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Maestro Wealtlh Advisors
Blog2022-11-03T13:22:43-04:00

Blog

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    Finances get tight, especially now as prices seem to continue to go up. Increased costs out of pocket means less money to invest in saving for your goals. So, how [...]

  • What Is a 1031 Exchange?

    What Is a 1031 Exchange? If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and [...]

  • Keeping your identity safe in a digital world

    With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been higher.

  • Retiring with your Comic Book Collection

    Retiring with your Comic Book Collection Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are [...]

  • Asset Allocation

    Asset Allocation

    Asset Allocation One important term every investor shoulder understand is asset allocation. Improper asset allocation is one of the most common mistakes an investor [...]

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Welcome to our blog where our Financial Advisors provide discussion, observation, and advice.  In order to help provide financial education, topics cover everything from the economy to estate planning, from health care costs, and personal finance to retirement planning and more.  In addition, our monthly Market Brief provides an in-depth look at current performance and trends in various financial markets.

Material discussed is meant for general/informational purposes only.  It is not to be construed as tax, legal, or investment advice.  This information has been gathered from sources believed to  be reliable.  However, individual situations can vary.  Therefore, the information should be relied upon only when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.

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Winston-Salem, NC 27103

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Greensboro, NC 27410

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.  Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc.  All other insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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