4Thought Financial Group Resources (3)

Are Your Clients Using Multi-Method Investing®?

Consider Multi-Method Investing® - a diversified approach to investing that applies multiple methods, tailored to specific market environments.

[fa icon="calendar'] Aug 5, 2022 3:57:00 PM / by 4Thought Financial

Most of your accounting practice clients probably have one of two types of investment portfolios:

Type 1: An amalgamation of seemingly random and uncoordinated investment instruments acquired at different times from different providers (a “junk drawer” of financial assets).

Type 2: A professionally managed portfolio allocated based on risk tolerance and objectives, and diversified by asset type (using a Strategic Asset Allocation or “Modern Portfolio Theory” approach).

Financial News ,Market Perspective

4Thought’s Multi-Method Investing® Market Perspective 7-19-22

4Thought provides you with actionable investment analysis and perspective on the financial markets.

[fa icon="calendar'] Jul 19, 2022 9:23:54 AM / by 4Thought Financial

Financial News ,Market Perspective

4Thought’s Multi-Method Investing® Market Perspective 7-12-22

4Thought provides you with actionable investment analysis and perspective on the financial markets.

[fa icon="calendar'] Jul 12, 2022 8:36:01 AM / by 4Thought Financial

Financial News ,Accounts and Clients

Does Your Client Need A Systematic Savings And Investment Plan?

Refer clients to trusted financial planners for specialized investment advice and goal planning. Contact 4Thought for more information.

[fa icon="calendar'] Jul 8, 2022 3:56:00 PM / by 4Thought Financial

As a CPA, you probably frequently come across clients that have questions related to saving for retirement, college, or other investment goals. Your clients don’t necessarily know that while this is peripherally related to your services, it really is a specialty of its own. But they trust you, and so they ask. In most cases, the best way to help your client in this situation is to refer them to a specialist financial planner, wealth manager, or investment advisor that you yourself trust. This is because while regularly saving an arbitrary amount is better than doing nothing, your clients cannot achieve their goals if they have not defined them and constructed an appropriate plan to pursue them. They will need professional assistance to help them quantify their objectives, determine what is realistic, and develop a flexible systematic investing plan for execution. Their financial services professional should follow a process like that described here:

Financial News ,Market Perspective