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...
financial planning
Coffee with FourThought [June 2025] Economic Update
Coffee with FourThought – your personal economic pulse check.
Each month we will offer a concise market recap, state of the economy, and live Q&A, so you can walk away with real insight, not more noise.
Cut through financial clutter with clear, timely insights
Ask your own questions in real time
Hear directly from the experts guiding our Signature strategy
Q2 Economic Review: Patriots In The Fog
Download Our Latest Whitepaper HERE COVID-19: Our Yorktown Battle Think back to the American Revolutionary war and The Battle of Yorktown which proved to be the decisive engagement of the war. The British surrender forecast the end of British rule in the colonies and...
2022 1st Quarter Economic Review and Commentary: Take Me To The River
Download Our Latest Whitepaper HERE “No man ever steps in the same river twice. For it’s not the same river and he’s not the same man.” - Heraclitus Think of a river downstream from a dam release; when the water is released the river is filled with water and strong...
Our View: Inflation – Targets Can Shift Or Be Moved. Know How To Separate The News From Noise
Download Our Latest Whitepaper HERE If you recall from our Fourth Quarter Economic review, our topic was Stay on Target. At the end of the newsletter we stated, “Targets can shift or be moved” and “we need to know how to separate the news from the noise.” As we have...
The Heart of the Matter: Planning Holistically
Disco Inferno: Inflation Hot!
Disco Inferno - Inflation Hot! Are We Going Back to the 70's? (To download a printable pdf of this white paper, click HERE). Back in the 70's The last time the USA had crippling inflation was in the late 1970s when Managing Partner and Co-Chief Investment Officer,...
Cash Flow Planning for Financial Freedom Investors
Here’s our latest video on cash flow planning.
