News & Insights

Lena McQuillen, CFP ®, TPCP®, Director of Financial Planning, shares how claiming decisions shape income over time, especially for a surviving spouse.

Jon Manchester, CFA, CFP®, Chief Strategist, Wealth Management, looks at a market that has held up despite rising volatility and shifting leadership, where oil, supply constraints, and a handful of key variables are doing more of the work and shaping what comes next.

Dave Jones, JD, LLM, CFP®, Director of Estate Strategy, and Mikhail Saliba, CFP®, Estate and Financial Planning Associate, outline how state estate and inheritance taxes differ from federal rules and where they come into play.

Weekly perspective on current developments, emerging risks, and potential implications for investors.

Weekly perspective on current developments, emerging risks, and potential implications for investors.

Weekly perspective on current developments, emerging risks, and potential implications for investors.

Weekly perspective on current developments, emerging risks, and potential implications for investors.

The Strait of Hormuz closure sends oil prices soaring, with U.S. stocks steadier than bonds & international equities amid rising inflation risks.

Middle East conflict drives energy shocks and market volatility, while AI‑linked layoffs and private credit failures add new financial risks.

Bailard CEO Sonya Mughal, CFA, has been named Women in Wealth Advocate of the Year – Individual at the 2026 Private Asset Management (PAM) Awards, presented by With Intelligence.

Weak Q4 GDP, sticky inflation, tariff news, and tech volatility drove markets amid major AI investment shifts.

Dave Harrison Smith, CFA, Bailard's CIO, weighs in on AI debt in this CNBC piece.

Lena McQuillen, CFP®, TPCP®, Vice President & Director of Financial Planning, weighs in on an article published by ComparisonAdviser.

CEO Sonya Mughal reflects on a year that called for patience and perspective, highlighting leadership continuity, thoughtful decision making, and the value of experience through changing market conditions.

From Shaboozey to Walmart, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) looks at consumer sentiment and market strength amid mixed economic signals.

Lena McQuillen, CFP®, Director of Financial Planning, explains how Section 530A accounts work and how to evaluate them alongside more familiar savings options for children.