4Thought Investing Resources

4Thought Investing Resources

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Opportunity Knocks for Investors in 2020 ... still!

CPA Continuing Education Course: Qualified Retirement Plan Updates

4Thought’s Weekly Market Perspective: 8/4/2020

4Thought’s Weekly Market Perspective: 7/28/2020

4Thought’s Weekly Market Perspective: 7/21/2020

4Thought’s Opportunistic Systematic Investing Strategy

4Thought’s Weekly Market Perspective: 7/14/2020

4Thought’s Weekly Market Perspective: 7/7/2020

Opportunity Knocks! ... for investors

CPA Continuing Education Course: Special Needs Planning

4Thought’s Weekly Market Perspective: 6/30/2020

4Thought’s Weekly Market Perspective: 6/23/2020

4Thought’s Weekly Market Perspective: 6/16/2020

4Thought’s Weekly Market Perspective: 6/9/2020

CPA Continuing Education Course: Social Security & Medicare

Opportunity Knocks!

4Thought’s Weekly Market Perspective: 6/2/2020

Opportunity Knocks! (for Investors)

4Thought’s Weekly Market Perspective: 5/26/2020

4Thought’s Weekly Market Perspective: 5/19/2020

4Thought’s Weekly Market Perspective: 5/12/2020

CPA Continuing Education Course: Intergenerational Planning

4Thought’s Weekly Market Perspective: 5/5/2020

4Thought’s Weekly Market Perspective: 4/28/2020

4Thought’s Weekly Market Perspective: 4/21/2020

CPA Continuing Education Course: Review of Legislative Updates Under The CARES Act

CPA Continuing Education Course: The SECURE Act

CPA Continuing Education Course: Business Succession: Buy-Sell Agreements

CPA Continuing Education Course: Investment Portfolio Tax Efficiency

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

CPA Continuing Education Course: Alternative Methods of Investing

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

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

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

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

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

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

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

The Importance of an Investment Portfolio Second Opinion/Review

Bear, Bull, Wolf & Eagle: The Markets Reimagined & Redefined

How Can I Reduce Estate Taxes? The Irrevocable Living Trust

CPA Continuing Education Course: Retainer Fee Wealth Management

Long-Term Care Insurance vs. Hybrid Life/LTC Insurance Policies

Can Retainer Fee-Based Financial Planning & Wealth Management Help Couples Address Money-Related Relationship Problems?

April 1 IRA Required Minimum Distribution (RMD) Start Date: What You Need to Know

What Accountants Should Know About Their Clients' Financial Advisors

How Can I Avoid the Probate Process? The Revocable Living Trust.

What Is the Best Way to Transfer Ownership of a Business?

How Can a High Earner Reduce Current Income Taxes? Through a Non-Qualified Deferred Compensation Plan.

'How Can I Make Gifts Without Paying Taxes?' & Other Gift Tax-Related Questions Answered

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

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

Charitable Giving Ideas to Benefit Those in Need & Your Family

CPA Continuing Education Course: Helping Clients With Elderly Parents

4Thought Financial Group Wealth Management & Investment Methodology Overview

What Is the Best Way to Buy Bonds?

CPA Continuing Education Course: Pension Planning for 2018

CPA Continuing Education Course: Annuities as a Tool of Financial Planning

Why Should I Use Retainer Fee Wealth Management? Here's a Pricing Model Breakdown

Finding Your Financial Advisor

CPA Continuing Education Course: Alternative Methods of Investing

If Your Retirement Plan Is Out Of Date Or In Non‑Compliance, You Are At Risk.

CPA Continuing Education Course: Retainer Fee Wealth Management

Why CPAs Should Partner with a Retainer Fee-Based Financial Planning & Wealth Management Firm—Now

CPA Continuing Education Course: Investment Portfolio Theory (Basic Through Advanced)

CPA Continuing Education Course: Charitable Planning Under the New Tax Law

What is Tax Loss Harvesting?

“Conducting” the tax strategy of your clients

Harnessing the Raw Power of Systematic Investing

How Can CPAs Mitigate Their Client's Risk? Ask “How Does This Tie In With the Rest of Your Finances?"

Weekly Portfolio Update - 2/13/2018

CPA Continuing Education Course: Tax Reform and Estate Planning

Longevity & Wealth Management

CPA Continuing Education Course: Investment Portfolio Tax Efficiency

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

CPA Continuing Education Course: Alternative Methods of Investing

The Different Types of Financial Planning Services

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

How a Diversified Investment Advisor Can Help You

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

Weekly Portfolio Update - 9/5/2017

Weekly Portfolio Update - 8/29/2017

Weekly Portfolio Update - 8/22/2017

Results Speak Louder than Words - Second Quarter 2017

Weekly Portfolio Update - 8/15/2017

CPA Continuing Education Course: Estate Planning and Tax Reform

Weekly Portfolio Update - 8/8/2017

Weekly Portfolio Update - 8/1/2017

Weekly Portfolio Update - 7/25/2017

CPA Continuing Education Course: Business Succession Planning for Privately Held Businesses

Weekly Portfolio Update - 7/18/2017

Weekly Portfolio Update - 7/11/2017

The Importance of CPA Continuing Education

Weekly Portfolio Update - 7/3/2017

Investing for Beginners

Weekly Portfolio Update - 6/27/2017

What Is Fiduciary Rule?

