Financial News

This notification for the week of 7/18/2017 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.

This notification for the week of 7/11/2017 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.

There's a constant push for continuing education among professionals in many industries. The reasons below should give you some good insight on why continuing professional education courses are so important for a CPA.

This notification for the week of 7/3/2017 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.

So, you want to invest, but you don't know where to start. It's a common issue for beginners, but it's easily solved with a little guidance and education. Once you know the basics, you can start cautiously investing, learning about more specific investments and techniques as you go. Here's a guide to investing for beginners, including some of the most popular first-time investment strategies.

This notification for the week of 6/27/2017 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.

The Fiduciary Rule is a controversial United States federal rule that came into being during the Obama administration. Intended as a way to mitigate conflicts of interest arising between financial advisors and their clients, the rule was due to take force on April 10, 2017. However, it has been delayed by newly elected President Trump until at least June 9, 2017.

Stocks, bonds, mutual funds -- these are all typical investments with which nearly everyone is familiar. However, there are other investments available for investors who are looking for something less conventional. These investments are usually illiquid, harder to value, and potentially quite a bit riskier than conventional stock/bond investment strategies and in most cases are only available to “accredited” investors. But alternative investing may be a sound strategy for savvy investors who have the right professional guidance. Here's an overview of a few different alternative investment strategies.