Team Kerr

Team Kerr I am an insurance and investments representative with 35+ years experience helping clients manage risks and achieve key financial and life goals.

My specialty is working with individuals, small businesses, and professional firms. James Kerr is a Registered Representative and Investment Adviser Representative of/and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd., Latham, NY 12110, 518-608-4608. Thoroughbred Advisors is independent of Equity Services, Inc. I

n CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. James Kerr is licensed to sell securities in New York and insurance-licensed in New York. An endorsement of this individual may not reflect others’ views or experience. TC7088892(1024)3

Want to know if you or your loved ones qualify? Read more about these important changes and what they mean for retiremen...
08/20/2025

Want to know if you or your loved ones qualify? Read more about these important changes and what they mean for retirement planning.

Keep your clients up to date with the implementations of the Social Security Fairness Act and what timelines to expect.

Generate income and rebuild principal. A powerful one-two punch.
08/18/2025

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

\$100 not spent is more like \$143. Intrigued?
08/15/2025

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/13/2025

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Every year since 1947, the U.S. President pens an economics textbook.
08/11/2025

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

How familiar are you with the Federal Reserve? Here is a quick history.
08/08/2025

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for ...
08/07/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Monthly Market Insights | August 2025 U.S. Markets Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs. The Standard & Poor’s 500 Index gained 2.17 percent, while the Nasdaq Composite rose 3.70 percent. The Dow...

The truth is a little more complicated with these personal finance idioms.
08/06/2025

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

How much is enough for your emergency fund?
08/04/2025

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Could you find acres of diamonds in your own backyard? Watch this video.
08/01/2025

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Armonk, NY
10504

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+19142402215

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