Market Pulse February 3, 2022

Historically, taming inflation has increased the risk of recession. In this dance in which the Federal Reserve tries to keep workers employed but with wages whose buying power isn’t destroyed by inflation, those in control of monetary policy cannot afford to have two left feet. We invite you to call us to discuss how this data informs our strategy and how a ZENdex Portfolio could be a powerful addition to your overall investment mix.

Holistic Financial Planning

Holistic financial planning is an ongoing process, defined and directed by your personal and financial needs and goals, as well as your values. We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan, which will enable you to achieve your most important aspirations in the future.

Market Pulse January 12, 2022

At 7%, inflation is still running hot. Now the Fed is poised to raise short-term interest rates and shrink its balance sheet – both are actions that “tap the brakes” on economic growth.
We invite you to call us to discuss how this data informs our strategy and how a ZENdex Portfolio could be a powerful addition to your overall investment mix.

Welcome to Market Pulse by Thomas Financial

We invite you to call us to discuss how this data informs our strategy and how a ZENdex Portfolio could be a powerful addition to your overall investment mix. We weigh the data below heavily when developing our portfolio strategy, in which we aim to maximize the relationship between performance and protection while minimizing taxation.

Leslie Darrigo, Chief Operating Officer

Thomas Financial Names Leslie Darrigo as a Firm Principal

Anyone who has done business with Thomas Financial knows Chief Operating Officer Leslie Darrigo as a fierce client advocate from the underwriting process until the final claim is paid. In recognition of her 37 years of service excellence with Thomas Financial, we are proud to announce her appointment as a Principal and Equity Partner.