Posts Archive | Page 2 of 112

Congress Corrects Depreciation Mistake

Qualified improvement property can now be completely expensed in the year the asset was placed in service. Here are three reasons why you may want…

Joe Vincent October 9, 2020

What History Tells Us About US Presidential Elections and the Market

It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history…

Jacob King October 7, 2020

Be Prepared For Higher Taxes

With the potential for higher taxes on the horizon after this November’s presidential election, now is the time to start planning how to best navigate…

Genny Cordell October 5, 2020

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

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,…

Ginnie Baker October 2, 2020

What History Tells Us About Elections and the Market

Investors often wonder whether the market will rise or fall based on who is elected president. The data shows that capturing the long-term returns of…

Beaird Harris August 28, 2020

Beaird Harris Announces New Staff Credentials

Beaird Harris congratulates Ian Richards on receiving his CPA, and Shonda Cady and Stacey Majurin on receiving their Professional Administrative Certification of Excellence (“PACE”) certification.

Beaird Harris August 26, 2020

Estate Taxes: What EVERYONE Should Know

Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril.

Denise Johnston August 13, 2020

Beaird Harris Recognized in Financial Advisors’ 2020 Annual RIA Ranking

For the 15th consecutive year, Financial Advisor magazine ranked Beaird Harris Wealth Management, Inc. in their list of top RIA firms.

Beaird Harris August 12, 2020

Understanding Tax Terms: Wash Sales

Surprise! Your stock loss is not deductible.

Shannon Adams August 3, 2020

Beaird Harris Named to 2020 Financial Times 300 Top Registered Investment Advisers

Beaird Harris has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

Beaird Harris July 30, 2020

Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.

Arsalan Ashraf July 29, 2020

Think Before Tapping 401(k) as Emergency Fund

While it is an option, retirement plan withdrawals are not always the best choice. Think through all scenarios before withdrawing from retirement funds to cover…

Ameerah Morsy July 14, 2020

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