THOROUGHBRED ADVISORS QUARTERLY NEWSLETTERS
We hope that our quarterly client newsletter will bring you closer to us, and closer to your own definition of Financial Security and Prosperity as we share our various financial planning strategies, highlight community leaders and experts, and bring attention to valuable community events!
MORE RESOURCES AND INSIGHTS
Learn about planning for retirement, saving for college, investing, insurance and more.Understanding and feeling good about your finances goes a long way.

Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Learn More

Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Learn More

The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn More
MEET OUR TEAM
We're represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. With offices in Latham and Queensbury New York, we continue to deliver our brand of planning to the individuals, families and businesses of our region.