Corporate Engagement Update Q4 2023
Bailard’s approach to corporate engagement focuses on both the shareholder process and supporting other stakeholders working to improve disclosures on important environmental, social, and…
Navigating Commercial Real Estate Cross-Currents by Focusing on the Long Term
Jamil Harkness, Research and Performance Associate, explains how investing wisely in private real estate requires patience, prudence, and a focus on fundamentals rather than market timing.…
Bailard Named to Barron’s Top 100 RIA Firms
San Francisco — September 21, 2023 — Bailard, a values-driven firm, is proud to announce that it has been named to Barron’s list of the Top 100 RIA Firms for 2023. This prestigious…
529 Plan Rollovers to Roth IRA Begin in 2024: What You Should Know and Consider
By Alex Aceves Madriz and Lena McQuillen, CFP® How the SECURE Act 2.0 Impacts 529 Plans 529 plans are tax-advantaged accounts used to pay for qualified education costs. Because funding…
Bailard’s Tess Gruenstein Honored with Prestigious Industry Award
San Francisco — September 14, 2023 —Bailard, a values-driven asset and wealth management firm, is delighted to announce that Tess Gruenstein (Senior Vice President, Acquisitions &…
Maximizing Philanthropy and Income: Charitable Gift Annuities in a High Interest Rate Environment
By Sam Crawford and Dave Jones, JD, LLM, CFP® With rising interest rates, Charitable Gift Annuities are emerging as a beneficial option for charitable planning. One can think of a…