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
Take a look at our Vice President of Retirement Plan Services, Ken Parkinson’s, take on the Department of Labor Conflict of Interest Rule! Follow the link below. WHAT’S OLD IS NEW AGAIN
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...
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...
Ever wondered what the word “fiduciary” means and how it applies to you? Scott Reed breaks it down in this one minute video. https://youtu.be/0kBYXIRFcR0
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...
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...
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...
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...
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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Get the book Top 40 Rules of Investing by Hardy Reed CEO Scott Reed.
top40rules.com
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