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Beaird Harris is honored to be recognized in D Magazine’s 2026 list of “Top Wealth Managers in Dallas,” a selection curated by...

We’re proud to share that Ginnie Baker, CFP®, Partner and Wealth Manager at Beaird Harris Wealth Management, has been named to D...

Beaird Harris Wealth Management earned the No. 3 spot on CNBC's 2026 Financial Advisor 100 list, repeating last year's ranking...

Not all financial advisors operate the same way. This guide walks through the important questions to ask when evaluating an...

Explore these year-end charitable giving strategies, from donating appreciated securities and making Qualified Charitable...

Beaird Harris Wealth Management has been included in Financial Advisor magazine’s America’s Top Registered Investment Advisors...

Beaird Harris Wealth Management has been included in Worth’s Top RIA Firms list for 2026, its third consecutive year, recognizing...

At Beaird Harris, safeguarding your wealth means more than managing your portfolio—it means helping you protect everything that...

Learn how tax-loss harvesting works, its potential tax benefits, wash-sale rules to avoid, and key considerations for investors...