News & Insights

This quarter, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing) delves into the paradoxes of momentum investing, inflation’s persistent influence, and the resilience of the U.S. economy in an era of shifting market dynamics.

Lena McQuillen, CFP®, Vice President and Director of Financial Planning, outlines the distinctions between Traditional and Roth retirement strategies, when each is most effective, the implications of new laws, and ways to share these insights with your family.

Join Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, as he explores Warren Buffett’s timeless insights on estate planning, highlighting actionable principles to guide thoughtful and purposeful generational wealth strategies.

Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, explains how to optimize the impact of your year-end family gifting by leveraging tax exclusions for education, medical expenses, and annual giving.

Join Lena McQuillen, CFP®, Vice President and Director of Financial Planning, in an exploration of how Roth IRA conversations can lower your lifetime tax burden and maximize retirement flexibility.

This quarter, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) takes us on a thoughtful journey through the changing landscape of executive leadership, the ripple effects of Sarbanes-Oxley, and how the Fed’s latest moves could realign market dynamics.

"I am proud to be an outlier. Since joining Bailard 30 years ago, I’ve seen the company evolve while maintaining its strong tradition of nurturing talent," shares our CEO, Sonya Mughal, CFA. "While my tenure may be uncommon nationally, it’s more than typical for us..."

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. The firm was ranked second in its category (for companies with 35-149 employees).

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 Company category of firms with less than 150 employees; please see important disclosures here: https://bailard.com/awards/

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.

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.”