4Thought Investing Resources

4Thought Investing Resources

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Financial Planning Resources

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Financial News ,Investment Strategy ,Financial Planning

Understanding Risk in Investing - Part 3 - Investment Methods and Risk Premiums

4Thought's Chief Investment Officer, Jesse Mackey, discusses advanced concepts in risk that are pertinent to the advisor, institutional investor, or portfolio manager.

 

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Financial News ,Investment Strategy ,Financial Planning

Understanding Risk in Investing - Part 2 - Modern Portfolio Theory Quantitative Tools and Statistics

4Thought's Chief Investment Officer, Jesse Mackey, discusses quantitative concepts in risk that are pertinent to the advisor or sophisticated retail investor.

 

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Financial News ,Financial Planning

Understanding Risk in Investing - Part 1 - Common Types of Risk and Risk Management Tools

4Thought's Chief Investment Officer, Jesse Mackey, discusses fundamental concepts in risk that a pertinent to the retail investor and appropriate risk management tools.

 

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Financial News ,Financial Planning

Intergenerational Planning

4Thought's CFO Martin Levine explains the importance of Intergenerational Financial Planning for those who've accumulated significant wealth during their lifetimes.

 

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Financial News ,Retirement ,Financial Professionals ,Financial Planning ,Performance ,Financial Advisor ,Wealth Management

The SECURE ACT, Qualified Plan Updates, Judy Lynch VP LIEBG / 4Thought Financial Group

In this video Judy Lynch, QPA QKC, Vice President of Long Island Employee Benefits Group presents the recent changes in the regulation of Employer-Sponsored ERISA Retirement Plans related to the SECURE Act. This is important information for any employer, accountant, or financial services professional to be aware of. If you offer your employees a 401k, profit sharing plan, or pension through your business and you’re not familiar with the SECURE Act’s changes, this video is well worth watching. Please reach out to us at 4Thought with any questions or for help with your retirement plan.
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Financial News ,Financial Planning ,Wealth Management

The Importance of Retainer Fee-Based Financial Planning & Wealth Management

Retainer fee-based financial planning holds significantly more benefits for advisors and investors concerned about navigating recent industry changes than the traditional commission-based model. Here are several reasons why you should consider making the switch today.

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.

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Financial News ,Financial Planning ,Wealth Management ,Financial News

4Thought Financial Group Wealth Management & Investment Methodology Overview

In this educational introductory video, 4Thought Financial Group's executive team, Jesse Mackey, Brian Mackey, and Martin Levine, provide an overview of the firm's unique wealth management and investment methodology, and other characteristics that set it apart from the rest of the pack.

 

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.

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Financial News ,Financial Planning ,Wealth Management ,Financial News

Why CPAs Should Partner with a Retainer Fee-Based Financial Planning & Wealth Management Firm—Now

Partnering with a retainer fee-based financial planning and wealth management firm holds many significant benefits for CPAs interested in providing personal financial planning services to clients, among these: reducing or eliminating conflicts of interest, facilitating better adherence to regulatory compliance, and improving alignment of incentives with clients’ financial objectives. It may provide access to fresh, innovative ideas, cutting-edge solutions, and deliver additional value for clients, while your team can focus on its core business.

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.

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Financial News ,Financial Professionals ,Financial Planning ,Pro Tips

“Conducting” the tax strategy of your clients

CPA's are always looking to mitigate their client's tax liabilities. CPA's can coordinate various parts of a client's investment strategy to accomplish this.

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.

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Financial News ,Financial Planning ,Wealth Management

Longevity & Wealth Management

Resurgence in the quest to unlock the secrets of longevity presents significant implications for sound financial planning and wealth management strategies.

Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.

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