Hosted by Scott Pinkerton CFP®, AIF®, CIMA®, CPWA®, and Jake MacFarlane, where they discussed the current economic landscape, reviewing essential indicators. While expressing a sense of caution, they also conveyed optimism, suggesting that any potential recession could be shallow.
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
2nd Quarter Economic Review: Perseverance II – Who Are You Going To Believe?
Read The White Paper
Compassion into Action with Charitable Giving
https://vimeo.com/819844801
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Hello Covid, Buy-Buy Covid
The 11-year bull market was officially ended by the coronavirus yesterday. Virtually everyone invested in the U.S. and global markets lost value in their portfolios. The global situation is evolving rapidly since we communicated our approach to the coronavirus just...
Investing Principles in the Face of the Coronavirus and Other Floods
The coronavirus is serious and deadly. It could escalate into to a major pandemic and have a dramatic impact on our economy and therefore stock prices. Then again, it might not. This is when we remind ourselves of the principles that have worked for us over and over...
Coronavirus Market Indicators Webinar
In our recent webinar, we presented information on timely indicators and historic trends that can help inform decisions on investing in the wake of the coronavirus outbreak. Please click here to download the presentation in a pdf. FourThought Private Wealth...
Why Did We Change Our Name to FourThought?
When we talk to our clients and people in our community about the improvements we’ve been making; we repeatedly get the question: “Why did you change your name to FourThought?” Our aspiration is to empower our advisors to help our clients improve their lives through...
2020 Q1 Economic Review & Commentary
Click to download full presentation: FourThought-Q1-2020-Economic-Review Webinar
SCOTT PINKERTON RANKED 17TH ON FORBES BEST-IN-STATE WEALTH ADVISORS LIST
SARASOTA COUNTY, FL– Scott Pinkerton, Managing Partner of FourThought Private Wealth (a subsidiary of FourThought Financial, LLC) in Sarasota County, has been named to Forbes’s 2020 list of “Best in State Wealth Advisors.” He was ranked #17 out of 115 in the north...
Pinkerton Private Wealth Rebrands, Becomes Registered Investment Advisor
Sarasota County Firm Moves to Full Independence and Changes Name VENICE, January, 2020 –Pinkerton Private Wealth, a long-established private wealth firm based in Venice, FL, announced today that it has become a fully independent Registered Investment Advisor (RIA)....
Our View: Liquidity in Fixed Income Investments
HOW DO WE BALANCE THE NEED FOR LIQUIDITY WITH THE NEED FOR A YIELD THAT OUTPACES INFLATION IN TODAY’S MARKET? Most investors have at least a portion of their total portfolios allocated in fixed income. Some do this to ensure diversification and reduce risk from...
Video Resources
From The FourThought Team
Myths of Private Equity
https://vimeo.com/869539168 Additional Author, Joel Johnson CFP®, CPWA®, CFA®, CAIA® with special guest Barrett Holden, VP...
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