September 1, 2011
What's the difference between a fee-only and a fee-based advisor? In a word, huge! The vast majority of dentists, and other professionals as well, probably don't appreciate the difference and what it means to them. In short, in addition to an asset-based percentage fee, a fee-based advisor can... Read More
February 19, 2010
Steven M. Lugar, CFP®, is the Managing Director of Beaird Harris Wealth Management, an independent wealth management firm in Dallas. Lugar has more than 25 years’ experience, and for the past several years has been named one of the top wealth managers in the U.S. by Wealth Manager magazine. He... Read More
January 1, 2009
Kristen brings over 13 years of experience in the areas of tax, accounting and business consulting. She works extensively with start-up companies, small businesses and high net worth individuals including: physicians, dentists, restauranteurs and foreign nationals living in the U.S. Kristen is a... Read More
May 22, 2008
More proof of the wisdom of passive investing.  Zero Alpha Group looks at data from four bear markets to show the danger of missing out on critical early months of market recovery. For investors who are not invested patiently for the long-term, it's the big one that usually gets away - the... Read More
October 18, 2006
Millions of Americans in their 40s and 50s may be suffering from “retirement postponement syndrome” (RPS) shortcomings that could end up robbing their golden years unless they take strong corrective action, according to a warning issued today by Beaird Harris in Dallas, Texas. Managing... Read More
June 2, 2005
As the financial markets remain unsettled, Texas investors who are without long-term financial plans are making the same five costly errors over and over again, according to a warning issued today by Beaird Harris Wealth Management, Inc., an investment advisory firm in Dallas, Texas. Beaird... Read More