Blog Disclosures



The information provided here should not be construed as professional advice or an endorsement of any specific practices, products, or services. All expressions of opinion reflect the judgment of the author on the date of publication and may change in response to market conditions. There is no assurance that the views expressed will be relevant to individual circumstances. It is advisable to seek advice from your own advisors regarding legal, business, tax, and investment-related matters. Content should not be construed as legal, tax, or accounting advice.

Any opinions expressed here should not be interpreted as endorsements or recommendations by Old North State Wealth Management or its employees. Old North State Wealth Management and its affiliates may have investments in discussed technology companies. The opinions expressed may change without prior notice.

This blog does not offer investment advice, performance data, or recommendations regarding specific securities, portfolios, transactions, or investment strategies. Nor does it constitute an offer to provide investment advisory services by Old North State Wealth Management. Old North State Wealth Management employs various investment techniques and strategies for managing client accounts, which may not be fully discussed in the commentary. All investments in securities carry the risk of loss, and past performance does not guarantee future results.

Charts provided here are for informational purposes only and should not be relied upon for making investment decisions. Any referenced indices are unmanaged and cannot be directly invested in. Investing involves risk, and it is advisable to seek advice from licensed professionals. Projections, estimates, forecasts, and opinions expressed here are subject to change without notice and may differ from those expressed by others. Additionally, third-party advertisements may be included in posts; Old North State Wealth Management does not endorse any advertising content. All content is accurate as of the indicated date.

Old North State Wealth Management is a registered investment adviser, and advisory services are only provided to clients or prospective clients where Old North State Wealth Management and its representatives are properly licensed or exempt from licensure. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Investment strategies employed by Old North State Wealth Management may not be fully discussed in the commentary.

 All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

 None of the individuals pictured are current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.