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Quarterly Small Value Strategy Q4 2025

February 4, 2026

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Country Indices Flash Report – January 2026

January 31, 2026

U.S. asset leadership continued to slide from its early-2025 peak. Gold briefly hit record highs above $5,400/oz as the Fed held rates steady, foreign currencies rallied, and more than 80%…

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Quarterly Technology Strategy Q4 2025

January 28, 2026

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Quarterly International Equity Strategy Q4 2025

January 27, 2026

2025 closed by continuing the year’s theme: equity strength driven by economic and corporate resilience, despite policy uncertainty. The U.S.-centered nature of much of this uncertainty gave…

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Why International Equities Led Global Markets in 2025

January 16, 2026

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Communicating Trust and Credibility in an Age of Volatility

January 14, 2026

The recent fireside-style conversation hosted by Financial Narrative, informed by Financial Times research, explored credibility and leadership in today’s environment. Our SVP of Marketing…

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James Pinkerton and Tess Gruenstein, Co-Heads of Bailard Real Estate

Bailard Real Estate Completes Leadership Transition

January 6, 2026

Bailard’s real estate platform begins 2026 following a carefully planned leadership transition. Effective January 1, Tess Gruenstein and James Pinkerton now serve as co-heads of the…

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Country Indices Flash Report – December 2025

December 31, 2025

International equities staged a major comeback in 2025, with MSCI EAFE outperforming MSCI USA by 13.9%—the widest gap since 1993—while broader MSCI ACWI ex-US outperformed by 15.1% on…

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prison cells

Unpacking Incarcerated Labor

December 31, 2025

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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Financial Planning 2025 Best RIAs to Work for Logo

Named #1 Firm from Financial Planning’s “Best RIAs to Work For”

December 11, 2025

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