4M Capital and Retirement Services

4M Capital and Retirement Services

"Securities and advisory services offered through Cetera Advisor Networks LLC, a Broker-Dealer and a Registered Investment Adviser, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.".

After 20 years on Wall Street I founded 4M Capital in 1999 as a full service financial and retirement planning company focused on service rather than sales. We have since grown into a very prominent practice by maintaining that model. Although much of our practice is focused on company pension plans and fee based advisory accounts, all of our clients get the same treatment of the best service possible regardless of the size of the account. Small accounts today become the larger accounts of tomorrow. Feel free to contact us with all of your questions and see if we can be of help.

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The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/377Drs

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Fed steps in to stabilize commercial paper market. Cetera Investment Management expect much-needed fiscal stimulus from Congress soon. Direct payments to impacted individuals.

https://h.ptsm.us/o4bCy

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The Fed meets early to cut rates to zero. Monetary policy is not the preferred tool for COVID-19 though and markets are looking for fiscal stimulus from Congress.
https://h.ptsm.us/3AuT3f

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The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/3xI4Gy

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The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/woPvn

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Equity volatility is on the rise as coronavirus weighs on markets. Cetera Investment Management analyzes the recent developments and what this means for your portfolio.
https://h.ptsm.us/3PAaaF

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As coronavirus spreads to other nations, stocks are selling off. Cetera Investment Management analyzes the recent developments and what this means for your portfolio.
https://h.ptsm.us/27q906

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The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/3cyq80

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classifieds.usatoday.com

Celebrities take sabbaticals, and you can too!

Ever find yourself daydreaming of living across the world and immersing yourself in a new culture, friends, food, or perhaps a new language? People are seeking ways to immerse themselves in more meaningful experiences. https://h.ptsm.us/1RX3zl

classifieds.usatoday.com (BPT) - By George Karris, Cetera Financial GroupEver find yourself daydreaming of living across the world and immersing yourself into a new culture, new friends, new food, or perhaps a new language to gain a deeper understanding of the unfamiliar? As the world becomes more globally interconnected, p...

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The Monthly Recap summarizes market performance, major events and news from the previous month.
https://h.ptsm.us/1gcqR6

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4mcapitalandretirement.com

The Rule of 72

Do you know how long it may take for your investments to double in value?

4mcapitalandretirement.com Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

4mcapitalandretirement.com

Monthly Market Insights | February 2020

Last month, caution and confidence ruled the markets as prices surged, only to drop with the spread of the coronavirus.

4mcapitalandretirement.com Stock prices were mixed in January as prices surged, thanks to strong economic news, only to retreat sharply in the second half due to concerns of the potential economic impact of the coronavirus.

marketwatch.com

Avoid these 3 estate-planning mistakes and make probate cheaper and easier for your loved ones

Who will inherit your investments and bank accounts? MarketWatch notes why you should review beneficiary forms: https://h.ptsm.us/21GLzy

marketwatch.com At the very least, fill out simple forms to make sure your bank accounts and investments immediately go to your heirs

Timeline Photos

4mcapitalandretirement.com

Retiring the 4% Rule

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

4mcapitalandretirement.com A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

4mcapitalandretirement.com

Don't Buy The Hype

Have you heard these three common misconceptions about #SocialSecurity?

4mcapitalandretirement.com There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

4mcapitalandretirement.com

Asset Allocation

You've allocated your assets; you just may not realize it yet. #AssetAllocation

4mcapitalandretirement.com Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

4mcapitalandretirement.com

The Other Sure Thing

“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance

4mcapitalandretirement.com Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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Read the latest weekly market update from Cetera Investment Management:
http://resources.cetera.com/weeklyvantagepoint
https://h.ptsm.us/2e1TIJ

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Events on Wall Street

When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.

4mcapitalandretirement.com Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

4mcapitalandretirement.com

Choosing a Business Structure

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

4mcapitalandretirement.com Entrepreneurs all face the same question, “Which business structure should I adopt?”

4mcapitalandretirement.com

Insuring Your Business With a Buy/Sell Agreement

There are ways to protect your business in the event of your death or the death of a partner.

4mcapitalandretirement.com It may help your business be better prepared in the event of the death of a principal or key employee.

Timeline Photos

Timeline Photos

Timeline Photos

Timeline Photos

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Does Your Portfolio Fit Your Retirement Lifestyle?

A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?

4mcapitalandretirement.com Lifestyle considerations in creating your retirement portfolio.

4mcapitalandretirement.com

Please Leave Home Without It

Concerned about identity theft? Some things to leave at home. #IdentityTheft

4mcapitalandretirement.com Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

clark.com

26 Senior Restaurant Discounts - Clark Howard

Personal finance website Clark.com lists 26 senior restaurant discounts: https://h.ptsm.us/mBry3

clark.com Looking for senior restaurant discounts? While age may be just a number, some ages can help you keep more money in your wallet!

4mcapitalandretirement.com

Pay Yourself First

When was the last time you paid yourself first?

4mcapitalandretirement.com It sounds simple, but paying yourself first can really pay off.

4mcapitalandretirement.com

How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax

4mcapitalandretirement.com For homeowners who think their property taxes are too high, there are ways to appeal.

4mcapitalandretirement.com

Your DNA Test

If your family relies on your income, you may need a DNA test — or Detailed Needs Analysis. #LifeInsurance

4mcapitalandretirement.com If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

4mcapitalandretirement.com

You May Need to Make Estimated Tax Payments If…

Learn more about whether you need to pay estimated taxes.

4mcapitalandretirement.com Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

4mcapitalandretirement.com

Monthly Market Insights | January 2020

Last month, a wave of trade optimism and solid economic data, coupled with a strong jobs report encouraged investors, sending stocks higher.

4mcapitalandretirement.com Riding a wave of trade optimism and solid economic data, stocks notched solid gains in December, capping off an exceptional year for the equity markets.

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The Weekly Recap summarizes market performance, major events, and news from the previous week. https://h.ptsm.us/UpsBw

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Telephone

Address


1895 Walt Whitman Road, Suite #6
Suffolk County, NY
11747

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 15:00
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