Many people retire before required minimum distributions begin. Those years can be a tax planning sweet spot. In many...
Roth conversions before RMDs: using the gap years wisely
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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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Perseverance Act II: The Receding Flood Economic Outlook 2nd Q 2023
https://vimeo.com/816205669
Structured Notes
https://vimeo.com/812466709
Income Opportunities Global
https://vimeo.com/812464407
Silicon Valley Bank Update
Silicon Valley Bank Update - Whitepaper
Charitable Giving Tax Strategies
https://vimeo.com/802082779 Charitable Giving White Paper 2023
4 Minutes With FourThought
https://vimeo.com/799906304/89f3336b6d
FourThought’s 10 Predictions For 2023
https://vimeo.com/798523421
Hurricane Ian – Perseverance
Our headquarters is in Venice Florida. In late August we were hit by Hurricane Ian. Prior to Ian, Venice never suffered serious hurricane damage. Why? I have heard just about every crazy hurricane theory/reason; from offshore Indian burial grounds to weird...
Video Resources
From 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,...
5 Minutes With FourThought Part 1: Looking In The Rear View
https://vimeo.com/858642339
GPS, Roadmap, or Intuition: How To Navigate When The Directions Conflict
https://vimeo.com/847318349?share=copy
Dollars & Sense: Cash Strategies for Higher Rates and Protection
https://vimeo.com/830249419?share=copy
Compassion into Action with Charitable Giving
https://vimeo.com/819844801