Recent Posts 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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Financial News ,Market Perspective
4Thought’s Multi-Method Investing® Market Perspective 3-21-23
4Thought provides you with actionable investment analysis and perspective on the financial markets.
[fa icon="calendar'] Mar 21, 2023 1:08:26 PM / by 4Thought Financial
Financial News ,Accounts and Clients
Are Your Clients Paying Unnecessary Taxes On Their Investments?
Unnecessary taxes harming your clients' investment returns? A Registered Investment Adviser can help identify and solve the problem. Contact us today.
[fa icon="calendar'] Mar 10, 2023 3:49:00 PM / by 4Thought Financial
Are unnecessary taxes destroying your clients' investment portfolio returns? It’s often difficult to answer this question without an in-depth analysis of your client’s investment portfolio, and few CPAs are equipped with the time or resources to perform this function. This is where a fiduciary Registered Investment Adviser (RIA) firm can help.
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Financial News ,Accounts and Clients
Are Your Clients Still Using Expensive High-Tax Mutual Funds?
Upgrade client portfolios with tax-efficient exchange-traded funds. Learn more from 4Thought Financial Group. Contact us now.
[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:
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