4Thought Investing Resources

4Thought Investing Resources

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Financial News ,CPA Continuing Education

CPA Continuing Education Courses: Update on Qualified Plans as a Tax Planning Tool

CPAs can utilize qualified plans as an effective tax planning tool. Learn how to mitigate your client's potential tax liabilities and help achieve their goals.

[fa icon="calendar'] Nov 7, 2016 7:02:51 PM / by 4Thought Financial

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Financial News ,Performance

4Thought Takes #1 Out of 428 Investment Managers

We’re pleased to announce that 4Thought now ranks #1 and #2 in Morningstar’s “World Stock” Separate Account category for year-to-date performance out of 428 investment management firms (as of 9/30/16).

[fa icon="calendar'] Nov 1, 2016 2:31:00 PM / by 4Thought Financial

#1 Thematic Systematic Investing Top 1% – YTD percentile ranking out of 428 World Stock managers as of 9/30/16
#1 – YTD absolute ranking out of 428 World Stock managers as of 9/30/16

#2 Global Thematic Accumulation Top 1% – YTD percentile ranking out of 428 World Stock managers as of 9/30/16
#2 –YTD absolute ranking out of 428 World Stock managers as of 9/30/16 

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Financial News ,Performance

Results Speak Louder than Words - Third Quarter 2016

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

[fa icon="calendar'] Oct 31, 2016 7:27:00 PM / by Jesse Mackey

 

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Financial News ,Investment Strategy

Generating Positive Investment Results in Multiple Market Conditions

Investors must embrace an approach that generates positive investment returns in every market condition. Here is how 4Thought Financial does it.

[fa icon="calendar'] Oct 31, 2016 9:00:00 AM / by 4Thought Financial

Part of a successful investment methodology is generating positive investment results in multiple market conditions. In today’s investment world, investors need to look beyond the traditional bull market and bear market. Investors also need to consider what we at 4Thought Financial Group define as the “Wolf” and the “Eagle” portions of market cycles.

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Financial News ,Financial Professionals ,Investment Strategy

Liquid Transparent Alternatives to Hedge Funds and Private Equity

An alternative approach to alternative investment methods.

[fa icon="calendar'] Oct 7, 2016 10:24:00 AM / by 4Thought Financial

Gaining exposure to low-correlation diversifying investment methods by the conventional route – direct subscription to Hedge Funds and Private Equity Limited Partnerships – is fraught with difficulties. Such investments require accredited investor status; lack of transparency with respect to strategies, underlying investments, and performance reporting; high fees (usually an asset based fee and a percentage of gains); low liquidity, lock-up periods, infrequent redemptions, and surrender charges; and ongoing capital commitments (with private equity) that may be difficult for clients to meet. But there are alternative routes to getting exposures to the strategies and risk premiums employed by Hedge Funds and Private Equity.

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Financial News ,Performance

Results Speak Louder than Words - Second Quarter 2016

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

[fa icon="calendar'] Sep 26, 2016 10:22:00 AM / by Jesse Mackey

 

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Financial News ,Personal Investing ,Financial Professionals ,Investment Strategy

Systematic Investing Specialization: The 4Thought Difference

We consider ourselves advocates for the idea of systematic savings and investment.

[fa icon="calendar'] Jul 27, 2016 10:49:41 AM / by 4Thought Financial

We consider ourselves advocates for the idea of systematic savings and investment, and we have developed focused proprietary strategies to potentially maximize the benefits of this process for our investors.

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Financial News ,Investment Strategy ,Financial Planning ,Pro Tips

How Can CPAs Help Optimize Conservation of Capital? “Embrace the Next Generation”

CPAs must work with every generation of a client's family to optimize a capital conservation strategy. This helps craft and implement more effective plans.

[fa icon="calendar'] Jun 16, 2016 10:57:18 AM / by 4Thought Financial

Professionals often make the mistake of not working and planning alongside the heirs of their clients. Not exploring the wishes of both clients and their children not only causes miscommunication in the development of a plan that efficiently transfers assets but also may displace the professional relationship in the future.

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Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips

Embrace Technology & Methodology Together To Optimize Conservation of Capital

Embracing technology and a solid investment methodology allows financial advisors to better conserve capital. Learn how turnkey asset allocation helps.

[fa icon="calendar'] Jun 16, 2016 10:57:00 AM / by 4Thought Financial

Financial professionals are starting to grasp the power of technology as a tool to manage client assets. A savvy financial professional will not only utilize technology but will develop a corresponding investment methodology and strategy behind it.

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Financial News ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips

Utilize SMAs with Unique Investment Strategies to Mitigate Your Client's Risk

Financial advisors can leverage SMAs with unique strategies to help mitigate risk and to help better engage their clients.

[fa icon="calendar'] Jun 16, 2016 10:56:34 AM / by 4Thought Financial

Investment professionals can utilize specialized Separately Managed Accounts (SMAs) as a way to mitigate the risk of their clients. SMAs can be customized by investing in certain securities or certain strategies. They may, for example, wish to screen for equities or fixed income and invest according to a selective or opportunistic strategy.

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© 2025 4Thought Financial Group Inc.

Investment Advisory Services are offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.

Registration does not imply a certain level of skill or training. The content presented here is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered (or notice filed) or where an exemption or exclusion from such registration exists. Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.

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Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at info@4tfg.com; on the 4Thought website at www.4tfg.com/performance-requests; or by phone at (516) 300-1617.
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