4Thought Investing Resources

4Thought Investing Resources

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Financial News

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Financial News ,Financial Planning ,wealth management

The Importance of Retainer Fee-Based Financial Planning & Wealth Management

Retainer fee-based financial planning holds significantly more benefits for advisors and investors concerned about navigating recent industry changes than the traditional commission-based model. Here are several reasons why you should consider making the switch today.

Recent, sweeping tax reform. Uncertainty about the U.S. Department of Labor’s recently enacted—(Or was it?)—Fiduciary Rule. The current turbulence defining the stock market, and ever-evolving capabilities of automation.

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Financial News ,Performance

Weekly Portfolio Update - 2/13/2018

2/13/2018 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 2/13/2018 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. 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 ,CPA Continuing Education

CPA Continuing Education Course: Tax Reform and Estate Planning

Learn how the recent federal tax law changes will affect your clients' estate planning.

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Financial News ,Financial Planning ,wealth management

Longevity & Wealth Management

Resurgence in the quest to unlock the secrets of longevity presents significant implications for sound financial planning and wealth management strategies.

Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Investment Portfolio Tax Efficiency

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

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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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