Coffee with FourThought | Dec 2025 | Year-End Planning Tips

In this month’s Coffee with FourThought, Joel Johnson, Director of Financial Planning, is joined by Financial Planner Brad Patton for an update on current market conditions and the economic themes shaping investor decisions. The discussion includes recent data on growth and inflation, corporate earnings trends, and how Federal Reserve policy may influence the environment going forward. Joel and Brad also highlight key year-end planning items that may help investors stay aligned with their long-term goals. A live Q and A at the end of the session addresses participant questions on interest rates, spending patterns, volatility, and general planning considerations.