“Complexity is your enemy. Any fool can make something complicated. It's hard to keep things simple.” -Richard Branson....
Should I Own Private Equity In My Portfolio?
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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
Why FourThought’s Senior Advisor Chose a Boutique Firm and Why That Choice Matters to Clients
Why Choosing a Boutique Wealth Firm Matters Selecting a financial advisor isn’t just about investment performance or brand recognition. It’s about trust, responsiveness, and finding a professional who truly understands the complexity of a client’s life and legacy....
Coffee with FourThought | Jan 2026 | 2026 Market Outlook and Economic Perspective
January’s Coffee with FourThought opens the year with a calm, grounded review of where markets have been and what lies ahead. Joel Johnson and Jake MacFarlane reflect on the key forces that shaped markets in 2025, including earnings growth, valuation changes,...
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Stop Cyber Criminals in Their Tracks: Protect Your Identity and Wealth with Carefull and FourThought
As we conclude our semester on asset protection, we encourage you to watch a brief yet important conversation on a growing risk that many families underestimate: cyber fraud. In this interview, James Stamper sits down with Tim Reynolds, Head of Product...
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 Financial Planning, is joined by Financial Planner Brad Patton for an update on current market conditions and the economic themes shaping investor...
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...
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...
Video Resources
From The FourThought Team
Stop Cyber Criminals in Their Tracks: Protect Your Identity and Wealth with Carefull and FourThought
As we conclude our semester on asset protection, we encourage you to watch a brief yet important conversation on a growing...
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 Financial Planning, is joined by Financial Planner Brad Patton for an update on current market conditions and the economic themes shaping investor...
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