As the year winds down, many retirees start checking items off their usual to-do list, which can include things like reviewing their investment income or taking required minimum distributions (RMDs). But year-end planning doesn’t have to stop there. It’s an...
Financial Planning
Coffee with FourThought [June 2025] Economic Update
Coffee with FourThought – your personal economic pulse check.
Each month we will offer a concise market recap, state of the economy, and live Q&A, so you can walk away with real insight, not more noise.
Cut through financial clutter with clear, timely insights
Ask your own questions in real time
Hear directly from the experts guiding our Signature strategy
Discover Holistic Wealth Planning with FourThought
As we continue to navigate our financial journeys together, we wanted to share some insights on the importance of a holistic wealth plan and how it can profoundly impact your life. Holistic Wealth Planning: A Comprehensive Approach At FourThought, we believe a truly...
Our View: A Tale of Two Machines
Download Our Latest Whitepaper HERE Benjamin Graham, the ‘father’ of value investing and teacher to Warren Buffett once stated that “in the short run, the market is a voting machine but in the long run, it is a weighing machine.” Graham’s comments are prescient. We...
Q2 Economic Review: Patriots In The Fog
Download Our Latest Whitepaper HERE COVID-19: Our Yorktown Battle Think back to the American Revolutionary war and The Battle of Yorktown which proved to be the decisive engagement of the war. The British surrender forecast the end of British rule in the colonies and...
2022 1st Quarter Economic Review and Commentary: Take Me To The River
Download Our Latest Whitepaper HERE “No man ever steps in the same river twice. For it’s not the same river and he’s not the same man.” - Heraclitus Think of a river downstream from a dam release; when the water is released the river is filled with water and strong...
4th Quarter Economic Review: Stay on Target & Beware of the Biases
Stay on Target - Beware of the Biases (To download a printable pdf of this white paper, click HERE). You remember the climax of the first Star Wars movie... Luke Skywalker is in his X Fighter, zooming on to a runway with the target that, if hit, will destroy...
