About
Financial Advisor at the Paducah office of Baird Private Wealth Management. I have over a…
Activity
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#humpdayhappiness Our colleague, Colleen Curry, had an absolute blast 💥 taking her “girl gang” to the Taylor Swift concert in #Indy! 🎉 Morgan…
#humpdayhappiness Our colleague, Colleen Curry, had an absolute blast 💥 taking her “girl gang” to the Taylor Swift concert in #Indy! 🎉 Morgan…
Liked by Zack Smith
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I hope you engaged with the content Ross Mayfield, CFA and I put out before the elections because the messaging ended up being EXACTLY correct with…
I hope you engaged with the content Ross Mayfield, CFA and I put out before the elections because the messaging ended up being EXACTLY correct with…
Liked by Zack Smith
Experience
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Education
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Murray State University College of Business & Public Affairs
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AACSB-IAME Accredited)
Licenses & Certifications
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Series 66
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Series 7
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More activity by Zack
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1) How many elections are in here? 2) How many “policies” are in here? 3) How many Ds and Rs and versions of Congress are in here? 4) How many tax…
1) How many elections are in here? 2) How many “policies” are in here? 3) How many Ds and Rs and versions of Congress are in here? 4) How many tax…
Liked by Zack Smith
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Tomorrow is the biggest day in the history of this country. No one is going to be happy. The first 12 team college football playoff bracket ever will…
Tomorrow is the biggest day in the history of this country. No one is going to be happy. The first 12 team college football playoff bracket ever will…
Liked by Zack Smith
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In this special, all-election edition, Ross lends some calming historical perspective to a handful of topics. https://lnkd.in/geAxNYrR
In this special, all-election edition, Ross lends some calming historical perspective to a handful of topics. https://lnkd.in/geAxNYrR
Shared by Zack Smith
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We are ecstatic to announce that The Berry Peña Group and The Elder Group have joined Baird at a new branch in Franklin, Tennessee…
We are ecstatic to announce that The Berry Peña Group and The Elder Group have joined Baird at a new branch in Franklin, Tennessee…
Liked by Zack Smith
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So honored to be inducted into the Samford HOF in April, appreciate all my teammates and coaches that made this possible. Love Samford and all it…
So honored to be inducted into the Samford HOF in April, appreciate all my teammates and coaches that made this possible. Love Samford and all it…
Liked by Zack Smith
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When you’re planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give…
When you’re planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give…
Shared by Zack Smith
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Strategas Partner and Chief Economist Don Rissmiller walks through the current state of the economy ahead of the election, breaks down how the…
Strategas Partner and Chief Economist Don Rissmiller walks through the current state of the economy ahead of the election, breaks down how the…
Shared by Zack Smith
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Ross Mayfield, CFA looks at interest rates rising despite Fed cuts, lengthy market rallies, an island benefitting from AI, and more.
Ross Mayfield, CFA looks at interest rates rising despite Fed cuts, lengthy market rallies, an island benefitting from AI, and more.
Shared by Zack Smith
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Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement https://lnkd.in/gT-PJw3N
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement https://lnkd.in/gT-PJw3N
Shared by Zack Smith
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The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year…
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year…
Posted by Zack Smith
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I hope everyone is doing well! I wanted to share our latest newsletter which includes some great updates and helpful insights. You can check it out…
I hope everyone is doing well! I wanted to share our latest newsletter which includes some great updates and helpful insights. You can check it out…
Liked by Zack Smith
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Thank you Ross Mayfield, CFA, and John C. Watkins III, CFA for sharing your insights and knowledge with our clients last Friday. Your presentation…
Thank you Ross Mayfield, CFA, and John C. Watkins III, CFA for sharing your insights and knowledge with our clients last Friday. Your presentation…
Liked by Zack Smith
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In South Carolina’s lowcountry I learned a few things: 🔎Dolphins use an estimated 25% of their brain. We humans use about 10% on a good day. I’ve…
In South Carolina’s lowcountry I learned a few things: 🔎Dolphins use an estimated 25% of their brain. We humans use about 10% on a good day. I’ve…
Liked by Zack Smith
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We are 🌟 excited 🌟 to announce that The Elder Group has joined our Franklin, TN office under Mike Shea's leadership! 🚀 With nearly 6️⃣ 0️⃣ years…
We are 🌟 excited 🌟 to announce that The Elder Group has joined our Franklin, TN office under Mike Shea's leadership! 🚀 With nearly 6️⃣ 0️⃣ years…
Liked by Zack Smith
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Nash Jackson
There’s a lot of uncertainty in today’s world. Baird can help make sure the people we work with have financial peace of mind knowing they’re on the right path to meet their goals. Whether just starting to plan for your future retirement or already retired, a second opinion could open doors to a new strategy to optimize your financial future.
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Alan Hensley, CFP®
Today is 5/29 📅 and if you're curious about 📚 529 Savings Plans, you'll want to read this great article by my colleague, Kaylyn Bugay, here at Financial Insights Wealth Management 🔗👉 https://lnkd.in/gSeRPAGu #National529Day #529savings #collegeplanning #retirementplanning #wealthmanagement #tacoma
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Cade Bekanich, CFP®️
Thanks to a financial services parter, I had the opportunity to hear NASCAR Legend, Kyle Petty, speak about the importance of teamwork when developing a stable organization. Some of the major points of his speech: 🔹Delegating responsibility 🔹Mutual accountability 🔹Unique Perspectives 🔹 Specializing in your strengths 🔹 Consistent communication 💎 Joining these values to achieve a common goal There isn’t much more I could say about translating this to the importance of partnering with professionals to enhance the most important areas of your life. Health Education Finances Growing your business Legal advice Tax advice The list goes on.. #letsmakeaplan #certifiedfinancialplanner
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Brigid Rypien, CFP®, CDFA®
Financial Planning Moves to Consider Before Year-End via Baird tax expert Tim Steffen, CPA/PFS, CFP®, CPWA® 1️⃣ Maximize your Savings. (401(k), IRA, Roth IRA, HSA - oh my!) Understand your limits (included in this article) and make a plan to make additional contributions if necessary. 2️⃣ Address Life Changes. The only thing constant in life is change (and taxes!). Be sure to understand how life changes this year might impact your tax situation, read more in this article for ways you might be affected. 3️⃣ Legacy Planning. The end of the year can be a good time to do some housekeeping surrounding your estate plan. This article will give some ideas of items to address. https://lnkd.in/gXiyrHw3
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Will Ham, CPFA®, NQPA™
Choosing the right investment options for your 401(k) plan is crucial. As part of your fiduciary duty, a business needs to carefully select and continuously review these options to ensure they meet the diverse needs and goals of your employees. Working side by side with a financial advisor can help you develop a plan and put a review process in place. What is your investment review process? #InvestmentOptions #RetirementPlanning #FiduciaryResponsibility #401kManagement
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