Part of successful investing is generating favorable results in good markets as well as bad markets. Regardless of whatever your idea of retirement looks like, investors need a plan to get there in the first place.
Investing for Retirement in Every Market Condition
Successful retirement is dependent upon using an investing approach that performs in a wide variety of market conditions.
[fa icon="calendar'] Jan 19, 2017 4:52:41 PM / by 4Thought Financial
Financial News ,Investment Strategy
Should Diversification Come at a Cost?
Getting diversification for your investments should not come at a high cost. Learn how 4Thought Financial makes the process easier and less expensive.
[fa icon="calendar'] Jan 11, 2017 11:09:47 AM / by 4Thought Financial
Investors often believe that they cannot obtain proper diversification within their investments without paying a significant amount in investing fees such as upfront mutual fund sales charges and ongoing internal expenses. However, the advent of technology-driven investing has allowed investors to create a properly diversified portfolio at a relatively inexpensive cost. Best of all, this does not necessarily come at the expense of traditional human interaction and service.
Financial News ,Investment Strategy
Investment Alternatives to 529 Plans
College planning should not be relegated to your 529 plan. Learn how 4Thought Financial provides liquid investment vehicles that complement your current plan.
[fa icon="calendar'] Jan 5, 2017 1:09:55 PM / by 4Thought Financial
529 plans are an excellent way to save for college. However, there are alternative investment platforms that can complement these college savings plans. These investment vehicles can act as an avenue of exposure to alternative assets that may not be available inside a 529 plan. Furthermore, these investment vehicles can potentially act as a hedge against risks in the 529 plan.
401k Rollover Today, Comfortable Retirement Tomorrow
A 401k rollover should not be a challenge. Learn how 4Thought Financial helps you implement a low-cost, high impact retirement option.
[fa icon="calendar'] Dec 29, 2016 2:31:07 PM / by 4Thought Financial
Rolling over your 401k today can help move you towards a more comfortable retirement tomorrow. Leaving your 401k unattended can not only jeopardize your retirement, but also ensures that you miss out on various market opportunities. Besides that, rolling over your 401k gives you more control over your investments.
Financial News ,Retirement ,Investment Strategy
Investing For Retirement Should Not Cost Your Retirement
You deserve to retire comfortably. With 4Thought Financial, investors can enjoy quality low cost investment options.
[fa icon="calendar'] Dec 19, 2016 1:14:17 PM / by 4Thought Financial
When investing for retirement, investment fees should not total a significant portion of your retirement portfolio. Fees assessed on qualified retirement plans add up, especially for plans for smaller employers. The 401k and the Individual Retirement Account (IRA) have become the retirement savings vehicles of choice, but these accounts all charge fees or other expenses that eat into returns.
Financial News ,CPA Continuing Education
Gathering Investment Information is Often Part of a CPA’s Fiduciary Duty
In many ways, a CPA must act as a trusted advisor as part of their fiduciary responsibility.
[fa icon="calendar'] Dec 5, 2016 10:29:08 AM / by 4Thought Financial
A CPA must often be cognizant of gathering investment information as part of their fiduciary duty, if it applies to their client. As accountants become more involved with their client’s investments, they must be aware of what information is needed. More importantly, they must understand how this information impacts their client’s tax situation and their overall financial profile.
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
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
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
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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