Broker Check


Monday, March 22, 2021

In celebration of Woman's History Month, we asked the women of Gardner Wallace: "What do you enjoy most about working in the financial industry? Here's what they shared:

Tuesday, March 2, 2021

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your...

Wednesday, February 24, 2021

Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute to a...

Monday, February 15, 2021

For many people, tax-advantaged investing is an excellent way to reduce their income tax liability. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can help you...

Sunday, January 31, 2021

Gardner Wallace Financial Solutions has committed to providing 1,500 meals per month to families, children, and seniors in 2021. We are honored to help those in our community and we thank the North Texas Food Bank for their work.

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Thursday, January 21, 2021

Tax information statements, which includes your 1099 forms, will be delivered as early as possible. Companies will begin mailing 1099 tax statements by January 31, 2021. Please be aware that some issuers do not make their final...

Wednesday, December 30, 2020

This excerpt was originally published December 23, 2020 from D CEO Magazine. View the original article here. It’s safe to say that we’re all ready to bid goodbye to 2020. The editors of D CEO recently checked in with area...