4Thought Financial Group proudly announces the publication of an investment management column by its chief investment officer Jesse Mackey in the June print, online and mobile editions of the award-winning, peer-reviewed Journal of Financial Planning.
Recent Posts by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
‘Journal of Financial Planning’ Features 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis & Market Cycles Redefinition
Wealth management firm’s CIO outlines ‘Bear, Bull, Wolf & Eagle’ analysis at the heart of its Multi-Method Investing strategy in award-winning publication.
[fa icon="calendar'] Jun 7, 2019 1:29:15 PM / by 4Thought Financial
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Estate Planning: Wills, Living Trusts & Testamentary Trusts
Learn diverse estate planning techniques within the context of comprehensive financial planning, including the usage of wills, trust types and other tools.
[fa icon="calendar'] May 30, 2019 10:28:50 AM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
The Importance of an Investment Portfolio Second Opinion/Review
A second opinion on you or your clients’ investment portfolio by an independent fiduciary can help ensure the most effective strategies are being employed toward achieving financial goals.
[fa icon="calendar'] May 20, 2019 11:53:18 AM / by 4Thought Financial
When you’re sick, you visit a doctor. If your ailment persists or you’re told you need a more serious remedy, such as surgery, you get a second opinion from another.
Even when you’re feeling well, you still schedule a routine checkup.
Why? Because when it comes to your health, you don’t mess around. You want to ensure you’ve been diagnosed properly and are receiving the most effective treatment possible to achieve optimal health.
Your financial health and well-being may also benefit from a periodic wellness check, or second opinion, every so often.
Financial News ,Investment Strategy ,Financial News
Bear, Bull, Wolf & Eagle: The Markets Reimagined & Redefined
4Thought Financial Group breaks down the two main traditional markets into four, creating a more comprehensive approach to investment management called ‘Multi-Method Investing’ based upon a reassessment of the past 68 years of S&P 500 price history.
[fa icon="calendar'] May 10, 2019 12:47:00 PM / by 4Thought Financial
Every investor knows there are two primary financial markets, so-called “Bear” and “Bull,” and that historically, these alternate—the former characterized generally by falling prices; the latter by rising prices.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Retainer Fee Wealth Management
Retainer fee-based financial planning and wealth management is a new service being offered to your clients. Learn about it here.
[fa icon="calendar'] Apr 19, 2019 10:41:53 AM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
Can Retainer Fee-Based Financial Planning & Wealth Management Help Couples Address Money-Related Relationship Problems?
Yes, retainer fee-based financial planning and wealth management can help set couples—or anyone for that matter—on a clearer path toward achieving their lifelong goals.
[fa icon="calendar'] Mar 21, 2019 10:25:13 AM / by 4Thought Financial
It’s well established that finances and money-related matters can be a prime source of disharmony within a marriage or relationship.
Understandably so. Between rent or mortgage payments, property taxes, car and health insurance, utilities and entertainment costs, retirement and/or college savings, and the daily necessary living expenses associated with home ownership, transportation, and/or children, it can add up.
And these are just a brief rundown of some of the known expenses; unaccounted for are those unexpected costs that inevitably arise throughout the course of life.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Life Insurance as a Tool of Financial Planning
Learn about the multiple applications of life insurance for individuals and business owners.
[fa icon="calendar'] Nov 29, 2018 12:12:14 PM / by 4Thought Financial
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.
[fa icon="calendar'] Nov 14, 2018 10:30:00 AM / by 4Thought Financial
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.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Helping Clients With Elderly Parents
Learn how to help your accounting clients with the tax, financial planning, and family issues associated with their aging parents.
[fa icon="calendar'] Nov 1, 2018 6:39:32 PM / by 4Thought Financial
Financial News ,Financial Planning ,Wealth Management ,Financial News
4Thought Financial Group Wealth Management & Investment Methodology Overview
In this educational introductory video, 4Thought Financial Group's executive team, Jesse Mackey, Brian Mackey, and Martin Levine, provide an overview of the firm's unique wealth management and investment methodology, and other characteristics that set it apart from the rest of the pack.
[fa icon="calendar'] Oct 30, 2018 12:17:41 PM / by 4Thought Financial
4Thought Financial Group is a level-fee fiduciary Registered Investment Advisor providing coordinated wealth management and financial planning services, involving four different areas: Investment Planning, Estate Planning, Fringe Benefits Planning, and Business Succession Planning. 4Thought Financial Group specializes in utilizing a unique strategic approach to achieve clients' financial goals, leveraging Multi-Method Investing®, technology-driven quantitative analysis, and traditional financial planning services to redefine the traditional investing model.
4Thought Financial Group's executive team, Chief Investment Officer Jesse Mackey, Chief Executive Officer Brian Mackey, and Chief Financial Officer Martin Levine, outline the firm's unique wealth management and investment methodology, and other characteristics that set it apart from the rest of the pack, in this introductory video, with a transcription provided below.
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