Alternative Investment Strategies

CPA Continuing Education Course: Tax Traps and Opportunities with Life Insurance

Do You Have a Personal Financial Plan?

Create a Systematic Investment Plan

Results Speak Louder than Words - First Quarter 2017

Comprehensive Financial Planning Explained

CPA Continuing Education Course: 1099s and Brokerage Statements - The Real Story Behind the Numbers

Asset Allocation Model Explained

Breaking Down Investment Advisor Fees

Liquid Alternative Investments Explained

Unique Strategies for Savvy Affluent Investors

Where to Get the Best Financial Guidance

Protect Yourself with Holistic Financial Planning

How to Determine Your Financial Planning Goals

The Case for Generating Positive Results with Multi-Method Investing

Consolidate Your Retirement Assets, Retire Comfortably

How a Solid Investment Methodology Helps Achieve Goals and Gains

How Multi-Method Investing Mitigates Market Volatility

4Thought Takes #1 Out of 407 Investment Managers

4Thought Chief Investment Officer Jesse Mackey featured in FREE Magazine

Results Speak Louder than Words - Fourth Quarter 2016

Reduce Risk in Market Downturns with Exposure to Alternative Assets

Why Sharing Investment Information with CPAs Matters

Don't Jeopardize Your Retirement. A 401k Rollover is Easier than Ever

Investing for Retirement in Every Market Condition

Should Diversification Come at a Cost?

Investment Alternatives to 529 Plans

401k Rollover Today, Comfortable Retirement Tomorrow

Investing For Retirement Should Not Cost Your Retirement

Gathering Investment Information is Often Part of a CPA’s Fiduciary Duty

CPA Continuing Education Courses: Update on Qualified Plans as a Tax Planning Tool

4Thought Takes #1 Out of 428 Investment Managers

Results Speak Louder than Words - Third Quarter 2016

Generating Positive Investment Results in Multiple Market Conditions

Liquid Transparent Alternatives to Hedge Funds and Private Equity

Results Speak Louder than Words - Second Quarter 2016

Systematic Investing Specialization: The 4Thought Difference

How Can CPAs Help Optimize Conservation of Capital? “Embrace the Next Generation”

Embrace Technology & Methodology Together To Optimize Conservation of Capital

Utilize SMAs with Unique Investment Strategies to Mitigate Your Client's Risk

Have A Difficult Conversation Now to Optimize Transfer of Wealth

Identify Unique Goals and Strategies to Optimize Transfer of Wealth

Diversify The Tax Harvest To Simplify Asset Allocation

Plan Along With Planning Needs To Minimize Retirement Liabilities

Why Use Exchange Traded Funds in Portfolio Management

Is The New Institutional Absolute Return Style of Investment Management Available for the Everyday Investor?

Making Difficult Conversations Easier

Human vs. Robot: Winner Take All?

The Full-Time Endeavor of Managing & Researching Investments

Unique Goals, Unique Strategies

Versatile ETFs are Utilized in Many Portfolio Management Methodologies

Grow Assets by Retaining Them: Part I

Grow Assets by Retaining Them: Part III

Grow Assets by Retaining Them: Part II

Mind of the Swarm: Subjective Rationalism

The Tactical Asset Allocation Decision Using Efficient Historical Mean Reversion

The Water Balloon Model of Financial System Risk

Global Development Systems Part II: Portfolio Modeling and Client Account Management

Global Development Systems Part I: Portfolio Theory and Philosophy

Rethinking Modern Portfolio Theory: Understanding and Applying Multi-Contingency Investing

Rethinking Modern Portfolio Theory: Strategic vs. Tactical Asset Allocation

Rethinking Modern Portfolio Theory: Multi-Contingency Investing

Ensure Objectivity in Financial Planning for your Clients by Examining the Organizational Structure of your Planning Firm

Ten Investment Planning and Portfolio Management Lessons Learned from the Financial Crisis

Ultra-Conservative Investment Strategies: Seeking Capital Preservation through the Financial Crisis

The Modern Portfolio Theory Nightmare: When Negatively Correlated Assets Become Correlated

Investment Planning: More than Simple Money Manager Selection

Substantial Tax Deduction Opportunities for Business Owner Clientele: Captive Insurance Companies

Advisor Action Plan: Financial Crisis Management for Investment Advisors During Extreme Market Volatility

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