FourThought Private Wealth

10/16/2026

Joel Johnson and Pedro Leon sat down to review September markets, including what the Fed decided and what inflation, jobs, housing, and oil are telling us.

Then they get into 2026 year-end tax planning, including charitable deductions, SALT, and estate and gift limits.

Watch here: https://youtu.be/6J-7koHewIY?si=0mVXGcv--e5Y45cN

This content is for informational and educational purposes only and should not be considered individual investment or tax advice.

This month on Coffee with FourThought, Joel Johnson, Director of Pl...

09/24/2026

Heard about Trump Accounts and wondering if they belong in your family's plan? Joel Johnson and Alex Herrington from FourThought Private Wealth walk through the basics: eligibility, taxes, and how they stack up against 529s and custodial accounts.

Watch here: https://youtu.be/fINuTXH_Tzs?si=DFszfpid2Jcg7poj

This video is for educational purposes only and should not be considered personalized investment, legal, or tax advice. Consult your financial, tax, and legal professionals before making financial decisions.

09/10/2026

We’re pleased to share a recent conversation featuring Scott Pinkerton, CEO of FourThought Private Wealth, on the Business Observer’s "From the Corner Office" podcast.

Scott joins Managing Editor Mark Gordon for a conversation about his career, the growth of FourThought and his perspective on building a wealth management firm focused on helping families flourish for generations to come.

Watch: "The Golden Touch" with Scott Pinkerton https://youtu.be/HodE1pXb7cM?si=967lZBtfg6rF8Ndz

FourThought Private Wealth is an SEC-registered investment adviser. This content is for educational purposes only and does not constitute investment advice.

09/08/2026

New episode: September’s Coffee with FourThought is here!

Joel Johnson and Jake MacFarlane review August markets, the latest economic data and key takeaways from the close of earnings season. They also explain private credit, why it has grown and the potential benefits and risks investors should understand.
The episode closes with answers to client questions about market valuations, Nvidia and the upcoming midterm elections.

Watch here: https://youtu.be/Hh0YeMdsmqU?si=hzdLEazhS3El71FW

This presentation is for informational purposes only and should not be considered individual planning or investment advice.

This month, Joel Johnson and Jake MacFarlane review a stronger Augu...

08/25/2026

We’re proud to announce that Alex Herrington, CFP®, has been named to the 2026 Forbes Best-In-State Next-Gen Wealth Advisors list.

Developed by SHOOK Research, this recognition is earned through experience, integrity, and commitment to clients. Neither advisors nor their firms pay to be included in the ranking.

Congratulations, Alex, on this well-deserved recognition.

Read more about the recognition: https://www.forbes.com/lists/best-in-state-next-gen-advisors/

Learn more: www.fourthought.com

Data provided by SHOOK® Research, LLC. Data as of 3/31/26 Source: Forbes.com (August, 2026). SHOOK considered advisors born in 1987 or later with a minimum 4 years as an advisor. View Forbes methodology: https://www.forbes.com/sites/molly-bennard/2026/08/11/methodology-2026-forbes--shook-top-next-gen-wealth-advisors/

Explore Forbes' 2026 ranking of the best next-gen wealth management advisors in each state. See who made the list of featured financial advisors across the country.

08/21/2026

Protect your family, your wealth, and your legacy. Join us Wednesday, August 26, from 4:00 to 5:30 pm at State College of Florida in Venice, for Protecting Your Assets, a complimentary seminar.

Joel Johnson of FourThought Private Wealth will be joined by Steven Ledbetter, Esq. and David Joyner to discuss financial planning, insurance, and estate strategies, and how they work together.

Space is limited, sign up today at: https://www.tickettailor.com/.../ledbetterlawgroup/2312910

More details available on the event page: https://www.facebook.com/events/1317911163700323

08/17/2026

Your future deserves a plan - Join us for Protecting Your Assets, a complimentary seminar on Wednesday, August 26, from 4:00 to 5:30 pm at State College of Florida in Venice.

Joel Johnson of FourThought Private Wealth will be joined by Steven Ledbetter, Esq. and David Joyner to discuss financial planning, insurance, and estate strategies, and how they work together.

Space is limited, sign up today at: https://www.tickettailor.com/.../ledbetterlawgroup/2312910

More details available on the event page: https://www.facebook.com/events/1317911163700323

08/13/2026

Join us for Protecting Your Assets, a complimentary seminar on Wednesday, August 26, from 4:00 to 5:30 pm at State College of Florida in Venice.

Joel Johnson of FourThought Private Wealth will be joined by Steven Ledbetter, Esq. and David Joyner to discuss financial planning, insurance, and estate strategies, and how they work together.

Space is limited, sign up today at: https://www.tickettailor.com/events/ledbetterlawgroup/2312910

More details available on the event page: https://www.facebook.com/events/1317911163700323

08/11/2026

This month, Joel Johnson and Jake MacFarlane dig into a rocky July for the markets, a Fed that's giving less guidance than ever, and standout earnings from Amazon and Alphabet. They also take on a topic a lot of clients have been asking about: alternative investments, what they are, the tradeoffs involved, and whether they make sense for your portfolio and retirement plan.

Tune in for a clear look at where markets stand and how alternatives fit into the bigger picture.

Watch here: https://youtu.be/V2b66PCiOW4?si=ZUKs2Ju2Zvj5D9kR

This presentation is for informational purposes only and should not be considered individual planning or investment advice.

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This month, Joel Johnson and Jake MacFarlane unpack a volatile July...

07/22/2026

What kind of world are we leaving for the next generation?

We are so proud to announce that our very own Joel Johnson has joined the Board of Trustees for the Big Waters Land Trust. For Joel, raising his young family right here in Sarasota means taking an active role in protecting our beautiful coastlines and waterways so his two-year-old can enjoy them for years to come.

Read the media release here: https://bigwaterslandtrust.org/joel-johnson-joins-big-waters-board-of-trustees/

Big Waters Land Trust is pleased to welcome Joel Johnson to its Board of Trustees. A longtime supporter of Big Waters, Johnson brings his professional expertise and a personal commitment to protecting the region’s natural spaces for future generations.