Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.
Roth IRAs For Everyone—Even The Well Paid After the new tax law, Roth IRAs are officially available to even more people. We have cautiously broached…
“The important thing about an investment philosophy is that you have one you can stick with.” – David Booth Founder and Executive Chairman Dimensional Fund…
The fraudsters are at it again and this time they’re posing as Charles Schwab. In a new wave of phishing attempts, you may receive fraudulent emails…
Effective May 31, 2018, access to add-on services (such as payroll services, credit card and check processing, bill pay, online bank downloads, and many other…
Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the…
This is our first in a series of Tax Reform topics. As most of you know, the new law took an axe to some significant…
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the…
As you may have seen from our prior post, Year-End Tax Tips, In Light of Tax Reform, the new tax law that passed last week…
The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be,…
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in…
Early Saturday morning, the U.S. Senate passed the “Tax Cuts and Jobs Act, H.R. 1.” As reported by the Journal of Accountancy, “The Senate bill…
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at…
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Dallas, TX 75251
Phone: (972) 503-1040
Fax: (972) 503-1120
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