https://youtu.be/YlSPhcGvN1U?si=tXnbDIKZkZ-P_VaP In this month’s Coffee with FourThought, Joel Johnson, Director of...
Coffee with FourThought | Dec 2025 | Year-End Planning Tips
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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
Roth conversions before RMDs: using the gap years wisely
Many people retire before required minimum distributions begin. Those years can be a tax planning sweet spot. In many cases, wages have decreased, Social Security may not have started, and Required Minimum Distributions (RMDs) have not yet been enforced. That is your...
FourThought 2026 Look Ahead
How to navigate the coming changes in the markets while keeping your family and financial goals in view. Investments: Pay Attention to the Tension Hemingway once wrote that bankruptcy happens “gradually, then suddenly.” Markets often move the same way. You can watch a...
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FourThought Private Wealth Celebrates a Milestone Year With Key Promotions
Firm highlights continued growth, client-first innovation, and leadership transitions following a standout 2025. VENICE, FLORIDA (December 8, 2025): FourThought Private Wealth today announced several leadership promotions and the retirement of a long-serving team...
We are families: Reflecting on Our Year and the Journey Ahead
I have just returned from our FourThought’s annual two-day planning meeting with our leadership team. This is where we get away from the day-to-day business and reflect, dream, and strategize. We selected a theme for the upcoming year. This is important because it...
Year-End Tax Tips for Retirement
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...
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...
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...
Video Resources
From The FourThought Team
Coffee with FourThought | Dec 2025 | Year-End Planning Tips
https://youtu.be/YlSPhcGvN1U?si=tXnbDIKZkZ-P_VaP In this month’s Coffee with FourThought, Joel Johnson, Director of...
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...
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...