Jason Collins - Baird Private Wealth Management

Jason Collins - Baird Private Wealth Management Helping define and meet your financial goals using planning and investing strategies.

Great to listen to our CEO and head of private wealth this morning. They lead the creation of the platform for us to do ...
04/20/2026

Great to listen to our CEO and head of private wealth this morning. They lead the creation of the platform for us to do what we do and help our clients. I work with an awesome firm.

We’re excited to support Bowl for Kids’ Sake and we still have 3 open spots on our lane!If you’d like to join us on Frid...
03/19/2026

We’re excited to support Bowl for Kids’ Sake and we still have 3 open spots on our lane!

If you’d like to join us on Friday, March 27 at 1pm, comment below or reach out to Christina at 859-514-6414. We’d love to have you bowl alongside us for a great cause! 🎳

I'm early on this post, but we want to mention International Women's Day on Sunday and celebrate their many achievements...
03/05/2026

I'm early on this post, but we want to mention International Women's Day on Sunday and celebrate their many achievements, accomplishments, and contributions to bettering all of us. We appreciate and thank you!

This is the first time I’ve stopped by to see the remodel outside of Memorial Coliseum and one day I hope Samuel Tristan...
02/28/2026

This is the first time I’ve stopped by to see the remodel outside of Memorial Coliseum and one day I hope Samuel Tristan feels the same honor I do in having Samuel in my name. The ultimate sacrifice and a life cut way too short. Thank God for all of them and may these names never be forgotten. Memorial Coliseum

01/01/2026

Happy New Year!

2025 was a strong year for many investors—just like 2024 and 2023. But with every new year comes new concerns, and one question often arises after a positive run:

“Will this year be different?”

I wish I could answer that with 100% certainty, but the truth is, no one can. The best way to prepare for any market environment is to have:

• A solid financial plan

• A disciplined investment process

• A properly funded emergency reserve

These are the real answers to that question—and the foundation for long-term success.

Also, don’t forget to increase your retirement contributions by at least 1%!

As we wrap up another year, I want to take a moment to express gratitude for the colleagues, clients, and connections wh...
12/25/2025

As we wrap up another year, I want to take a moment to express gratitude for the colleagues, clients, and connections who make every day meaningful.

Whether you’re celebrating Christmas, enjoying time with loved ones, or simply taking a well-deserved break, I hope this season brings you peace and happiness.

Merry Christmas and Happy Holidays!

From our Baird family to yours, we wish you and your loved ones a Happy Thanksgiving filled with joy, warmth, and cheris...
11/27/2025

From our Baird family to yours, we wish you and your loved ones a Happy Thanksgiving filled with joy, warmth, and cherished memories. We are truly grateful for you, our valued clients. Your trust, support, and partnership inspire everything we do, and we thank you for allowing us the privilege of working alongside you.

Today, we reflect on the lives lost on September 11, 2001, and pay tribute to the bravery, strength, and compassion show...
09/11/2025

Today, we reflect on the lives lost on September 11, 2001, and pay tribute to the bravery, strength, and compassion shown by those who responded.

In NYC this week continuing due diligence on alternative investment strategies—private equity, private debt, real estate...
09/10/2025

In NYC this week continuing due diligence on alternative investment strategies—private equity, private debt, real estate, hedging strategies, and structured notes.

This chart caught my attention: while the number of publicly listed companies has declined significantly since the late '90s, private equity assets under management have surged—now exceeding $7.7 trillion.

A powerful visual reminder of how capital markets are evolving.

Happy 401(k) Day! Use today as your annual reminder to check in on your retirement goals and feel good about the progres...
09/05/2025

Happy 401(k) Day! Use today as your annual reminder to check in on your retirement goals and feel good about the progress you are making. Whether you are just getting started or are already crushing your savings goals, here’s ways you can be checking your progress:
#1. Maximize your Company Match - Already getting the full match? Nice work! If you’ve got a little wiggle room in your budget, even a small bump in your contributions can go a long way over time.

#2. Traditional vs Roth Contributions - Find out if your plan has a Roth option and consider it for tax-free withdrawals in retirement.

#3. Check your Investments - Take a few minutes to make sure your portfolio still lines up with your goals and comfort level.

#4. Revisit your Beneficiary Information - Life happens - marriage, kids, moves. Take a moment to ensure your beneficiary information is up to date. Did you know? Beneficiary designations on your 401(k) can override your will – so it’s important to keep both up to date! It’s a small step that can make a big difference down the road.

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100 W Main Street Suite 500
Lexington, KY
40507

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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