April 27, 2020 Four Facts: The Energy Sector

Here is our latest version of "Four Facts with FourThought," featuring our Chief Investment Officer Patrick Baumann. This week's facts come from the U.S. Energy Information Administration and focus on oil and the energy sector. https://vimeo.com/412771153

Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty

One of the four key principals of our investment strategy at FourThought Institutions 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 our...

On Mixed News from the Fed, We’re Doing What We Always Have: Investing in Quality Companies

Two days ago, on June 10 of this week, the Federal Reserve met and proclaimed their intentions: they plan to keep interest rates at or near zero for the foreseeable future. There will be little to no rate increase until at least 2022. And, according to Fed Chairman...
Foreign currency

Active Versus Passive Management for International Funds? Yes.

The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...

International Investing: Active Management Allows Targeted Investing In An Uncertain Global Environment

FourThought Institutions discusses international investing and active management in an uncertain global environment.

Economic Commentary