Broker Check

Travis Terry, CPA     (603) 898-2511

Blog

Congratulations & welcome to our filter from the all the noise & distraction of opinion out there!  Our filter is simple:  do the tax implications make sense against the investment idea and does the idea have merit to the Main Street investor?

Through that filter we aim to provide relevant original thoughts & curated articles from sources around the web to help you make the most informed decisions you can in a time-efficient fashion!

 

Thursday, October 17, 2019

Hello! Join us in watching Mark Landry, our Director of Portfolio management, as he addresses these 6 categories: https://www.youtube.com/watch?v=jT9JkXDMxw0&feature=youtu.be Equities, how they're performing among various factors...

 

Wednesday, October 2, 2019

When it comes to homes & investment properties, you might not be interested in spending 6 figures! Realtor.com came out with a list of the top ten US markets with homes for less than $100k. If your work is remote or maybe you're...

 

Wednesday, October 2, 2019

Recently, Bloomberg took our common communication framework about how to linguistically express a person's wealth and turned it on its head. Their reasoning? Millionaire & billionaire have become too broad of terms, stating,...

 

Wednesday, September 25, 2019

I was recently reading NH Business Review's recent article on Dyn's effect on the Manchester NH area. It has some really interesting insights into one of the largest players in that local economy and it was really cool to learn about...

 

Tuesday, September 24, 2019

Avantax’s Director of Portfolio Management, Martin Landry, has launched the newest version of his market and economy update video series. In this September video, Martin discusses the economic expansion and the strong jobs report...

 

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Thursday, September 12, 2019

Exciting news! You may know that HD Vest has been our supporting wealth-management firm for the life of our practice. You may not know that Blucora, the parent company of HD Vest, had bought our direct & main competitor 1st...

 

Friday, July 19, 2019

Have you ever heard of the Icarus Deception? It stems from ancient Greece and bubbles up from time to time in our modern culture. Icarus was the son of Daedalus, a famous inventor. They were commissioned by the king Minos of the island...