Clients want to utilize their wealth to meet unique goals that they have. Charitable gifting, leaving assets to family members or even having enough for one last hurrah with friends requires a unique investment strategy for unique goals.
Recent Posts by 4Thought Financial
Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips
Identify Unique Goals and Strategies to Optimize Transfer of Wealth
Financial advisors must identify unique strategies and goals for their clients' wealth and the wealth of their heirs in order to drive their success.
[fa icon="calendar'] Jun 16, 2016 10:56:09 AM / by 4Thought Financial
Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips
Diversify The Tax Harvest To Simplify Asset Allocation
Diversification enhances tax harvesting for CPAs by providing a wider selection of investments to harvest while providing diversification to mitigate risk.
[fa icon="calendar'] Jun 16, 2016 10:55:48 AM / by 4Thought Financial
Tax loss harvesting involves the selling of a security that has experienced a loss. By selling the security, the investor realizes or "harvests" that loss and is able to offset taxes on both gains and income. The security that was sold is replaced by a similar one, which maintains the optimal asset allocation.
Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips
Plan Along With Planning Needs To Minimize Retirement Liabilities
Financial advisors must take their clients' circumstances into account when constructing a financial plan. They must also be responsive to any life changes.
[fa icon="calendar'] Jun 16, 2016 10:55:13 AM / by 4Thought Financial
Financial professionals will often recommend products and services that reflect the current circumstances of their clients. But they also need to recommend products and services that reflect their future circumstances. A very real worry in the financial planning world for investors and their advisers alike is the possibility of outliving their assets and possessing more liabilities and expenses in retirement.
Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips
Making Difficult Conversations Easier
An effective estate plan depends on effective conversations with clients. CPAs can recommend investment strategies that simplify the estate planning process.
[fa icon="calendar'] May 11, 2016 11:00:00 AM / by 4Thought Financial
The subject of what to do with assets after retirement or death is an understandably difficult topic to address. Upset family members, lost documents and the absence of the grantor after death are among some of the difficulties that tax professionals face. But the ultimate difficulty lies in having the conversation in the first place.
Financial News ,Financial Professionals ,Investment Strategy ,Pro Tips
The Full-Time Endeavor of Managing & Researching Investments
Investment research is a time-consuming process. Financial professionals should consider investments with a strong methodology to save time and reduce risk.
[fa icon="calendar'] Apr 6, 2016 11:00:00 AM / by 4Thought Financial
Financial institutions employ numerous full-time analysts who perform research and analysis on investments. It is impossible for a financial professional to commit to research and their other responsibilities in order to effectively serve their clients and keep up with the ever-changing developments in the investment world.
Financial News ,Financial Professionals ,Financial Planning ,Pro Tips
Unique Goals, Unique Strategies
Financial advisors need to craft a unique investment strategy for each of their client's future goals. This plan must also enhance what assets pass on to heirs.
[fa icon="calendar'] Mar 23, 2016 11:00:00 AM / by 4Thought Financial
Clients want to utilize their wealth to meet unique goals that they have. Charitable gifting, leaving assets to family members or even having enough for one last hurrah with friends requires a unique investment strategy for unique goals.
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