It is 4Thought’s great pleasure to announce that Calvin Vu has successfully completed the CFA program and has earned the right to use the CFA designation. The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute to investment and financial professionals. The program covers a broad range of topics relating to investment management, financial analysis, quantitative analysis, equities, fixed income and derivatives, and provides a generalist knowledge of other areas of finance.
Recent Posts by Jesse Mackey
Financial News ,Financial Advisor
Calvin Vu Awarded CFA Designation
Calvin Vu has successfully completed the CFA program and has earned the right to use the CFA designation. We are proud to have recently added Calvin to our team and of his well-earned achievement.
[fa icon="calendar'] Sep 8, 2021 3:41:51 PM / by Jesse Mackey
Opportunity Knocks for Investors
4Thought’s Opportunistic Systematic Investing strategy posted returns of nearly double those of the broader stocks markets in 2020 on a net-of-fees basis while most investing strategies struggled with the fallout of the 2020 bear market and the correction that followed. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Jan 13, 2021 11:16:53 AM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Opportunity Knocks for Investors in 2020 ...one last time
4Thought’s Opportunistic Systematic Investing strategy has posted returns more than double those of the broader stocks markets this year while most investing strategies still struggle with the fallout of the 2020 bear market and the correction that followed. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Dec 2, 2020 9:21:24 AM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Opportunity Knocks for Investors in 2020 ... again!
4Thought’s Opportunistic Systematic Investing strategy has posted double-digit returns this year while most stocks and investing strategies still struggle with the fallout of the 2020 bear market and its ensuing volatility. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Oct 8, 2020 7:00:00 AM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Opportunity Knocks for Investors in 2020 ... still!
4Thought’s Opportunistic Systematic Investing strategy continues to make money for investors this year while most stocks still struggle with the fallout of the 2020 bear market. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Sep 8, 2020 8:00:00 AM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Bull Market Confirmed on 8/18/20 - So what now?
A new Bull Market in the S&P 500 Index has been confirmed as of August 18th, 2020. Given this hindsight knowledge, how should investors prepare for the future? In this video Jesse Mackey (Chief Investment Officer of 4Thought Financial Group) fields questions from financial services and accounting industry professionals in a virtual round table discussion regarding what the newly measured Bull Market and the upcoming presidential election might mean for portfolio positioning going forward. Please join us ... and don't forget to subscribe.
[fa icon="calendar'] Aug 26, 2020 9:54:46 AM / by Jesse Mackey
Opportunity Knocks for Investors in 2020 ... still!
4Thought’s Opportunistic Systematic Investing strategy continues to make money for investors this year while the stocks markets are just barely positive. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Aug 5, 2020 12:30:00 PM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Opportunity Knocks! ... for investors
4Thought’s Opportunistic Systematic Investing strategy has actually made money for investors this year while the stocks markets are down. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Jul 7, 2020 9:31:36 AM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Opportunity Knocks!
4Thought’s Opportunistic Systematic Investing strategy has actually made money for investors this year while the stocks markets are down. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] Jun 3, 2020 9:23:43 AM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
Opportunity Knocks! (for Investors)
4Thought’s Opportunistic Systematic Investing strategy has actually made money for investors this year while the stocks markets are down. Take a look at the results and consider whether this approach might be right for you.
[fa icon="calendar'] May 27, 2020 1:30:00 PM / by Jesse Mackey
Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?
Opportunity Knocks!
(for Investors)
The Coronavirus-related Bear Market and its ensuing volatility have exposed those strategies unprepared for such investing environments. If you've been disappointed by the performance of your investment portfolio through this crisis, then consider a Separately Managed Account (SMA) strategy based on Opportunistic Investing that's adaptable and dialed in to volatile markets.
Leave a Comment