Financial News ,CPA Continuing Education
CPA Continuing Education Course: How to Improve an Investment Portfolio's Tax Efficiency
[fa icon="calendar'] Sep 27, 2017 10:31:00 AM / by 4Thought Financial
Weekly Portfolio Update - 9/5/2017
[fa icon="calendar'] Sep 5, 2017 5:12:00 PM / by Jesse Mackey
This notification for the week of 9/5/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Weekly Portfolio Update - 8/29/2017
[fa icon="calendar'] Aug 29, 2017 11:49:33 AM / by Jesse Mackey
This notification for the week of 8/29/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Weekly Portfolio Update - 8/22/2017
[fa icon="calendar'] Aug 22, 2017 5:06:18 PM / by Jesse Mackey
This notification for the week of 8/22/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Results Speak Louder than Words - Second Quarter 2017
[fa icon="calendar'] Aug 15, 2017 1:43:41 PM / by Jesse Mackey
4Thought Separate Accounts rank in top 25% for 10 out of 16 strategies offered (As of 6/30/17)
Weekly Portfolio Update - 8/15/2017
[fa icon="calendar'] Aug 15, 2017 1:38:21 PM / by Jesse Mackey
This notification for the week of 8/15/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Estate Planning and Tax Reform
[fa icon="calendar'] Aug 14, 2017 12:14:06 PM / by 4Thought Financial
Weekly Portfolio Update - 8/8/2017
[fa icon="calendar'] Aug 8, 2017 2:02:01 PM / by Jesse Mackey
This notification for the week of 8/8/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Weekly Portfolio Update - 8/1/2017
[fa icon="calendar'] Aug 1, 2017 10:36:17 AM / by Jesse Mackey
This notification for the week of 8/1/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Weekly Portfolio Update - 7/25/2017
[fa icon="calendar'] Jul 25, 2017 9:50:07 AM / by Jesse Mackey
This notification for the week of 7/25/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.
Leave a Comment