Recent Posts by 4Thought Financial
Financial News ,Accounts and Clients
Are Your Clients Paying Unnecessary Taxes On Their Investments?
[fa icon="calendar'] Mar 10, 2023 3:49:00 PM / by 4Thought Financial
Financial News ,Accounts and Clients
Are Your Clients Still Using Expensive High-Tax Mutual Funds?
[fa icon="calendar'] Feb 3, 2023 3:48:00 PM / by 4Thought Financial
If when you look at your clients’ investment portfolio statements or 1099’s during tax season you see a series of five-digit ticker symbols (usually indicating an open-end mutual fund), you should stop what you’re doing and make a note to have a follow up conversation with that client. During the last two decades there have been monumental advances in the investment management industry in terms of investment advisory technology and fund expense reduction. If your clients and their financial advisors are still constructing the bulk of a portfolio using traditional open-end actively management mutual funds, then this is an indication that they have not kept up with these advancements (to their own financial detriment). You can help them get out of this quagmire. Consider the following:
Financial News ,Accounts and Clients
Are High Fees Destroying Your Clients' Investment Portfolio Returns?
[fa icon="calendar'] Jan 6, 2023 3:47:00 PM / by 4Thought Financial
If your accounting practice clients are concerned that they’re paying too much in investment advisory fees and other portfolio expenses, then they aren’t alone. Despite a rapid reduction in the overall level of investment advisory fees levied on investor accounts and funds during the last decade, there’s still a very large component of the investor population who are stuck with an old-guard advisor or firm that has not kept pace with technological and economy-of-scale advancements in the industry. These people continue to (often unwittingly) suffer the consequences of middling returns due to endless overpayment for investment advice. Consider the following as they apply to your clients:
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 12-13-22
[fa icon="calendar'] Dec 13, 2022 1:35:32 PM / by 4Thought Financial
Financial News ,Accounts and Clients
Want To Get Paid For Referrals To An Investment Advisor?
[fa icon="calendar'] Dec 9, 2022 3:46:00 PM / by 4Thought Financial
Financial News ,Accounts and Clients
Are Your Clients' Portfolios Really Being Managed To A Fiduciary Standard?
[fa icon="calendar'] Nov 4, 2022 3:58:00 PM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 10-11-22
[fa icon="calendar'] Oct 11, 2022 8:59:44 AM / by 4Thought Financial
Financial News ,Accounts and Clients
Want Your Clients To Capitalize On Market Volatility Instead Of Being Victims Of It?
[fa icon="calendar'] Oct 7, 2022 3:50:00 PM / by 4Thought Financial
Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 9-20-22
[fa icon="calendar'] Sep 20, 2022 9:16:42 AM / by 4Thought Financial
Financial News ,Accounts and Clients
Are Your Clients' Portfolios Appropriately Allocated And Diversified?
[fa icon="calendar'] Sep 9, 2022 3:52:00 PM / by 4Thought Financial
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