Beaird Harris and Co., P.C.
 

Investment Services**

We will act as your sounding board. We will help you minimize your risk and increase investment returns.

As CPAs, we are uniquely qualified to be your investment advisor, and to maximize your after-tax returns. We offer fee-only investment advisory services.

Don't ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return. The higher your tax bracket, the more important this becomes.

Construct a diversified portfolio using a variety of statistically significant asset classes.

There are many advantages to utilizing a passive indexing approach to investing.

It is proven that over the long term, you can not reliably time the market, or consistently select "winning" stocks, which is the principal reason indexed asset class funds outperform active managers.

Capital gains carry a tax-favored status. For those individuals in the highest tax bracket, the tax rate on long term capital gains (20%) is significantly lower than ordinary income tax rates (40%).

Check out these links.

We do not endorse any products, services, or businesses you may find by following these links. Do not enter into any transaction until you and your advisors are satisfied that you are getting what you are paying for.

Each link will open a new browser window.

U.S. Securities and Exchange Commission - investor assistance, fraud cases, SEC filings and small business information
USA Today - Top Money News
Federal Reserve Bank of New York - interest rates on treasury bills and much more!
Stock Quotes - Reuter's
The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
Securities and Exchange Commission (S.E.C.) - Edgar Database
American Association of Individual Investors (AAII)
Daily Stocks - get quotes, charts, and SEC filings
The Financial Center - bookstore for investors, chat rooms, news desk
Fund Alarm - changes in fund managers, buying and selling of fund information
InfoBeat - have e-mail notices sent to you about your stocks
Stockfind - financial news by industry and an IPO corner
Wall Street Directory - shopping mall for software, books, and magazines about investing

For assistance with your investment concerns, contact us.

**We offer fee-only investment advisory services through our affiliated company, BHCO Capital Management, Inc., which is a registered investment advisor.



Beaird Harris & Co., P.C.
Certified Public Accountants
Three Forest Plaza
12221 Merit Drive, Suite 750
Dallas, TX 75251

(972) 503-1040 • Fax: (972) 503-1120
E-mail: cpa@bh-co.com