At FourThought Private Wealth, we are deeply honored to announce that we have been recognized on Forbes’ list of America’s...
FourThought Private Wealth Celebrates Recognition on Forbes’ Top RIA Firms List for 2024
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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
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
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Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty
One of the four key principals of our investment strategy at FourThought Private Wealth is summarized in the statement, “Don’t eat the goose!” This is an obvious reference to Aesop’s “The Goose that Laid the Golden Egg.” This 1500-year-old fable is so ingrained in...
Four Facts for May 13: The VIX, Consumer Price Index and More
https://vimeo.com/418038974
Which Way to Economic Recovery?
What are the markets and investments going to do over the next 12-18 months? Most financial advisors will respond, “No one can know, so just stay the course.” At FourThought Private Wealth, we think this is a cop-out. We agree that no one can see the future, but that...
The Yogi Berra Approach to Forecasting an Economic Recovery
One of the most popular philosophers in the modern era was born on May 12, 1925. He served in the United States Navy during the Normandy landings during World War II, a role which earned him a purple heart. He also played professional baseball. His quips about life...
Four Facts for April 27: Comparing Current Unemployment to 2008 and More
https://vimeo.com/412339804
Is Now the Time to Convert Your Traditional IRA to a Roth and Save?
I had a good friend who lived to be 95 years old. Over the course of his final year, he constantly talked about his and his late wife’s 75th wedding anniversary approaching at the end of spring. He wanted to celebrate their life together one more time. Late one April...
2020 Q2 Economic Review and Commentary
With a full quarter behind us, what does the economic data look like? What can it suggest for the current quarter and this year? Listen to our Q2 2020 Economic Review and Commentary, “Treading Water.” Simply click the link below and register; there is no cost to...
Four Facts for April 20: Zoom’s Market Cap and More
https://vimeo.com/409810075
Video Resources
From The FourThought Team
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.
Four Facts for April 27: Comparing Current Unemployment to 2008 and More
https://vimeo.com/412339804
Four Facts for April 20: Zoom’s Market Cap and More
https://vimeo.com/409810075