4Thought Investing Resources

4Thought Investing Resources

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Investment Portfolio Tax Efficiency

Learn both basic and advanced techniques for tax-optimizing an investment portfolio.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Life Insurance as a Tool of Financial Planning

Learn about the multiple applications of life insurance for individuals and business owners.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Alternative Methods of Investing

Learn about Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing, along with the market environments in which they tend to best perform.

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Financial News ,Personal Investing ,Investment Strategy ,Financial Advisor ,Wealth Management ,Financial News

Dispelling Frequently Cited Misconceptions About Retainer Fee-Based Financial Planning & Wealth Management

From inaccuracies about cost and need to false expectations regarding contract obligations and services, this explainer dispels many of the common and frequently cited misconceptions about retainer fee-based financial planning and wealth management.

Retainer fee-based financial planning and wealth management services administered by trusted fiduciaries who act on your behalf can be instrumental in helping you achieve your lifelong financial goals. This includes developing a financial plan most aligned with your objectives, constantly revisiting and adjusting this so-called “fiscal roadmap” or “blueprint” in response to life events to ensure you remain on track, and providing insightful guidance to help navigate the various stages of your personal and professional life.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs

Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates.

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Financial News ,Investment Strategy ,Financial Advisor ,Financial News

‘AdvisorNews’ Spotlights 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis

Popular trade publication features insights from wealth management firm’s CIO and ‘Bear, Bull, Wolf & Eagle’ analysis at the center of its Multi-Method Investing strategy.

4Thought Financial Group is proud to announce the award-winning financial industry trade magazine and news site AdvisorNews has recently published an interview with its chief investment officer Jesse Mackey highlighting the New York-based financial planning and wealth management firm’s “Bear, Bull, Wolf & Eagle” analysis redefining traditional market cycles. 

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: The New Rules of Retirement (Social Security, Medicare & Long-Term Care)

Learn about recent policy changes and several key components of effective retirement planning, including Social Security, Medicare and Long-Term Care.

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Financial News ,Investment Strategy ,Financial Advisor ,Financial News

‘Journal of Financial Planning’ Features 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis & Market Cycles Redefinition

Wealth management firm’s CIO outlines ‘Bear, Bull, Wolf & Eagle’ analysis at the heart of its Multi-Method Investing strategy in award-winning publication.

4Thought Financial Group proudly announces the publication of an investment management column by its chief investment officer Jesse Mackey in the June print, online and mobile editions of the award-winning, peer-reviewed Journal of Financial Planning.

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Financial News ,Investment Strategy ,Financial Advisor ,Financial News

Managing Expectations: Income Investors Often Take Investment Results Out of Context

Comparing the S&P 500 to a diversified investment portfolio designed to generate monthly income is an apples-to-oranges analogy. Here's why.

When a client and I first meet, we prepare a financial plan. Within the plan, we assess cash flow needs and determine how much the portfolio must generate in order to make up any monthly income shortfall, and thereby provide for the client’s lifestyle. By figuring out what the shortfall is, we can determine how to position the investments and other income sources.

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Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Estate Planning: Wills, Living Trusts & Testamentary Trusts

Learn diverse estate planning techniques within the context of comprehensive financial planning, including the usage of wills, trust types and other tools.
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