Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Business Succession: Buy-Sell Agreements
[fa icon="calendar'] Dec 3, 2019 1:01:20 PM / by 4Thought Financial
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Investment Portfolio Tax Efficiency
[fa icon="calendar'] Oct 28, 2019 12:11:38 PM / by 4Thought Financial
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Life Insurance as a Tool of Financial Planning
[fa icon="calendar'] Sep 26, 2019 10:05:33 AM / by 4Thought Financial
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Alternative Methods of Investing
[fa icon="calendar'] Aug 19, 2019 2:00:17 PM / by 4Thought Financial
Financial News ,Personal Investing ,Investment Strategy ,Financial Advisor ,Wealth Management ,Financial News
Dispelling Frequently Cited Misconceptions About Retainer Fee-Based Financial Planning & Wealth Management
[fa icon="calendar'] Aug 1, 2019 2:29:52 PM / by 4Thought Financial
Retainer fee-based financial planning and wealth management services administered by trusted fiduciaries who act on your behalf can be instrumental in helping you achieve your lifelong financial goals. This includes developing a financial plan most aligned with your objectives, constantly revisiting and adjusting this so-called “fiscal roadmap” or “blueprint” in response to life events to ensure you remain on track, and providing insightful guidance to help navigate the various stages of your personal and professional life.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs
[fa icon="calendar'] Jul 18, 2019 2:26:00 PM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
‘AdvisorNews’ Spotlights 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis
[fa icon="calendar'] Jun 28, 2019 11:29:56 AM / by 4Thought Financial
4Thought Financial Group is proud to announce the award-winning financial industry trade magazine and news site AdvisorNews has recently published an interview with its chief investment officer Jesse Mackey highlighting the New York-based financial planning and wealth management firm’s “Bear, Bull, Wolf & Eagle” analysis redefining traditional market cycles.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: The New Rules of Retirement (Social Security, Medicare & Long-Term Care)
[fa icon="calendar'] Jun 27, 2019 10:59:17 AM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
‘Journal of Financial Planning’ Features 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis & Market Cycles Redefinition
[fa icon="calendar'] Jun 7, 2019 1:29:15 PM / by 4Thought Financial
4Thought Financial Group proudly announces the publication of an investment management column by its chief investment officer Jesse Mackey in the June print, online and mobile editions of the award-winning, peer-reviewed Journal of Financial Planning.
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
Managing Expectations: Income Investors Often Take Investment Results Out of Context
[fa icon="calendar'] Jun 4, 2019 1:02:30 PM / by Martin E. Levine, CPA, ChFC, CAP
When a client and I first meet, we prepare a financial plan. Within the plan, we assess cash flow needs and determine how much the portfolio must generate in order to make up any monthly income shortfall, and thereby provide for the client’s lifestyle. By figuring out what the shortfall is, we can determine how to position the investments and other income sources.
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