Some investors favor a dollar-cost averaging (“DCA”) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front,…
Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril. Why? Because…
You may be considering booking stock losses due to recent market drops in order to save on your bill from Uncle Sam. Selling losers can…
Beaird Harris has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms…
You’ve got it all planned out. Your retirement savings accounts are full, you have started receiving Social Security benefits and your pension is ready to…
Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money…
The IRS has shown some benevolence during the COVID-19 pandemic, extending deadlines and allowing more time to comply with information requests. The end to this…
The CARES Act authorizes several new tax breaks for charitable donations in 2020. Here are three tips to help your favorite charity while receiving a…
Many Americans have been focused on their own finances over the past several months. But don’t neglect helping those closest to you with their finances…
As many of you know, we work very closely with Gusto to serve our clients’ payroll needs and are excited to announce that Matt Skinner…
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1?…
Lost in the media storm during the coronavirus pandemic is a law change enacted in late 2019 that eliminates an IRA withdrawal technique known as…
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