News & Insights

Lena McQuillen, CFP® Director of Financial Planning, delves into why not reviewing your health insurance coverage each year could be costing you, as well as various considerations for picking a health insurance plan. Plus, sign up for a Medicare or a Marketplace Open Enrollment webinar.

Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, explains the Corporate Transparency Act, the types of entities impacted but often overlooked, and pragmatic steps for compliance by year-end to avoid penalties.

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) charismatically threads how high food prices and the AI boomlet have produced a “K-shaped” economy and stock market, creating the opposite impact on two populations.

Consumer sentiment is more negative today than it was during the Great Financial Crisis in 2008. Could the difference be the rise of social media’s influence? Read more about algorithm insights penned by Blaine Townsend, CIMC®, CIMA®, EVP/Director, Sustainable, Responsible and Impact Investing, and published by Kiplinger,

Bailard, an independent wealth and asset management firm, is honored to announce its inclusion in Worth's prestigious list of Leading Advisors for 2024.

Dave Jones, JD, LLM, CFP®, SVP and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a “winning strategy.”

Lena McQuillen, CFP® Director of Financial Planning, explores the many ways that Health Savings Accounts (HSAs) can be used throughout your life—including in retirement—to help combat the high cost of health care, and what you should consider and know, from tax implications to beneficiary designations.

Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) explores the quarter’s main themes: the hype (and rise in stock prices) of companies pursuing or enabling AI technology; risk-on in the options and credit markets; and an overall look at the economy.

Parenting a child with disabilities is one of the most powerful and important jobs anyone could do. You want to protect your child in every way possible, ensuring they stay safe while enjoying a full world of potential. But keeping the world open to your children takes a lot of planning for the long-term future — including the day you’re no longer there to advocate for them directly.

Bailard’s CIO Eric Leve was highlighted alongside some bright minds in the industry sharing strategies on how to invest $100,000 in today’s market. Beyond traditional avenues, Eric and his peers also explored unique ideas ranging from epic concerts, rescue cat cafes, and boundary-pushing travel.

Bailard, a values-driven wealth and asset manager in the San Francisco Bay Area, has once again been named as one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews. The firm was ranked first of 25 firms in its category (companies with 50 or more U.S. employees).

From the legacies of iconic investors to the dynamic 2023 markets, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing) presents an insightful perspective on the economic climate, aided by the witticisms of Charlie Munger.

“Envision a financial plan as a garden,” shares our CEO, Sonya Mughal, CFA. “Nobody waters their plants once a year. Meanwhile, an advisor is like a diligent gardener, always available and proactive.” Read Sonya’s full byline in Forbes discussing the importance of revamping your wealth plan throughout the year, and not just before the New Year hits...

This Thanksgiving, consider adding a dash of financial planning to your family traditions. Discover practical tips for initiating meaningful conversations about your family’s financial future in a piece penned by Michael Faust, CFA, President of Wealth Management, and published by Kiplinger,

Against the backdrop of rising interest rates, this quarter’s economic perspective from Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) delves into the intricate balance between financial stability and market volatility.

Michael Faust, CFA, President of Wealth Management, delves into essential considerations for your portfolio during difficult economic times in his recent bylined piece for Kiplinger.