FourThought Private Wealth

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.

07/13/2026

July's Coffee with FourThought is available!

Joel Johnson and Jake MacFarlane break down what happened in the markets in June, what the new Fed chair is signaling, and what the history of IPOs tells us, including a closer look at SpaceX,
OpenAI, and what may still be coming.

Whether you're curious about your portfolio, the Fed's next move, or all the buzz around high-profile IPOs, this is a great conversation to tune in to.

Watch here: https://youtu.be/Psp7cSEHD-k

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

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Joel Johnson and Jake MacFarlane are back for July's Coffee with Fo...

06/05/2026

If you missed June’s Coffee with FourThought, the replay is now available.

In this month's session, our planners reviewed:
• Strong May market performance and year-to-date trends across global markets
• Why diversification continues to matter as market leadership broadens
• Rising interest rates, bond yields, and what they mean for investors
• Housing market activity, inflation concerns, and key economic indicators
• How AI is impacting employment, productivity, and corporate profitability
• SpaceX's upcoming IPO, valuation considerations, and investor risks
• Q1 earnings highlights, including NVIDIA and Home Depot

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

June's Coffee with FourThought features Joel Johnson with special g...

05/27/2026

Join Director of Planning Joel Johnson and Senior Research Analyst Jake MacFarlane for an educational discussion focused on the latest earnings season, market developments, and portfolio positioning considerations for the months ahead.

They’ll share timely insights on what companies are reporting, how markets are reacting, and what investors should be watching as we move through the middle of 2026. The conversation will also cover broader planning considerations and portfolio themes shaping today’s investment landscape. It’s a simple way to help you stay informed without the noise of daily headlines.

Attend live, submit questions in advance, and gain a clearer perspective on the trends and opportunities we’re monitoring this summer.

Thursday, June 4 at 10:00 a.m. ET
Live on Zoom

Register to save your spot:

01/20/2026

After nearly 30 years in financial services, Larry Cuervo has worked at both boutique firms and large institutions. That perspective shaped his decision to join FourThought Private Wealth.

Larry shares why firm structure matters more than people realize, and how a boutique model allows advisors to stay closer to clients, move faster, and deliver more thoughtful, personalized advice.

If you’ve ever wondered what really makes an advisory relationship work, his perspective is worth a few minutes.

Why Choosing a Boutique Wealth Firm Matters Selecting a financial advisor isn’t just about investment performance or brand recognition. It’s about trust, responsiveness, and finding a professional who truly understands the complexity of a client’s life and legacy. After nearly three decades in...

01/09/2026

If you missed January’s Coffee with FourThought, the replay is now available.

This month’s conversation takes a step back from daily headlines to reflect on what shaped markets in 2025 and what investors are watching as 2026 begins. We focus on context, expectations, and long-term discipline rather than predictions or short-term market moves.

Coffee with FourThought is designed to be an educational discussion. A simple way to stay informed without feeling overwhelmed.

January’s Coffee with FourThought opens the year with a calm, grounded review of where markets have been and what lies ahead. Joel Johnson and Jake MacFarlane reflect on the key forces that shaped markets in 2025, including earnings growth, valuation changes, inflation trends, and interest rate dy...

01/06/2026

Coffee with FourThought | January Edition

This educational discussion features Director of Planning, Joel Johnson, and Senior Research Analyst, Jake MacFarlane, as they share timely insights, planning considerations, and perspectives on current financial topics. It’s a simple way to stay informed without the noise of daily headlines.

Attend live, submit questions in advance, and start the year with a clearer view of what we’re watching as 2026 takes shape.

Thursday, January 8 at 10:00 a.m. ET, Live on Zoom

Register to save your spot:

12/22/2025

Quick visit from Santa. Merry Christmas and Happy New Year from our FourThought family to yours!

Please note the change in our hours during the holiday:
Early Close December 24 at 1:00 p.m.
Christmas Day, December 25, Closed
New Year's Day, January 1, Closed

12/12/2025

It’s been a milestone year at FourThought Private Wealth, and we’re excited to celebrate several team promotions along the way.

These leadership advancements reflect the growth of our firm and the people who help serve our clients every day. We’re grateful for their dedication and proud to see them take on expanded roles.

Learn more in the full announcement.

https://na2.hubs.ly/H02y3qf0