Understanding Risk in Investing - Part 2 - Modern Portfolio Theory Quantitative Tools and Statistics
Recent, sweeping tax reform. Uncertainty about the U.S. Department of Labor’s recently enacted—(Or was it?)—Fiduciary Rule. The current turbulence defining the stock market, and ever-evolving capabilities of automation.
4Thought Financial Group is a level-fee fiduciary Registered Investment Advisor providing coordinated wealth management and financial planning services, involving four different areas: Investment Planning, Estate Planning, Fringe Benefits Planning, and Business Succession Planning. 4Thought Financial Group specializes in utilizing a unique strategic approach to achieve clients' financial goals, leveraging multi-method investing, technology-driven quantitative analysis, and traditional financial planning services to redefine the traditional investing model.
4Thought Financial Group's executive team, Chief Investment Officer Jesse Mackey, Chief Executive Officer Brian Mackey, and Chief Financial Officer Martin Levine, outline the firm's unique wealth management and investment methodology, and other characteristics that set it apart from the rest of the pack, in this introductory video, with a transcription provided below.
With tax season squarely in the rearview but for any lingering questions still circulating among clients regarding the recent federal tax overhaul’s exact ramifications on returns next year, now is the perfect time for CPAs to take stock of such concerns and inquiries, and assess their own individual places within the greater trajectory of the financial industry, overall.
A tax professional can act similarly to a “conductor” in an orchestra. They direct the tune, the instruments used and how the end product sounds. They can make the appropriate changes as they see fit and understand how powerful their actions are in making the show.
Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.