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

FourThought’s Scott Pinkerton Named to Barron’s Top 1500 Financial Advisors for 2026

Apr 7, 2026

We’re proud to share that Scott Pinkerton, Managing Partner of FourThought Private Wealth, has been named to Barron’s Top...

Why FourThought’s Senior Advisor Chose a Boutique Firm and Why That Choice Matters to Clients

by Fourthought | Jan 15, 2026 | 2026, Uncategorized

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

by Fourthought | Jan 8, 2026 | Uncategorized

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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Year-End Tax Tips for Retirement

by Pedro Leon | Nov 24, 2025 | Financial Planning, Uncategorized

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

by Jake MacFarlane | Nov 19, 2025 | Educational Videos

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.

by Scott Pinkerton, CFP®, AIF®, CIMA®, CPWA® | Oct 30, 2025 | Choosing Advisors, Forbes, In the news

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

by Fourthought | Sep 8, 2025 | Educational Videos

https://vimeo.com/1116761596

Coffee With Fourthought

by Jake MacFarlane | Aug 8, 2025 | Educational Videos

https://vimeo.com/1108419430

Your Journey to EPCOT | FourThought Q3 Economic Review 2025

by Fourthought | Jul 31, 2025 | Educational Videos

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...