4Thought Investing Resources

4Thought Investing Resources

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Financial News

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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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Financial News ,Performance

Results Speak Louder than Words - Second 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.

4Thought Separate Accounts rank in top 25% for 10 out of 16 strategies offered (As of 6/30/17)

 

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Financial News ,Performance

Weekly Portfolio Update - 8/15/2017

8/15/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 8/15/2017 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 ,CPA Continuing Education

CPA Continuing Education Course: Estate Planning and Tax Reform

The CPE course will educate CPAs on the common problems caused by not updating an estate plan, as well as potential opportunities available before a change in the estate tax law takes effect.

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Financial News ,Performance

Weekly Portfolio Update - 8/8/2017

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

This notification for the week of 8/8/2017 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 - 8/1/2017

8/1/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 8/1/2017 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 - 7/25/2017

7/25/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 7/25/2017 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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