Posts Archive - Page 8 of 115

Review IRA Beneficiaries Now

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…

Ron Skalberg June 17, 2020

No Better Time to Deploy Your Donor Advised Fund

The recently passed CARES Act by Congress temporarily increased the deductibility limits for charitable contributions to encourage the support of many great non-profit organizations across…

Jimmy Zimmerman June 15, 2020

Why Value?

In a recent webcast, Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly spoke on the performance of value stocks relative to growth stocks, addressing the…

Beaird Harris June 10, 2020

Understanding the Taxable Gain Exclusion on Home Sales

Often a tax surprise occurs when selling your home. The possibility of capital gains tax should be understood before selling your residence. Here is a…

Matt Edrington June 8, 2020

The 3 Cash Basics

To keep your business solvent through the COVID-19 pandemic, refocus on these cash basics.

Carla Medrano May 29, 2020

Long-Term Investors, Don’t Let a Recession Faze You

Recessions understandably trigger worries. But a history of positive average performance following a recession can be a comfort for investors wondering about sticking with stocks.

Tra Sullivan May 14, 2020

Beaird Harris Named Among “11 Best Financial Advisors & Wealth Management Firms in Dallas”

Beaird Harris Wealth Management, Inc. has been named to the list of “11 Best Financial Advisors & Wealth Management Firms in Dallas.”

Beaird Harris May 7, 2020

Can Small Cap Stocks Weather the Storm?

Data suggest that challenging economic times shouldn’t deter you from investing in small cap stocks.

John Hetzel May 5, 2020

Texas Comptroller Delays Implementation of New Policy Regarding the Taxability of Medical Billing Services

Texas Comptroller Delays Implementation of New Policy Regarding the Taxability of Medical Billing Services Until After 2021 Legislative Session.

Carla Medrano March 27, 2020

The Cost of Trying to Time the Market

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks…

Ginnie Baker March 18, 2020

Beaird Harris welcomes Chase Perry, CFP®, former Vice President and Financial Consultant at Fidelity Investments to its team of Wealth Managers

Chase Perry joins Beaird Harris, a $1 billion Dallas-based RIA, to serve the wealth management needs of a diverse group of clients, including high net worth…

Beaird Harris March 9, 2020

Three Opportunities to Consider Given the Current Market Environment

The current market environment could provide an opportunity to refinance your mortgage, rebalance your portfolio, or relook at your excess cash.

Jimmy Zimmerman March 5, 2020

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