We can fear it, or we can embrace it.
A down market can be unsettling. Taking distributions during a decline can cause long-term damage to your portfolio, especially later in life.
A downturn can also be an opportunity if your portfolio is designed to capture it.
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.
Thomas Financial, one of the nation’s leading providers of insurance solutions…