4Thought Investing Resources

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Wealth Management FAQs

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FAQs , Financial Planning , Wealth Management , Accounts and Clients

How does tax loss harvesting work for 4Thought’s portfolios?

For taxable accounts, the use of tax loss harvesting to attempt to minimize tax liabilities without hampering returns can be done in two ways through 4Thought: Intra-account harvesting and Inter-account harvesting.
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FAQs , Financial Planning , Wealth Management

Do I need life insurance?

Is there anyone that you provide financial support for? Are you potentially subject to estate taxes? Do you have concerns about the continuity of a business you’ve worked hard to build? For these and other reasons, life insurance could be a vital part of your overall financial plan – but it’s not necessary for everyone.
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FAQs , Wealth Management

What is a Trust and do I need one?

A Trust is a legal entity created by a document that explains its purpose, the parties involved, and its terms. There are many types of trust, and each has its own set of legal rules of operation.
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FAQs , Financial Planning , Wealth Management

What is the difference between financial planning and wealth management?

Financial planning is a component of wealth management, which is generally more comprehensive in scope.
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