I have just returned from our FourThought’s annual two-day planning meeting with our leadership team. This is where we get...
We are families: Reflecting on Our Year and the Journey Ahead
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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
FourThought Private Wealth named to Forbes’ 2025 list of America’s Top RIA Firms,developed by SHOOK Research.
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
https://vimeo.com/1116761596
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“Stick the Landing” FourThought’s Economic Review Q3 2024
https://vimeo.com/996805386
Discover Holistic Wealth Planning with FourThought
As we continue to navigate our financial journeys together, we wanted to share some insights on the importance of a holistic wealth plan and how it can profoundly impact your life. Holistic Wealth Planning: A Comprehensive Approach At FourThought, we believe a truly...
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...
Financial Independence for Young Professionals
The “Financial Independence for Young Professionals” webinar, the third installment of our Family Financial Readiness and Stewardship series at FourThought, delved into the 5 “FourThoughtisms” for your 20s. James Stamper, Senior Planner, and Scott Pinkerton, CFP®, AIF®, CIMA®, CPWA®, shared 5 ideas for young adults to assist them in making smart financial choices:
Stay out of debt
Invest, don’t speculate
Good financial habits
Pay yourself first
Alignment
Feel free to share this summary with any young adults you know to help equip them with the tools for making better financial decisions and experiencing less stress throughout their lives.
Navigating Financial Conversations with Teenagers
https://vimeo.com/929888725?share=copy
Family Financial Readiness and Stewardship Episode 1: Early Family Foundations
https://vimeo.com/915963473?share=copy
Pack Your Gear: Exploring the Wilderness of Q1 2024
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.
Understanding Florida Homeowners Insurance And Its Difficulties
https://vimeo.com/890323149 Authors:Chris Novotney, CAPI, VP and Private Client AdvisorScott Medley CAPI, Managing Principal
Video Resources
From The FourThought Team
Coffee With Fourthought
https://vimeo.com/1108419430
“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...
Financial Independence for Young Professionals
The “Financial Independence for Young Professionals” webinar, the third installment of our Family Financial Readiness and Stewardship series at FourThought, delved into the 5 “FourThoughtisms” for your 20s. James Stamper, Senior Planner, and Scott Pinkerton, CFP®, AIF®, CIMA®, CPWA®, shared 5 ideas for young adults to assist them in making smart financial choices:
Stay out of debt
Invest, don’t speculate
Good financial habits
Pay yourself first
Alignment
Feel free to share this summary with any young adults you know to help equip them with the tools for making better financial decisions and experiencing less stress throughout their lives.
Navigating Financial Conversations with Teenagers
https://vimeo.com/929888725?share=copy