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The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Filing a Tax Extension: Strategy or Setback?
Dogs: A Retiree’s Best Friend
Press Release – International Women Day Campaign
Rapid Response on tariff ruling
Rapid Response on Iran escalation
Technology on Your Terms
Handling Your Inheritance: Five Key Moves
The Real Cost of Market Timing

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110 Oakwood Drive, STE 470, Winston Salem, NC 27103

336.979.1755

Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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