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 ,Personal Investing ,Investment Strategy ,Financial Advisor ,Wealth Management ,Financial News
Dispelling Frequently Cited Misconceptions About Retainer Fee-Based Financial Planning & Wealth Management
From inaccuracies about cost and need to false expectations regarding contract obligations and services, this explainer dispels many of the common and frequently cited misconceptions about retainer fee-based financial planning and wealth management.
[fa icon="calendar'] Aug 1, 2019 2:29:52 PM / by 4Thought Financial
Financial News ,Personal Investing ,Financial Professionals ,Investment Strategy
Systematic Investing Specialization: The 4Thought Difference
We consider ourselves advocates for the idea of systematic savings and investment.
[fa icon="calendar'] Jul 27, 2016 10:49:41 AM / by 4Thought Financial
We consider ourselves advocates for the idea of systematic savings and investment, and we have developed focused proprietary strategies to potentially maximize the benefits of this process for our investors.
Financial News ,Personal Investing ,Financial Professionals ,Investment Strategy ,Financial Planning ,Pro Tips
Why Use Exchange Traded Funds in Portfolio Management
Exchange traded funds provide an easy, low-cost way to improve diversification and other aspects of the investment management process.
[fa icon="calendar'] Jun 14, 2016 5:58:03 PM / by Jesse Mackey
Why is this Topic Important to Wealth Managers? This blogticle represents a special series regarding advanced investing with ETFs. Recently there has been much discussion in the marketplace on the use of these tools and thus we present this topic for wealth managers who may consider these investment vehicles for their clients.
Financial News ,Personal Investing ,Investment Strategy
Is The New Institutional Absolute Return Style of Investment Management Available for the Everyday Investor?
Institutional investment managers around the world are embracing an absolute return approach to investing. Individual investors can also utilize this approach.
[fa icon="calendar'] Jun 10, 2016 11:55:40 AM / by Jesse Mackey
The Move Towards Absolute Return in Parts of the Institutional Investing World
During the period from 2007-2009 much greater attention has been paid to the use of hedge-fund-like “absolute return” strategies amongst institutional asset management portfolio managers. The phrase “absolute return” is used to differentiate the concept from the more traditional “relative return” mandates.
Financial News ,Personal Investing ,Investment Strategy ,Pro Tips
Human vs. Robot: Winner Take All?
Financial technology is disrupting the world of traditional financial services. But human advisors that are prepared to adapt can capitalize on these changes.
[fa icon="calendar'] Apr 13, 2016 1:00:00 PM / by Jesse Mackey
Human vs. Robot: Winner Take All?
Nope (at least not for a while).There is a big discussion in the investment management and financial planning world about the disruptive impact of technological advances on the industry, and in particular, the possibility of the “robo-advisor” supplanting the traditional human advisor as the primary deliverer of financial services to the end user. For the unfamiliar, robo-advisor is the preferred term of the financial media to describe a variety of digitally-delivered online services that leverage technology to attempt to automate the bulk of (if not all of) the investment advisory services process for retail investors, and in some cases parts of the fee financial planning process. These services purport to provide a low-cost technology-dependent approach to personal financial life, with the early adopters having primarily come from the millennial demographic cohort.
Financial News ,Personal Investing ,Investment Strategy
The Modern Portfolio Theory Nightmare: When Negatively Correlated Assets Become Correlated
Low and negative correlation asset returns are a cornerstone of Modern Portfolio Theory. But what happens when correlations rise and assets move in lock-step?
[fa icon="calendar'] Dec 17, 2008 11:00:00 AM / by Jesse Mackey
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