4Thought Investing Resources

4Thought Investing Resources

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Performance (2) Resources

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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 ,Performance

Bull Market Confirmed on 8/18/20 - So what now?

A new Bull Market in the S&P 500 Index has been confirmed as of August 18th, 2020. Given this hindsight knowledge, how should investors prepare for the future? In this video Jesse Mackey (Chief Investment Officer of 4Thought Financial Group) fields questions from financial services and accounting industry professionals in a virtual round table discussion regarding what the newly measured Bull Market and the upcoming presidential election might mean for portfolio positioning going forward. Please join us ... and don't forget to subscribe.
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Financial News ,Performance

Opportunity Knocks for Investors in 2020 ... still!

4Thought’s Opportunistic Systematic Investing strategy continues to make money for investors this year while the stocks markets are just barely positive. Take a look at the results and consider whether this approach might be right for you.

 

Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?

Opportunity Knocks!

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Financial News ,Performance

Opportunity Knocks! ... for investors

4Thought’s Opportunistic Systematic Investing strategy has actually made money for investors this year while the stocks markets are down. Take a look at the results and consider whether this approach might be right for you.

 

Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?

Opportunity Knocks!

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Financial News ,Performance

Opportunity Knocks!

4Thought’s Opportunistic Systematic Investing strategy has actually made money for investors this year while the stocks markets are down. Take a look at the results and consider whether this approach might be right for you.

 

Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?

Opportunity Knocks!

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Financial News ,Performance

Opportunity Knocks! (for Investors)

4Thought’s Opportunistic Systematic Investing strategy has actually made money for investors this year while the stocks markets are down. Take a look at the results and consider whether this approach might be right for you.

 

Want to give a portion of your investment portfolio the potential to systematically capitalize on volatility and downside risk?

Opportunity Knocks!

(for Investors)

The Coronavirus-related Bear Market and its ensuing volatility have exposed those strategies unprepared for such investing environments. If you've been disappointed by the performance of your investment portfolio through this crisis, then consider a Separately Managed Account (SMA) strategy based on Opportunistic Investing that's adaptable and dialed­ in to volatile markets.

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Financial News ,Performance

Weekly Portfolio Update - 2/13/2018

2/13/2018 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 2/13/2018 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. We may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

 

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Financial News ,Performance

Weekly Portfolio Update - 9/5/2017

9/5/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 9/5/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

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Financial News ,Performance

Weekly Portfolio Update - 8/29/2017

8/29/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 8/29/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

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Financial News ,Performance

Weekly Portfolio Update - 8/22/2017

8/22/2017 - Weekly update on 4Thought Financial Group's Separately Managed Accounts for Investors

This notification for the week of 8/22/2017 is part of an ongoing series of updates intended to keep you informed about the changes occurring in your 4Thought Financial Group separately managed accounts (SMAs) each week. The information is broken into the constituent model portfolios we use to manage client investment advisory accounts. Please contact your advisor(s) directly for any more in-depth information related to your personal portfolio or for clarification on which models/strategies apply to you. Occasionally we may provide general commentary, as well as planning techniques and ideas. Make sure to discuss with your advisor whether these are applicable to your situation before taking any actions with regards to your financial plan or investment portfolio.

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