4Thought Investing Resources

4Thought Investing Resources

Financial News Investment Strategy Personal Finance Business Finance For Professionals Compass and Crosshairs

Financial News

SUBSCRIBE

Subscribe for free tips and articles to help you lead a smarter financial life.

Recent Posts 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.

Read More

Financial News ,CPA Continuing Education ,Financial News

CPA Continuing Education Course: Pension Planning for 2018

Learn about optimizing retirement benefits and the ins and outs of qualified retirement plans, including optimal design, best practices, and compliance.

[fa icon="calendar'] Sep 24, 2018 10:09:11 AM / by 4Thought Financial

Read More

Financial News ,CPA Continuing Education

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

Learn how immediate, deferred, fixed and variable annuities are used as financial planning tools to help (or hinder) your clients, and obtain helpful guidance on related best practices.

[fa icon="calendar'] Sep 4, 2018 1:21:14 PM / by 4Thought Financial

Read More

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.

[fa icon="calendar'] Aug 7, 2018 9:46:00 AM / by 4Thought Financial

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.

Read More

Financial News ,CPA Continuing Education

CPA Continuing Education Course: Alternative Methods of Investing

Learn about the various Alternative Methods of Investing that professional investment managers may use to manage your clients' portfolios, including Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing.

[fa icon="calendar'] Aug 5, 2018 8:35:17 PM / by 4Thought Financial

Read More

Financial News ,Retirement ,Financial News

If Your Retirement Plan Is Out Of Date Or In Non‑Compliance, You Are At Risk.

Recent and anticipated changes to the U.S. Department of Labor’s Fiduciary Rule and potential new SEC rules may mandate new compliance requirements for retirement plan services sponsors and providers. If your retirement plan is out of date or in non-compliance, then you are at risk.

[fa icon="calendar'] Jul 16, 2018 11:05:00 AM / by 4Thought Financial

Saving enough money to live comfortably during retirement is a chief concern among countless Americans. For so many, retirement plan services provided by plan sponsor employers, unions, or other professional bodies maintain this critical financial lifeline, often via a 401(k).

Read More

Financial News ,CPA Continuing Education

CPA Continuing Education Course: Retainer Fee Wealth Management

Learn about Retainer Fee Wealth Management, a new way to deliver financial services that is more aligned with the business model and ethics of CPAs than traditional approaches.

[fa icon="calendar'] Jul 5, 2018 1:04:48 PM / by 4Thought Financial

Read More

Financial News ,Financial Planning ,Wealth Management ,Financial News

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

Partnering with a retainer fee-based financial planning and wealth management firm holds many significant benefits for CPAs interested in providing personal financial planning services to clients, among these: reducing or eliminating conflicts of interest, facilitating better adherence to regulatory compliance, and improving alignment of incentives with clients’ financial objectives. It may provide access to fresh, innovative ideas, cutting-edge solutions, and deliver additional value for clients, while your team can focus on its core business.

[fa icon="calendar'] Jun 6, 2018 5:09:24 PM / by 4Thought Financial

With tax season squarely in the rearview but for any lingering questions still circulating among clients regarding the recent federal tax overhaul’s exact ramifications on returns next year, now is the perfect time for CPAs to take stock of such concerns and inquiries, and assess their own individual places within the greater trajectory of the financial industry, overall.

Read More

Financial News ,CPA Continuing Education

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

Learn about the most important and influential concepts of investment portfolio management.

[fa icon="calendar'] May 17, 2018 7:07:00 AM / by 4Thought Financial

Read More

Financial News ,CPA Continuing Education

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

Learn how the new federal tax law will affect your clients' charitable planning.

[fa icon="calendar'] Apr 25, 2018 2:32:20 PM / by 4Thought Financial

Read More
All posts

Leave a Comment

Search 4tfg.com

  • There are no suggestions because the search field is empty.

Resource Topics

Financial News
Investment Strategy
Personal Finance
Business Finance
For Professionals
Frequently Asked Questions

Compass and Crosshairs

Recent Articles

Bear-Bull-Wolf-Eagle-Market-Icons
ABOUT 4THOUGHT
SERVICES
RESOURCES

About 4Thought

Investment Philosophy Management Team In the MediaContact

Services

Private Individual Investing SMAs for RIA /Institutional /Family Office Services for CPAs Retirement Plan Services Private Wealth Management

Resources

Financial News Investment Performance CPA Continuing Education Investing Questionnaire

The information provided by 4Thought is educational only and is not to be interpreted or construed as investment or tax advice.

© 2026 4Thought Financial Group Inc.

Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.

Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.

Form CRS, Firm Brochure (ADV Part2), Privacy Policy Notice, and Wrap Fee Program Brochure Disclosure BrokerCheck

Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at www.4tfg.com/performance-requests; or by phone at (516) 300-1617.
Disclaimer