As the year winds down, many retirees start checking items off their usual to-do list, which can include things like...
Year-End Tax Tips for Retirement
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Articles and Resources
From The FourThought Team
Achieve Holistic Wealth with Scott Pinkerton:
Understanding Financial Freedom
Achieve Financial Freedom in Retirement:
Cashflow ESG Explained by Scott Pinkerton
November Coffee with FourThought: Rate Cuts, Earnings Surprises & What To Do Now
In this month’s Coffee with FourThought, Joel Johnson, Director of Financial Planning, Signature Division and Jake MacFarlane, Senior Research Analyst, discuss recent Federal Reserve developments, shifting rate-cut probabilities, the yield curve moving toward a more...
FourThought Private Wealth named to Forbes’ 2025 list of America’s Top RIA Firms,developed by SHOOK Research.
FourThought Private Wealth named to Forbes’ 2025 list of America’s Top RIA Firms, developed by SHOOK Research. This recognition reflects our unwavering commitment to helping clients answer two essential questions: ‘Am I going to be okay?’ and ‘Do I have any blind...
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Coffee with FourThought | Sept 2025 Market Update: Rates, Earnings & Giving Changes
https://vimeo.com/1116761596
Coffee With Fourthought
https://vimeo.com/1108419430
Your Journey to EPCOT | FourThought Q3 Economic Review 2025
In our Q3 2025 Economic Review, Scott Pinkerton and Jake Macfarlane explain how the One Big Beautiful Bill, new tariffs, and Washington’s fiscal policy are reshaping markets. They use an EPCOT planning metaphor to show why investors should look beyond U.S. stocks to...
Coffee with FourThought: Big Beautiful Bill
https://vimeo.com/1101309427
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
Understanding Tariffs and Market Volatility: What Investors Need to Know Now
Watch the Full Replay of Our Timely Webinar with FourThought's Investment Experts In today’s fast-changing economic climate, understanding the impact of tariffs, market volatility, and investment strategy has...
How Diversification Helps You Sleep Better at Night
At FourThought, we know that peace of mind matters just as much as performance when it comes to your financial future. That is why FourThoughts' Senior Analyst, Jake MacFarlane, has prepared a short piece titled “Diversification: Sleeping Well at Night.” It is a...
Changing of the Tides
The markets have experienced significant movement over the past month, with volatility driven by shifting valuations, policy uncertainty, and economic trends. While these fluctuations can feel unsettling, they are a natural part of the market cycle. In the attached...
Video Resources
From The FourThought Team
November Coffee with FourThought: Rate Cuts, Earnings Surprises & What To Do Now
In this month’s Coffee with FourThought, Joel Johnson, Director of Financial Planning, Signature Division and Jake...
Coffee with FourThought | Sept 2025 Market Update: Rates, Earnings & Giving Changes
https://vimeo.com/1116761596
Coffee With Fourthought
https://vimeo.com/1108419430
Your Journey to EPCOT | FourThought Q3 Economic Review 2025
In our Q3 2025 Economic Review, Scott Pinkerton and Jake Macfarlane explain how the One Big Beautiful Bill, new tariffs, and Washington’s fiscal policy are reshaping markets. They use an EPCOT planning metaphor to show why investors should look beyond U.S. stocks to...
Coffee with FourThought: Big Beautiful Bill
https://vimeo.com/1101309427