Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop.…
If you’re involved in cryptocurrency or staking digital assets, you’ve probably wondered how your rewards are taxed. A recent IRS ruling clarified an important detail:…
Court Reinstates BOI Reporting Requirements Beneficial ownership reporting requirements are back in effect, with a new deadline of March 21, 2025 for most companies. On…
Dallas-based Registered Investment Advisor Expands Ownership Team of Beaird Harris Wealth Management
In 2025, most employees can put up to $23,500 into their 401k and similar retirement plans. People 50 years or older (as of December 31st,…
You’re Eligible for Medicare this Year Medicare eligibility begins at age 65, and you can sign up for coverage beginning three months prior to your…
Beaird Harris Wealth Management, a nationally recognized, fee-only wealth management firm in Dallas, TX continues to be recognized throughout the financial services industry as a…
On December 3rd, a federal district court in Texas issued a nationwide preliminary injunction halting enforcement of Beneficial Ownership Information (BOI) reporting under the Corporate…
It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of…
Beaird Harris is excited to announce that we have been ranked No. 32 in CNBC’s annual list of “Top 100 Financial Advisory Firms of 2024.”…
As you consider your year-end charitable giving strategies – whether you want to support your favorite qualified charity or make your annual gift to your…
When planning for your financial future and the legacy you want to leave behind, many clients wonder: “Should we consider a trust?” Establishing a trust…
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