Thoroughbred Advisors

Thoroughbred Advisors Thoroughbred Advisors, LLC is independent of Equity Services, Inc. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

Your Financial Future Deserves More Than Big Box Experience personalized retirement planning, investment strategies, and insurance solutions built on genuine partnership. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Nation

al Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. Conor Boyd is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Connecticut, New York and Florida. He is also insurance-licensed in Connecticut, New York and Florida. TC101929(0818)p


Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

07/17/2026

We asked the Thoroughbred team what their biggest summer splurge was... ☀️

🍔 Food & drinks won by a landslide, with 50% of the vote!

Summer is full of cookouts, patio dinners, coffee runs, and happy hours—but those little purchases can add up before you know it.

Keeping track of your food and drink spending is a simple way to spot habits, identify opportunities to cut back, and stay on track with your financial goals. Small adjustments today can make a meaningful difference over the course of the season.

How are you keeping your summer spending in check? 🌴💸

Remember, just because you're approved for an apartment doesn't mean it's the right fit for your budget. Finding a place...
07/15/2026

Remember, just because you're approved for an apartment doesn't mean it's the right fit for your budget. Finding a place that supports your financial goals can help set you up for greater confidence and flexibility in the future.

Summer is meant to be enjoyed, but it's also easy for vacations, dining out, weekend adventures, and impulse purchases t...
07/13/2026

Summer is meant to be enjoyed, but it's also easy for vacations, dining out, weekend adventures, and impulse purchases to push your budget off track.

If you've noticed your spending creeping up, don't worry. A quick check-in can help you get back on course.

Here are a few simple ways to stay on top of your summer spending:
☀️ Turn on spending alerts through your bank or credit card.
📱 Use a budgeting app or expense tracker to see where your money is going.
📅 Set aside 10–15 minutes each week to review your transactions and compare them to your budget.
💰 Revisit your financial goals to make sure your spending still aligns with what matters most to you.

Remember, a budget isn't about limiting your fun—it's about making intentional choices so you can enjoy today while still working toward tomorrow's goals

Can you believe we're already halfway through the year?A lot can change in six months—new jobs, growing families, home p...
07/09/2026

Can you believe we're already halfway through the year?

A lot can change in six months—new jobs, growing families, home purchases, unexpected expenses, or shifts in your financial priorities. That's why it's important to check in on your progress and make adjustments when needed.

Mid-year is the perfect time to ask yourself:
✔️ Am I making progress toward my savings goals?
✔️ Am I contributing toward retirement?
✔️ Have I reduced any debt?
✔️ Is my insurance coverage still aligned with my needs?
✔️ Have any major life changes impacted my financial goals?

How are your financial goals coming along this year? We'd love to hear what's going well or what you're focusing on during the second half of the year.

07/08/2026

Meet Our Lakes! 🌊

One of our favorite features of our Latham office is that each of our conference rooms is named after a nearby lake. Summer is the perfect time to get out and explore these beautiful destinations for yourself!

Whether you're planning a weekend of camping and water adventures or spending the day playing mini golf, shopping, and trying new restaurants, there's a lake getaway to fit just about every summer budget.

And while you're exploring the lakes... stop by our Lake George conference room to explore some financial strategies, too. 😉

Navigating what to do with your first paycheck?Your first paycheck is more than just a milestone, it's an opportunity to...
07/07/2026

Navigating what to do with your first paycheck?

Your first paycheck is more than just a milestone, it's an opportunity to start building healthy financial habits.

Before you spend it all, consider these money moves:
💵 Build a simple budget.
💰 Pay yourself first by setting aside savings.
📉 Make a plan for any debt or monthly bills.
📈 Start contributing toward your future, even if it's a small amount.
🎯 Leave room to enjoy the things you worked hard for.

Remember, you don't have to have everything figured out with your first paycheck. The habits you build today can help create more financial confidence tomorrow.

🎆 Happy Fourth of July!Today we celebrate freedom, community, and the people who make life worth celebrating. Wishing ev...
07/04/2026

🎆 Happy Fourth of July!

Today we celebrate freedom, community, and the people who make life worth celebrating. Wishing everyone a safe and happy holiday! ❤️🤍💙

📅 July 2026 Financial Dates & DeadlinesA new month is a great opportunity to stay organized and get ahead of important f...
07/02/2026

📅 July 2026 Financial Dates & Deadlines

A new month is a great opportunity to stay organized and get ahead of important financial tasks. Here are a few dates to keep on your radar this July:

📝 **July 1:** FAFSA applications open for the 2026–2027 school year

🎆 **July 4:** Independence Day (banks closed)

📄 **July 10:** IRS pandemic penalty relief claim deadline

💼 **July 31:** Q2 Payroll Tax Return due date

Financial freedom often starts with staying informed and planning ahead. Save this post, add these dates to your calendar, and take one small step toward staying on top of your finances this month.

🎉 Happy National Financial Freedom Day!Financial freedom doesn't happen overnight—and it doesn't mean you have to be wea...
07/01/2026

🎉 Happy National Financial Freedom Day!

Financial freedom doesn't happen overnight—and it doesn't mean you have to be wealthy to achieve it.

It's about creating options for your future, building healthy financial habits, and making intentional decisions with the money you have today.

A few simple ways to celebrate:

✔️ Review your monthly budget

✔️ Set a new savings goal

✔️ Pay down a portion of debt

✔️ Increase your emergency fund contributions

✔️ Take one step toward your long-term goals

Small actions, repeated consistently, can create meaningful progress over time.

Financial freedom isn't about perfection. It's about building a financial life that gives you confidence, flexibility, and the ability to focus on what matters most.

What's one financial goal you're working toward this year?

Homeownership is more than just buying a house — it’s building stability, memories, and a future. 🏡This Homeownership Mo...
06/30/2026

Homeownership is more than just buying a house — it’s building stability, memories, and a future. 🏡
This Homeownership Month, we’re celebrating every step of the journey, from first-time buyers to longtime homeowners, and reminding people that having a plan can make the process feel a whole lot less overwhelming.
No matter where you are in your homeownership journey, you don’t have to navigate it alone.

Address

421 Troy Schenectady Road
Latham, NY
12110

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15186084608

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