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InsightsArticles 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

2025 Year End Taxes — Year-End Tax Tips for Retirement

Year-End Tax Tips for Retirement

November 24, 2025

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 opportunity to look at the bigger picture and how your income, investments, and taxes work…

Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty

by Tracy Knight
May 21, 2020

Which Way to Economic Recovery?

by Scott Pinkerton, CFP®, AIF®, CIMA®, CPWA®
May 12, 2020

The Yogi Berra Approach to Forecasting an Economic Recovery

by William Mehserle Jr., CFP®
May 4, 2020

Is Now the Time to Convert Your Traditional IRA to a Roth and Save?

by Colton Lightner
April 24, 2020

Video ResourcesFrom The FourThought Team

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 global and alternative assets. They also discuss how inflation, interest rates, and…

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