Disclosures

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

This material was created by Thielen & Associates, Inc. for use by Forbes and does not represent the views and opinions of Avantax Wealth Management or its subsidiaries.

Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. These views should not be construed as a recommendation to buy or sell any securities.

ESG investing involves the exclusion of certain securities for nonfinancial reasons.  This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria.  There is no guarantee that any investment goal will be met.

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 Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax is under separate ownership from any other named entity.