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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