Fourth Point Wealth

Fourth Point Wealth We serve successful professionals and retirees who aspire to a work-optional lifestyle and a secure

Mid-year is a great time to check in on your charitable giving strategy. With important tax changes on the horizon for 2...
07/28/2026

Mid-year is a great time to check in on your charitable giving strategy. With important tax changes on the horizon for 2026, our team is helping many people look at key thresholds and plan ahead with confidence.

These updates won’t necessarily change how generous you are, but they can influence the timing and structure of your giving so you can make the biggest impact.

If you want help reviewing your current approach or preparing for the 2026 limits, we’re here to guide you every step of the way.

Market volatility and market risk may sound similar, but they play very different roles in how portfolios behave over ti...
07/23/2026

Market volatility and market risk may sound similar, but they play very different roles in how portfolios behave over time. Understanding each helps investors make more confident, long-term decisions that support financial freedom.

We put together a quick breakdown to help you see how these concepts influence an investment strategy. Take a look and let us know what stands out to you.

If you’re considering adjustments to your portfolio or want clarity around your investment approach, our team at Fourth Point Wealth is here to support you. Reach out anytime to start the conversation.

The biggest risk in NIL isn't the money. It's the lack of financial education.The headlines focus on seven-figure NIL de...
07/20/2026

The biggest risk in NIL isn't the money. It's the lack of financial education.

The headlines focus on seven-figure NIL deals and multimillion-dollar recruiting classes. But after working directly with collegiate athletes and their families, I've become convinced the bigger story isn't how much money athletes are making...

It's how unprepared many are to manage it.

These young athletes are balancing school, training, competition, media obligations, and suddenly—more financial responsibility than many adults have ever experienced.

Unfortunately, we've also seen firsthand that success attracts attention.

We've watched athletes become targets for questionable investment opportunities, insurance products they don't need, and advisors more interested in gathering assets than providing education. Young people with growing wealth and an exciting future can be easy targets for those looking to profit from their inexperience.

This isn't because they're careless.

It's because no one has taught them how to navigate this new reality.

Financial education should be just as important as strength training, nutrition, sports psychology, and academic support.

Every athlete should understand:
• How NIL income is taxed.
• How to evaluate financial advice.
• How to identify conflicts of interest.
• How to build a trusted team around them.
• How to turn today's income into lifelong financial security.

The athletes who build lasting wealth won't necessarily be the ones with the biggest NIL deals.

They'll be the ones who make the best financial decisions.

As NIL continues to reshape college athletics, I hope schools, families, and athletic departments recognize that financial literacy isn't an optional benefit anymore—it's a necessity.

The opportunity is life-changing.

The education should be too.

What role do you think colleges should play in preparing student-athletes for financial success beyond the game?

07/04/2026

Wishing everyone a safe and happy Independence Day! We hope your 4th of July weekend is filled with fireworks, fun, and good company with your loved ones. 🎇

The   is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finan...
06/25/2026

The is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finances. Here are a few simple items to review to make sure you’re still on track.

Which one are you starting with? Tell us in the comments. 👇

06/21/2026

Today we celebrate the lessons, guidance, and support that lasts a lifetime. to the father figures who lead by example and confidently help us build our futures. 💙

06/19/2026

Today we honor Juneteenth, a symbol of resilience and progress for our nation. Our offices are closed in recognition of this significant moment in history.

06/16/2026

Helping your adult children financially is natural, but temporary support can quietly turn into long-term dependency. Setting financial boundaries and focusing on guidance protects your future while helping them build independence.

You can sort this helpful library of content by selecting any of the menus below, or simply scroll to see what’s available.

06/12/2026

An in-plan Roth conversion lets you transfer certain pre-tax retirement savings into an after-tax Roth account, so future growth and qualified withdrawals can be tax-free. The tradeoff? You’ll pay taxes on the amount you convert now.

In the right situation, it can be a smart way to manage your tax exposure over time. It all comes down to timing and your long-term plan. Get the details here and see when it might make sense for you:

You can sort this helpful library of content by selecting any of the menus below, or simply scroll to see what’s available.

06/10/2026

Budgeting doesn’t have to be overwhelming. Watch our quick video to learn simple steps to organize your finances and confidently plan for what’s next.

You can sort this helpful library of content by selecting any of the menus below, or simply scroll to see what’s available.

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4100 Newport Place Drive Suite 160
Newport Beach, CA
92660

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