How to navigate the coming changes in the markets while keeping your family and financial goals in view. Investments: Pay...
FourThought 2026 Look 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
Year-End Tax Tips for Retirement
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
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...
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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
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
Video Resources
From The FourThought Team
Coffee with FourThought | Sept 2025 Market Update: Rates, Earnings & Giving Changes
https://vimeo.com/1116761596
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...
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.