Harris Financial Group, Inc.     

CONNECT

Address:

Two Galleria Tower, 13455 Noel Road, 20th Floor
Dallas, TX 75240

Phone:

800-749-7611 Toll Free | 806-371-7611 Direct

Fax/Other:

806-371-0642

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

  • History of the Federal Estate Tax

Retirement

Tax Planning

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Mutual Funds vs. Stocks

    The difference between purchasing an individual stock vs. shares in a mutual fund to potentially earn dividends.

  • Mutual Funds

    A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

  • Closed-End Funds

    W/ closed-end funds, investors pool their money together to purchase a pro managed portfolio of stocks and/or bonds.

  • Mutual Fund Loads
  • Annuities
  • Asset Classes
  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

  • College Investment Options

    Starting to invest early for college and remaining consistent can help investors reach their goals.

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Cash Management

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Biweekly Mortgages

    Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

  • Smart Financing Ideas

    Here are some smart ways to refinance your home.

  • Savings Alternatives

    There are a number of savings alternatives that could help you earn a reasonable rate of return.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Home Equity Loans

    Shifting some debt to a home equity loan, which typically allows int pmts to be tax ded, could have its advantages.

Risk Management

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck