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Financial News ,Investment Strategy

Create a Systematic Investment Plan

Systematic investing is a simple and worry-free method of investing money. Learn more about what it entails.

It can be difficult navigating a path through the tricky waters of investing, and one of the many obstacles to success lies in knowing when the best opportunity presents itself to enter the market. Volatility and economic uncertainties can conspire to disrupt even the most carefully constructed plans, but there is an investing approach which overcomes this problem: systematic investing.

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Financial News ,Performance

Results Speak Louder than Words - First Quarter 2017

4Thought Financial Group’s separate account strategies are managed with repeatable algorithmic processes so they can be consistently competitive. Learn how we deliver results.

 

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Financial News ,Financial Planning

Comprehensive Financial Planning Explained

Comprehensive financial planning doesn’t have to be as intimidating as it sounds. Learn about different levels of what this can mean, and how it might benefit you.

Comprehensive Financial Planning – quite the austere topic. It sounds like a serious examination, or something painful. Comprehensive Financial Planning is a phrase your Investment or Financial Advisor may have thrown around at some point, or perhaps something you were told to think about. But don’t worry, it’s not as complicated as it sounds. It is a fancy way of saying, “Let’s go over your current finances and find out what areas we can help you improve on.” With that said, let’s break it down.  

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: 1099s and Brokerage Statements - The Real Story Behind the Numbers

This CPE course will educate CPAs on what to look for on 1099s and brokerage statements to help their clients lower costs and achieve their financial goals.

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Financial News ,Pro Tips

Asset Allocation Model Explained

An asset allocation model means that you’re dividing your wealth into various types of investments. Learn more about what this model entails.

A wealth of assets is the primary goal of almost everyone, from individuals to small businesses and large corporations. However, any financial advisor will tell you that it's never a good idea to invest all your money in one type of asset -- even cash. You've probably heard of asset allocation, and you may even have a general idea of what it means. But do you know how to make it work for your situation? This guide should help.

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Financial News ,Investment Strategy

Breaking Down Investment Advisor Fees

Investment advisor fees can be tricky to understand, and they also vary from advisor to advisor. Learn more about different fee types!

If you've started to dabble in the world of stocks and investments or are thinking about doing so in the near future, you'll want to have a better understanding of the various fees associated with working with an investment advisor. Of course, you're probably thinking that you can do without an investment advisor in order to avoid having to pay any fees, but even some of the savviest investors utilize an investment advisor.

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Financial News ,Investment Strategy

Liquid Alternative Investments Explained

Have you ever wondered about liquid alternative investments? Learn about their benefits and risks, and their role in an overall investment portfolio.

Traditionally, investors' portfolios consist primarily of stocks and bonds. Experts view these assets as the backbone of an investment portfolio, which have historically paid off over time.

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Financial News ,Investment Strategy

Unique Strategies for Savvy Affluent Investors

Affluent investors often have a unique approach to investing. Here are some strategies they can use to get the most out of their investing practices.

Affluent investors can use their significant financial resources to explore investments others can't. These can be unconventional or unusual assets that go beyond the normal mainstays of the investment world, or they may be new or unexpected strategies they use to manage their money.

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Financial News ,Financial Planning

Where to Get the Best Financial Guidance

When looking for the best financial guidance, it can be tricky to navigate through all the available resources. Here are some great ones to get you started.

Whether you're young or young at heart, it's never too early, or too late, to get your financial house in order. If you're not particularly educated about the intricacies of financial management, taking those first money-management steps can be daunting. Where should you go for accurate financial guidance you can trust? Here are some great sources to get you started.

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Financial News ,Financial Planning

Protect Yourself with Holistic Financial Planning

Learn more about the value of holistic financial planning and how you can potentially use it in your financial planning process.

You may have heard of holistic financial planning. As its name suggests, it is a method of financial planning that encompasses many different aspects of income and capital management, from planning for the education of your children, to saving and investing for retirement, to estate and business succession planning. According to Kiplinger research, holistic financial planning, and in particular in the area of investment, could net you 1.5 percent more in average annual returns.

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