4Thought Investing Resources

4Thought Investing Resources

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Financial News ,Investment Strategy

Alternative Investment Strategies

Serious & savvy investors might want to veer off from traditional investment types. Learn more about a few different types of alternative investment strategies.

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.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Tax Traps and Opportunities with Life Insurance

The CPE course will educate CPAs on different applications and considerations with life insurance. Some of the considerations for the future will be discussed when needs have changed.

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Financial News ,Financial Planning

Do You Have a Personal Financial Plan?

Personal financial planning is crucial when organizing your individual financial goals. Setting realistic goals and making a strategy on how to achieve them will ensure your success.

Whether you're saving for something important or simply trying to cut down on unnecessary spending, a personal finance plan can help you achieve your goals. It allows you to see where your money goes and find ways to make it work harder for you. Here are some tips for making a personal financial plan for yourself or your family.

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Financial News ,Investment Strategy

Create a Systematic Investment Plan

Systematic investing is a simple and worry-free method of investing money. Learn more about what it entails.

It can be difficult navigating a path through the tricky waters of investing, and one of the many obstacles to success lies in knowing when the best opportunity presents itself to enter the market. Volatility and economic uncertainties can conspire to disrupt even the most carefully constructed plans, but there is an investing approach which overcomes this problem: systematic investing.

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Financial News ,Performance

Results Speak Louder than Words - First Quarter 2017

4Thought Financial Group’s separate account strategies are managed with repeatable algorithmic processes so they can be consistently competitive. Learn how we deliver results.

4Thought Separate Accounts rank in top 25% for 7 out of 16 strategies offered and top 50% for 14 out of 16 strategies offered (As of 3/31/17)

 

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Financial News ,Financial Planning

Comprehensive Financial Planning Explained

Comprehensive financial planning doesn’t have to be as intimidating as it sounds. Learn about different levels of what this can mean, and how it might benefit you.

Comprehensive Financial Planning – quite the austere topic. It sounds like a serious examination, or something painful. Comprehensive Financial Planning is a phrase your Investment or Financial Advisor may have thrown around at some point, or perhaps something you were told to think about. But don’t worry, it’s not as complicated as it sounds. It is a fancy way of saying, “Let’s go over your current finances and find out what areas we can help you improve on.” With that said, let’s break it down.  

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: 1099s and Brokerage Statements - The Real Story Behind the Numbers

This CPE course will educate CPAs on what to look for on 1099s and brokerage statements to help their clients lower costs and achieve their financial goals.

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Financial News ,Pro Tips

Asset Allocation Model Explained

An asset allocation model means that you’re dividing your wealth into various types of investments. Learn more about what this model entails.

A wealth of assets is the primary goal of almost everyone, from individuals to small businesses and large corporations. However, any financial advisor will tell you that it's never a good idea to invest all your money in one type of asset -- even cash. You've probably heard of asset allocation, and you may even have a general idea of what it means. But do you know how to make it work for your situation? This guide should help.

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Financial News ,Investment Strategy

Breaking Down Investment Advisor Fees

Investment advisor fees can be tricky to understand, and they also vary from advisor to advisor. Learn more about different fee types!

If you've started to dabble in the world of stocks and investments or are thinking about doing so in the near future, you'll want to have a better understanding of the various fees associated with working with an investment advisor. Of course, you're probably thinking that you can do without an investment advisor in order to avoid having to pay any fees, but even some of the savviest investors utilize an investment advisor.

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Financial News ,Investment Strategy

Liquid Alternative Investments Explained

Have you ever wondered about liquid alternative investments? Learn about their benefits and risks, and their role in an overall investment portfolio.

Traditionally, investors' portfolios consist primarily of stocks and bonds. Experts view these assets as the backbone of an investment portfolio, which have historically paid off over time.

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