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Bailard Named San Francisco Chronicle Top Workplace
Bailard, an independent wealth and asset management firm, has once again been recognized as one of the San Francisco Chronicle’s Top Workplaces in the Greater Bay Area. Ranked…
Kiplinger: “Private Credit: Coming Soon to a Portfolio Near You”
Private credit could be a good source of diversification for sophisticated investors, but beware of the risks.
Nuclear Energy Issue Brief
Does nuclear energy provide a low-emissions solution to rapidly rising energy demands? Or does it distract investors from the stronger opportunities in renewables?
ThinkAdvisor, Luminaries Awards 2024 Finalist
Two Bailard team members received individual nominations in the 2024 LUMINARIES Awards from ThinkAdvisor: Kim Aquino, CFP®, Senior Vice President and Director of Operations of…
Bailard Named One of the Top Workplaces in the SF Bay Area
Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle.…
San Francisco Chronicle, “Top Workplaces awards honor effective leaders”
Bailard has been named No. 2 in the 2024 Bay Area Top Workplaces by the San Francisco Chronicle, and our CEO, Sonya Mughal, won a special leadership award. (Both in the Small…
Bailard Recognized as a Top Corporate Philanthropist
Bailard today announced its ranking among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists list, for the fourth year in a row.
The Bailard Foundation Distributes $1M in its First Five Years
Bailard, Inc. proudly announces its Bailard Foundation reached $1 million in grants and donations distributed in just its first five years. As of June 30, 2024, the Bailard…
Forbes Councils, “Sonya Thadhani Mughal’s Journey With Bailard And Forbes Councils”
Forbes Councils features Bailard's CEO, Sonya Mughal in her journey with Bailard spanning three decades and the invaluable opportunity to share her insight with Forbes Financial…
Financed Emission Issue Brief
A brief diving into the importance of analyzing and collecting emissions data from investments.
Bailard CEO Ft. in Forbes, “Three Ways To Put Your Values And Your Team First In A Competitive Market”
Bailard's CEO Sonya Mughal, CFA offered three insightful ways leaders in the industry can fortify their culture and step up their communication practices to attract and retain…
The Weight Is Over: But Is It a Loss For Type 2 Diabetes Patients?
The “weight loss” drug Ozempic burst onto the scene in 2023 as a juggernaut winner for Danish drug maker Novo Nordisk. What began as a drug to treat Type 2 diabetes, however, soon…
Bailard Achieves B Corp™ Certification
Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This achievement marks a significant…
The Rise of B Corps and Benefit Corporations
Focusing on the rise of B Corps and Benefit Corporations, Blaine Townsend, CIMC®, CIMA® sheds light on the shift towards a business paradigm that values employee, community, and…
Impact Investing and the Power of Intention
Annalise Durante, Senior ESG Analyst and Investment Counselor, provides perspective on the indispensable role of impact investing in directing capital towards societal and…
Charitable Gift Annuities in a High Interest Rate Environment
With rising interest rates, Charitable Gift Annuities are emerging as a beneficial option for charitable planning. The role of interest rates in shaping the attractiveness of…
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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.