Get to know Rick Hill


Next up in our video series is Rick Hill, our Wealth Manager. Watch the video below to learn more about what Rick does for Hardy Reed.     RICK HILL Wealth Manager CFP® (CERTIFIED FINANCIAL PLANNER™) professional  Accredited Investment Fiduciary Analyst™ (AIFA®) CEFEX Analyst As a Wealth Manager at Hardy Reed, Rick focuses on providing […]

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Get to know Anita Giglio


We are excited about a new round of videos to help you better get to know the Hardy Reed team as well as informative videos about our firm. First up is our Director of Client Services, Anita Giglio!     ANITA GIGLIO Director of Client Services Accredited Asset Management Specialist, AAMS® Anita Giglio brought almost […]

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Hardy Reed Core Values


While working in other brokerage firms in the 1990s, Hardy Reed founders began transitioning to a fee-based business model, defying existing brokerage conventions and setting a higher ethical standard. In 2006, we structured our firm as fee-only in order to be free of compensation-based conflicts of interest. This model has continued to allow us to […]

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Hardy Reed presence at the fi360 National Conference


This week Ken Mathis, Ken Parkinson and Rick Hill were in Nashville, TN attending the 2017 fi360 National Conference. In addition to attending, Ken Mathis was one of the 16 speakers for the conference. Monday he spoke on fiduciary issues as they relate to foundations and other nonprofits. The fi360 Conference is the industry’s premier […]

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Small Changes, Big Impact – Ideas for Tax Alpha


With the end of another tax season, we turn our attention to strategies that make portfolios more tax efficient. Medora’s paper on the tax impact of different investment methodologies and strategies for improving net returns to investors comes at just the right time. Follow the link below to learn more. SMALL CHANGE, BIG IMPACT  

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Hardy Reed Community Involvement Part 2


Check out our Community Involvement story, part 2. Scott Reed is engaged in various charitable efforts for the community, The United Way being one of the most significant. His grandfather helped start Lee United Neighbors, which was a predecessor to The United Way. Since then, his father worked for the organization for years and he […]

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Learn more about Scott’s book, Top 40 Rules of Investing


Scott’s book, Top 40 Rules of Investing, is an engaging and thoughtful guide down the path of successful investing practices. It is a quick read that equips you with the tools and assurance you need to make educated and informed investment decisions. Watch the video below to learn more about what led Scott to write […]

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Photos from Lunching with Books


Photos from Scott’s presentation at Lunching with Books on March 22nd at the Lee County Library. Thank you to everyone who attended the event! If you missed it and would like to show the Lee County Library your support, remember that Lunching with Books takes place every third Wednesday of the month! Lee County Library […]

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Scott Reed to speak at Tupelo Rotary


Scott has been a busy guy lately and isn’t planning on slowing down! At the Tupelo Rotary meeting on March 27th he will be giving a talk to the group titled “There’s Weeds in my Roses,” a candid look at the Fiduciary debate. Stay tuned to learn more information about the debate and how it affects […]

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Scott Reed Book Signing at The Hidden Lantern


Scott will be doing a book signing at The Hidden Lantern in Rosemary Beach this coming Tuesday. Take a break from the sun and come pick up a great beach read! The Hidden Lantern Tuesday, March 14th | 11:300 AM – 12:30 PM 84 N. Barrett Sq. | Rosemary Beach FL 32461 850.231.0091 http://www.thehiddenlantern.com/

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Lunching with Books at the Lee County Library


We are excited about Scott’s opportunity to speak at the Luncheon with Books! We would love to see you there and have your support for the Lee County Library. Wednesday, March 22 from 12 PM – 1 PM Lee County Library – 219 N Madison Street, Tupelo, Mississippi 38804 Free Admission Lunching with Books takes […]

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Welcome Peter!


We are excited to introduce you to our newest Hardy Reed team member, Peter Vance. Peter’s role in the firm will be Research Analyst and Trader. He will spend most of his time placing trades, monitoring account balances and keeping our Investment Committee informed and up to date on current research so that Hardy Reed […]

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Congratulations Rick!


We are proud to announce that our very own Rick Hill has been inducted as the new President of Kiwanis of Tupelo! Rick has been serving the children of our community through Kiwanis for 25 years. We are excited to see what great things he will accomplish during his tenure. “I am honored to be […]

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Looking the Part


Check out our latest update to the website! We’ve replaced pages of copy explaining our Code of Conduct and Core Values with snazzy new graphics. For a company whose tag line is “Partnerships Built on Trust” we don’t believe that there are two more important statements than “Code of Conduct” and “Core Values”. These are […]

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A Champion in Our Midst


A congratulations is in order for our very own Scott Reed. He and his team beat out the competition at the United States Tennis Association League Adult 55 & Over State Championship and came out on top! They will travel to Asheville, North Carolina, in September to compete in the USTA League Southern Sectionals. Go […]

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Making a Difference


We started Hardy Reed, LLC ten years ago because we believed, for the most part, the investment world did not put the client’s interest first.  Ten years later the Department of Labor is saying the same thing and has issued the “Fiduciary Rule”.  Anyone giving advice in the retirement plan space must put the client’s […]

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The Bull Session – When It Rains…


February 11, 2016 The Bull Session When It Rains… When was the last time you were watching TV and a special report broke in to say, “Weather forecasters predicted a 30% chance of rain today and it is actually raining!  Water is coming down everywhere.  It appears that one of the thousands of clouds in […]

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Recent Market Volatility


January 8, 2016 –  As goes the market so goes….well, at least a portion of your portfolio. The beauty of a diversified portfolio is that it is designed to buffer the bad things that can happen to our clients. We knowingly give up riding to the high mark of a bull market in order to […]

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Scott Reed releases book — “Top 40 Rules of Investing”


Hardy Reed CEO Scott Reed released his first book last week, a collection of his top 40 rules on investing. The book, which is available at the Reed’s Gum Tree Bookstore as well as Amazon, takes a simple approach to outlining the best practices Scott has collected during his 30 years in the finance world. […]

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Hardy Reed, LLC Awarded CEFEX Certification for the Fifth Consecutive Year


TUPELO, Miss., Nov. 03, 2015 (GLOBE NEWSWIRE) — Hardy Reed, LLC, an independent, SEC registered investment advisory, fiduciary consulting and retirement plan services firms, has once again been recognized by the Centre for Fiduciary Excellence (CEFEX) for Investment Advisor Certification. This is the fifth consecutive year Hardy Reed has received the certification. The independent CEFEX […]

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Eight Steps to Retirement Plan Success


Identify those individuals who are responsible for the decisions of the plan to ensure they know their duties and responsibilities and that they receive training on their roles and responsibilities. They should acknowledge a commitment to meeting their fiduciary responsibilities. Documenting the prudent process used to make plan decisions helps fiduciaries, future plan decision makers […]

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Hardy Reed awarded CEFEX certification


Hardy Reed, one of the nation’s fastest growing wealth management and retirement plan services firms(1) has once again been recognized by the Centre for Fiduciary Excellence (CEFEX) for Investment Advisor Certification. Hardy Reed, one of the nation’s fastest growing wealth management and retirement plan services firms(1) has once again been recognized by the Centre for Fiduciary […]

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