Why Choosing a Boutique Wealth Firm Matters Selecting a financial advisor isn’t just about investment performance or brand...
Why FourThought’s Senior Advisor Chose a Boutique Firm and Why That Choice Matters to Clients
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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
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...
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How Diversification Helps You Sleep Better at Night
At FourThought, we know that peace of mind matters just as much as performance when it comes to your financial future. That is why FourThoughts' Senior Analyst, Jake MacFarlane, has prepared a short piece titled “Diversification: Sleeping Well at Night.” It is a...
Changing of the Tides
The markets have experienced significant movement over the past month, with volatility driven by shifting valuations, policy uncertainty, and economic trends. While these fluctuations can feel unsettling, they are a natural part of the market cycle. In the attached...
4 Minutes with FourThought Market Update: Q1 2025
https://youtu.be/-AYCLjCN7lg
FourThought Q1 Economic Review 2025: Navigating Uncertainty with an Adaptive Approach
https://youtu.be/Ri0SC4viyVg?si=4otvs1ZEzqkwpREm
FourThought Private Wealth Celebrates Recognition on Forbes’ Top RIA Firms List for 2024
At FourThought Private Wealth, we are deeply honored to announce that we have been recognized on Forbes’ list of America’s Top Registered Investment Advisory (RIA) Firms for the second consecutive year. This achievement is a reflection of the trust our clients place...
Big News at FourThought: Jake MacFarlane Earns His CFA® Designation!
At FourThought, we’ve always believed in investing in our people, and today, we’re excited to share some incredible news that reflects just that. Jake MacFarlane, one of the key leaders on our investment committee, has officially earned his Chartered Financial Analyst...
Four Minutes with FourThought Market Update
https://vimeo.com/998875846
“Stick the Landing” FourThought’s Economic Review Q3 2024
https://vimeo.com/996805386
Video Resources
From The FourThought Team
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...
FourThought Q1 Economic Review 2025: Navigating Uncertainty with an Adaptive Approach
https://youtu.be/Ri0SC4viyVg?si=4otvs1ZEzqkwpREm
Four Minutes with FourThought Market Update
https://vimeo.com/998875846
“Stick the Landing” FourThought’s Economic Review Q3 2024
https://vimeo.com/996805386
Expert Insights on Navigating Today’s Economy: 40-minutes with FourThought: Q1 Economic Review
https://vimeo.com/949297952 Managing partner Scott Pinkerton and research analyst Jake MacFarlane delve into the current economic landscape and investment strategies, providing invaluable perspectives you won't want to miss. Scott and Jake explore the latest movements...