COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Blog

Good Investment Experience
Steven Lugar

The Keys to a Good Investment Experience

At Beaird Harris, one of our primary goals is to provide a successful investment experience. That means more than considering investment returns. It means offering

529 Blog
Ginnie Baker

The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college

E+R=O
Jacob King

E+R=O, a Formula for Success¹

“The important thing about an investment philosophy is that you have one you can stick with.” – David Booth Founder and Executive Chairman Dimensional Fund

Phishing Scam
Clint Dunn

Don’t Get Hooked by this Phishing Scam

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

QuickBooks Blog Image
Kristy Carlton

Are you on QuickBooks Desktop 2015?

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

Sail Boat
Clint Dunn

Sailing with the Tides

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

calendar
Jacob King

As Goes January, So Goes the Year?

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

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