Recent Posts by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 5-15-25
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] May 15, 2025 5:30:48 PM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 3-5-24
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] Mar 5, 2024 8:24:56 AM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 1-23-24
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] Jan 23, 2024 2:10:56 PM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 12-12-23
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] Dec 12, 2023 2:57:01 PM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 10-31-23
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] Oct 31, 2023 9:32:59 AM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 7-11-23
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] Jul 11, 2023 8:22:11 AM / by 4Thought Financial
Financial News ,Accounts and Clients
Need To Offer Your Clients Investment Advice So You Can Compete With Other CPAs?
Expand your CPA practice's service offerings with investment advisory and financial planning. Partner with us to receive referral compensation.
[fa icon="calendar'] Jun 2, 2023 3:56:00 PM / by 4Thought Financial
Whether you’re aware of it or not, many of your competitors in the CPA tax practice marketplace have built an investment advisory services and financial planning profit center into their business to try to out-compete you by providing a wider array of services to clients under a single coordinated roof. While some larger firms have chosen to build this out in-house, for a smaller firm or sole practitioner with less resources and time it can be difficult or near impossible to even consider this. But there is a solution that can allow you to both compete with the bigger firms for new clients and “close your back door” to prevent existing clients from leaving:
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Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 5-30-23
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] May 30, 2023 12:55:04 PM / by 4Thought Financial
Financial News ,Accounts and Clients
Concerned About The Service Quality Of Your Clients' Financial Services "Professionals"?
Concerned about poor service quality from financial services providers? Consider these key indicators and contact 4Thought Financial Group for solutions.
[fa icon="calendar'] May 5, 2023 3:55:00 PM / by 4Thought Financial
If you’ve heard your accounting practice clients gripe about the service quality of their financial services “professionals”, this is a clear indication of a service provider that requires some oversight. But that shouldn’t be something you need to spend time on. While for decades poor service quality has been thoroughly documented as one of the biggest complaints from clientele about their financial planning, investment, and insurance professionals, a vocalized complaint is not the only indicator of potential poor service quality.
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Financial News ,Accounts and Clients
Concerned About The Effect Of Rate Rises On Your Clients’ Bond Mutual Funds?
Invest in Target Date Bond ETFs for diversified fixed-income portfolios with the ability to hold to maturity. Contact 4Thought Financial Group
[fa icon="calendar'] Apr 7, 2023 3:54:00 PM / by 4Thought Financial
If your clients are like most investors, they probably get their bond market exposures one of two ways: either through bond mutual funds (for lower levels of investable assets) or through individual securities (for higher levels of investable assets). There are plusses and minuses to both of these types of exposure. Consider the following:
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