4Thought Investing Resources

4Thought Investing Resources

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Financial News

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Case Study on Cash Flow Modeling for Retirement: The Impacts of Inflation, Taxes and Rate of Return

The CPE course will educate CPAs on integrating all aspects of cash flow planning for retirement.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Alternative Methods of Investing

The CPE course will educate CPAs on why a multiple-method investing approach makes the most sense for them and their clients.

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Financial News ,Financial Planning

The Different Types of Financial Planning Services

Financial planning services should provide purely concept-based (not product-based) solutions for your financial objectives, while plan implementation may use a variety of financial services and products, including both traditional products like stocks, bonds, mutual funds and insurance, and newer offerings such as ETFs, SMAs, and robo-advisors.

So what are financial planning services, anyway?

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Qualified Plans: Latest Trends, Pitfalls and Opportunities

CPAs can utilize qualified plans as an effective tax planning tool. Learn how to mitigate your clients' potential tax liabilities and help achieve their goals.

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Financial News ,Financial Advisor ,Diversified Investment Advisors ,Diversified Investment Advisor

How a Diversified Investment Advisor Can Help You

Diversified investment advisors can help implement financial plans utilizing a variety of financial vehicles and strategies to build wealth and achieve goals.

Most people  don’t go much further than investing in their 401(k) plan when it comes to financial planning and investing for retirement and other goals. But your planning and investing should not end at the 401(k) plan. A world of opportunity for diversification amongst investment vehicles, asset classes, and investing strategies awaits you outside your employer-sponsored plan. Taking advantage of this can potentially significantly improve your wealth accumulation over time.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: How to Improve an Investment Portfolio's Tax Efficiency

The CPE course will educate CPAs on what's behind the 1099s generated from their clients’ brokerage statements, and also provide answers about whether tax reductions can improve the net rate of return.
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Financial News ,Financial Advisor

Finding Your Financial Advisor

Finding the right financial advisor is critical to safeguarding a sound fiscal future and ensuring you achieve your financial goals.

A financial advisor is commonly seen as a finance professional who provides guidance and advice to clients regarding investments and how to best achieve their short- and long-term financial goals. But financial advisors may also offer a wider array of services, from investment planning and estate planning to business succession planning and group benefits, among many others.

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Financial News ,Performance

Weekly Portfolio Update - 9/5/2017

9/5/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 9/5/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

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Financial News ,Performance

Weekly Portfolio Update - 8/29/2017

8/29/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 8/29/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

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Financial News ,Performance

Weekly Portfolio Update - 8/22/2017

8/22/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 8/22/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

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