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...
Financial Planning
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...
The Heart of the Matter: Planning Holistically
Disco Inferno: Inflation Hot!
Disco Inferno - Inflation Hot! Are We Going Back to the 70's? (To download a printable pdf of this white paper, click HERE). Back in the 70's The last time the USA had crippling inflation was in the late 1970s when Managing Partner and Co-Chief Investment Officer,...
Are We There Yet?
The Look of Recovery in a Post-Pandemic World (To download a printable pdf of this white paper, click HERE). Many of us have experienced it. You are driving to Florida and the kids can’t wait to see the Magic Kingdom. They have been marking the days on their...