Needham Advisory Corporation

Needham Advisory Corporation Needham Advisory Corporation is a full-service investment management and financial counseling firm.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/12/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

We recognize how difficult it can be to set aside the strong emotions that often arise during major geopolitical events,...
03/07/2026

We recognize how difficult it can be to set aside the strong emotions that often arise during major geopolitical events, such as the start of the war in Iran on February 28, 2026. However, as difficult as it may be, investment decisions driven by short-term fear should be avoided, as history has consistently shown that long-term investing outshines attempts to time the market during periods of volatility.

Here is what we know so far:

💠Oil prices have risen and may continue to increase, with the Strait of Hormuz effectively closed.
💠Global markets have closed lower and may continue to experience volatility in the coming days.
💠Gold, a safe-haven asset, has surged.
💠There is some risk of limited economic impacts tied to these developments, depending on how the situation unfolds.

However, there are still unknown variables, including how long the war will last, whether the conflict will expand beyond the current fighting in Iran and Hezbollah, and who will rise to power in Iran.

Ultimately, the decisions made by Iran, Israel, the United States, and other countries may influence markets and the broader economy

We understand that periods like this can feel uncertain. Please know that we are actively monitoring developments, assessing long-term opportunities, and considering your specific financial situation. We will continue to keep you informed of meaningful market and economic updates.

If you have questions in the meantime, do not hesitate to reach out.

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic ...
02/06/2026

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.

Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.

Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!

If you’re thinking about retirement, you might be considering Social Security benefits as part of your plan. But you mig...
01/15/2026

If you’re thinking about retirement, you might be considering Social Security benefits as part of your plan. But you might not realize that you could be preparing now to help increase your benefit later.

Here are some key Social Security strategies that could help maximize your benefit more — and bring you greater peace of mind down the road:

✅ Work at least 35 years - Social Security is based on your 35 highest-earning years. If you’re only a few years off of this target, you may want to consider working until you hit the 35-year mark.

✅ Consider additional earning opportunities - Raises, promotions, or side gigs that increase your income can count toward a higher future benefit.

✅ Check your earnings record - Errors or missing income can shrink your future payments. Review and correct them through your My Social Security account.

✅ Wait until full retirement age - Claiming Social Security benefits early can reduce your monthly amount for life. Waiting until your full retirement age can pay off.

✅ Consider delaying benefits - For every year you delay past your full retirement age, your benefit increases. Depending on your personal health and financial needs, delaying your Social Security benefits can help you earn more as you age.

While these strategies may work for some, it’s important to discuss the best approach for your unique situation with a financial advisor.

That’s where we come in. Give us a call today, and we can discuss a holistic wealth management strategy that considers current needs and future goals.

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swi...
01/15/2026

With tax laws shifting and retirement planning top of mind for many, we are sharing an overview of Roth conversions. Swipe through to learn more.

Want to talk through incorporating Roth IRAs and conversion into your financial plan? Give us a call today to get started.

Happy New Year! As we step into 2026, we’re taking a moment to reflect on the year behind us and look ahead to what’s ne...
12/31/2025

Happy New Year!

As we step into 2026, we’re taking a moment to reflect on the year behind us and look ahead to what’s next. Thank you for the trust you’ve placed in us. We’re honored to support you and look forward to what the new year holds.

Please note that our office will be closed on January 1st and 2nd. We’ll be back on January 5th, ready to hit the ground running.

Here’s to new goals, fresh starts, and a year full of possibility!

As the year draws to a close, we want to share our hope that this holiday season brings each of you peace, joy, and time...
12/15/2025

As the year draws to a close, we want to share our hope that this holiday season brings each of you peace, joy, and time to recharge with the people who matter most.

Please also note: Our office will be closed from December 24th to 26th, allowing our team to enjoy a well-deserved break.

Happy Holidays!

As Thanksgiving arrives, we want to extend a heartfelt thank you to our wonderful network. Your partnership, trust, and ...
11/27/2025

As Thanksgiving arrives, we want to extend a heartfelt thank you to our wonderful network. Your partnership, trust, and continued support mean the world to us.

Please note that our office will be closed on Thursday, November 27th, and Friday, November 28th, to allow our team to enjoy time with loved ones. We'll resume regular business hours on Monday.

Wishing you a joyful, restful, and gratitude-filled Thanksgiving!

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who...
11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

October is Financial Planning Month, and there’s no better time to test your investment knowledge! Ready to challenge yo...
10/09/2025

October is Financial Planning Month, and there’s no better time to test your investment knowledge! Ready to challenge yourself? Swipe through to test your investment terminology knowledge.

How did you do? If you’re curious about these financial terms or have questions, we’re always here to help. Give us a call anytime.

With the end of the year fast approaching, now is the time to take advantage of smart financial moves that can help posi...
09/25/2025

With the end of the year fast approaching, now is the time to take advantage of smart financial moves that can help position you for long-term success. Swipe through for key strategies to consider before December 31st.

Taking these steps now can help you finish the year on a strong financial note. Have questions or want to strategize? We’re here to help — reach out today!

Address

861 Turnpike Street
North Andover, MA
01845

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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