Investment professionals and entities alike should always ask “How Does This Tie In With the Rest of Your Finances?”. It is an important enough question that even from service providers such as attorneys and CPAs, often does not get asked enough to their clients.
Financial News ,Financial Professionals ,Investment Strategy ,Business Finance ,Pro Tips
How Can CPAs Mitigate Their Client's Risk? Ask “How Does This Tie In With the Rest of Your Finances?"
[fa icon="calendar'] Mar 1, 2018 10:56:00 AM / by 4Thought Financial
Financial News ,Investment Strategy
Investing for Beginners
[fa icon="calendar'] Jun 29, 2017 3:27:43 PM / by 4Thought Financial
So, you want to invest, but you don't know where to start. It's a common issue for beginners, but it's easily solved with a little guidance and education. Once you know the basics, you can start cautiously investing, learning about more specific investments and techniques as you go. Here's a guide to investing for beginners, including some of the most popular first-time investment strategies.
Financial News ,Investment Strategy
Alternative Investment Strategies
[fa icon="calendar'] Jun 8, 2017 11:33:37 AM / by 4Thought Financial
Stocks, bonds, mutual funds -- these are all typical investments with which nearly everyone is familiar. However, there are other investments available for investors who are looking for something less conventional. These investments are usually illiquid, harder to value, and potentially quite a bit riskier than conventional stock/bond investment strategies and in most cases are only available to “accredited” investors. But alternative investing may be a sound strategy for savvy investors who have the right professional guidance. Here's an overview of a few different alternative investment strategies.
Financial News ,Investment Strategy
Create a Systematic Investment Plan
[fa icon="calendar'] May 17, 2017 1:02:54 PM / by 4Thought Financial
It can be difficult navigating a path through the tricky waters of investing, and one of the many obstacles to success lies in knowing when the best opportunity presents itself to enter the market. Volatility and economic uncertainties can conspire to disrupt even the most carefully constructed plans, but there is an investing approach which overcomes this problem: systematic investing.
Financial News ,Investment Strategy
Breaking Down Investment Advisor Fees
[fa icon="calendar'] Apr 26, 2017 3:08:04 PM / by 4Thought Financial
If you've started to dabble in the world of stocks and investments or are thinking about doing so in the near future, you'll want to have a better understanding of the various fees associated with working with an investment advisor. Of course, you're probably thinking that you can do without an investment advisor in order to avoid having to pay any fees, but even some of the savviest investors utilize an investment advisor.
Financial News ,Investment Strategy
Liquid Alternative Investments Explained
[fa icon="calendar'] Apr 19, 2017 1:31:38 PM / by 4Thought Financial
Traditionally, investors' portfolios consist primarily of stocks and bonds. Experts view these assets as the backbone of an investment portfolio, which have historically paid off over time.
Financial News ,Investment Strategy
Unique Strategies for Savvy Affluent Investors
[fa icon="calendar'] Apr 13, 2017 2:29:27 PM / by 4Thought Financial
Affluent investors can use their significant financial resources to explore investments others can't. These can be unconventional or unusual assets that go beyond the normal mainstays of the investment world, or they may be new or unexpected strategies they use to manage their money.
Financial News ,Investment Strategy
The Case for Generating Positive Results with Multi-Method Investing®
[fa icon="calendar'] Mar 16, 2017 2:18:34 PM / by 4Thought Financial
Generating positive results in unpredictable and often volatile financial markets can be a daunting challenge. But it is not to say that this challenge cannot be overcome. Embracing an approach that utilizes a variety of asset classes to generate returns is one key method of overcoming this challenge and the associated volatility, but it is not the only one. Overcoming this challenge means utilizing this method among others.
Financial News ,Investment Strategy
Consolidate Your Retirement Assets, Retire Comfortably
[fa icon="calendar'] Mar 9, 2017 4:13:14 PM / by 4Thought Financial
Consolidating your retirement assets may help you retire more comfortably. Having your retirement assets working in a disjointed manner can significantly hurt your chances of a comfortable retirement. Instead of these assets working in an uncoordinated manner, consider consolidating them.
Financial News ,Investment Strategy
How a Solid Investment Methodology Helps Achieve Goals and Gains
[fa icon="calendar'] Mar 2, 2017 3:15:50 PM / by 4Thought Financial
Achieving solid investment gains helps investors achieve their investment goals. The correlation between the two is obvious. A solid investment methodology not only provides a plan of action, but also helps investors plan for the random variables involved with investing for the future.
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